Agile Implementation and Management: Navigating the Fog of Implementation

Apply Agile principles to public health programs using sprints, Kanban boards, user stories, and adaptive planning. Learn to balance flexibility with fidelity while responding to real-world challenges.

Agile Implementation and Management: Navigating the Fog of Implementation

You have a beautiful logic model. Your intervention has been prototyped and tested. Now you face the hardest part: implementation in the real world.

Implementation is where plans meet reality. And reality is messy.

Agile project management provides tools for navigating this messiness—maintaining direction while responding to unexpected challenges.

The Agile Manifesto for Public Health

Traditional vs. Agile Management

Traditional "Command and Control":

Agile Adaptive Management:

Adapting Agile Values

The software industry's Agile Manifesto adapts for public health:

Original → Public Health Adaptation:

"Individuals and interactions over processes and tools" → Community relationships over administrative procedures

"Working software over comprehensive documentation" → Functioning programs over perfect grant reports

"Customer collaboration over contract negotiation" → Community co-creation over grant compliance

"Responding to change over following a plan" → Adaptive iteration over rigid fidelity

Agile Roles

Product Owner (Visionary):

Scrum Master (Facilitator):

Development Team (Doers):

Backlog Creation and User Stories

The Product Backlog

The backlog is the master list of everything the program needs to accomplish—not a to-do list, but a prioritized inventory of work.

Backlog Characteristics:

User Story Format

Work items are expressed as User Stories:

"As a [user], I want [feature], so that [benefit]."

Examples:

"As a participant, I want evening class options, so that I can attend after work."

"As a facilitator, I want a training manual, so that I can deliver consistent sessions."

"As a program manager, I want attendance tracking, so that I can identify dropouts early."

Story Components

Each story includes:

Title: Brief description Description: The user story statement Acceptance Criteria: How we know it's done Estimate: Relative effort (story points) Priority: Order in backlog

Prioritization Criteria

Prioritize stories based on:

Value: How much does this contribute to outcomes? Risk: What happens if we don't do this? Dependencies: What else does this enable? Effort: How hard is this to accomplish?

High value + high risk + low effort = do first

Sprint Planning and Kanban Boards

The Sprint Cycle

Sprints are time-boxed periods (typically 2-4 weeks) to complete a set of stories.

Sprint Events:

Sprint Planning: Select stories, commit to sprint goal Daily Standup: 15-minute sync on progress and blockers Sprint Review: Demo completed work to stakeholders Sprint Retrospective: Reflect on process improvements

Sprint Planning Process

  1. Review backlog priorities
  2. Discuss upcoming stories
  3. Team selects stories for sprint
  4. Define sprint goal
  5. Break stories into tasks
  6. Commit to completion

Sprint Goal Example:

"By end of sprint, we will have completed facilitator training and pilot tested two curriculum modules."

Kanban Boards

Visualize work flow on a board:

| To Do | In Progress | Review | Done | |-------|-------------|--------|------| | Story 3 | Story 1 | Story 2 | | | Story 4 | | | | | Story 5 | | | |

Work in Progress (WIP) Limits

Limit concurrent work to prevent bottlenecks:

When limits are reached, team focuses on completing work before starting new items.

Benefits of Visual Management

Transparency: Everyone sees status Bottleneck identification: Work piling up reveals problems Accountability: Ownership is visible Progress tracking: Movement across board shows momentum

Implementation Mapping and Fidelity

Balancing Flexibility and Fidelity

Agile enables adaptation—but evidence-based interventions require fidelity. How do you balance these?

Fidelity Domains:

Flexibility Domains:

Implementation Actors

Implementation Mapping identifies key actors:

Adopters: Decision-makers who approve and support

Implementers: Staff who deliver the program

Maintainers: Those who sustain the program

Supporting Each Actor

For each actor, specify:

Example:

| Actor | Performance Objective | Determinant | Support Strategy | |-------|----------------------|-------------|------------------| | Facilitator | Deliver curriculum with fidelity | Knowledge, skills | Comprehensive training | | Facilitator | Adapt materials culturally | Confidence, permission | Adaptation guidelines | | Supervisor | Monitor quality | Time, tools | Fidelity checklist | | Partner org | Provide space | Incentive | Co-branding opportunity |

Crisis Response and Adaptive Planning

Expecting Disruption

Plans fail. Budget cuts happen. Partners withdraw. Pandemics occur. Key staff leave.

Agile planning anticipates disruption rather than assuming smooth implementation.

Common Disruptions

Resource Disruptions:

External Disruptions:

Program Disruptions:

Building Resilience

Risk Identification: For each critical dependency, ask: "What if this fails?"

Contingency Planning: For high-impact risks, develop Plan B

Adaptive Capacity: Build slack into timelines and budgets

Communication Protocols: Define how disruptions are communicated and escalated

Pivoting While Preserving Mission

When disruption occurs:

  1. Assess impact: What's affected? How severely?
  2. Preserve core: What must we maintain to achieve mission?
  3. Identify alternatives: What other approaches could work?
  4. Decide and communicate: Make clear decisions, communicate widely
  5. Implement and monitor: Execute pivot, watch for new issues

Example Pivot:

"COVID-19 prevented in-person classes. We preserved core curriculum content by rapidly developing virtual delivery. We adapted discussion activities for Zoom. We maintained dosage by increasing session frequency. We lost some social support elements but preserved educational content."

The Retrospective Discipline

After each sprint (and after disruptions), conduct retrospectives:

What went well? (Continue doing) What didn't go well? (Stop or change) What will we try differently? (Experiment)

This continuous learning builds organizational capacity to handle future challenges.


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