A new card game to design Continuous Delivery pipelines
What testing steps should you include in your Continuous Delivery pipeline? Don’t just string together existing manual processes - use simple, collaborative tools to design something better!
Creating a Continuous Delivery (CD) pipeline is a key development in an organization’s transformation to DevOps. A CD Pipeline covers all the activities needed to transform a code change made by a developer into updated software bringing value to users. Steps in the pipeline include building a new version of the software as well as testing and deploying it. Exactly what kinds of build, test and deployment steps will depend on many factors and there is no ‘one perfect pipeline’ which will suit all situations.
I created the card game ‘Pipeline’ as a quick and fun way to explore alternatives for a CD pipeline without actually building anything. The goal of the game is to design a pipeline for a given scenario, and optimize the deployment lead time. You work in a small group and get to discuss what steps are needed and which order you want to do them in. You will run into design tradeoff decisions and may discover people have different risk tolerances. If you play the game a second time with a different scenario, or compare notes with another group, you can learn more about how different scenarios drive different decisions.
Playing the game should help you to build a real pipeline for the real software system you are working on. Building a CD pipeline needs specialist knowledge of particular tools and could be many weeks of work. Playing this game should help you to avoid some costly misunderstandings. It’s also a fun way to engage a small group for an hour or two while you think through the issues you’re facing.
To play the game each group begins with a sketch of a guiding scenario. For example, imagine you work for a startup aiming to displace an established business, like a social media website or an online bank. The reason for the scenario is that it makes the discussions more concrete and productive. You can discuss some specific risks you need to mitigate through testing. With that in mind it’s easier to reason about how long to spend on each testing step, and also assess the potential impact of excluding a step entirely.
Knowing the deployment lead time of the competitor in the scenario helps guide the group to discussions about tradeoffs and where quality comes from. Can we leave out this slow testing step? Can we mitigate that risk another way?
The ‘pipeline step’ cards form the majority of the cards in the deck. These are the ones you lay out on a table to define the structure of your pipeline. You can choose which steps are important, and which can be optional or omitted entirely. You can put several steps in parallel to reduce overall lead time. You can choose to perform a step twice, both before and after building the deployable component for example, or to do some steps before the beginning of the pipeline. The deck includes a few blank cards so that you can invent completely new steps. Just put a new sticky note on one with a text explaining what the new step involves.
You have a lot of freedom about how to design your pipeline, but in reality there are a few rules about how you must order the steps. For example, you can’t deploy to production before you’ve built a release candidate. The constraint cards help you to remember these rules. One of the constraint cards reminds you to add sticky notes to each card in the pipeline with an expected execution time. You should estimate this - either how long you think it will take, or a timebox for how long it is allowed to take. If it’s a manual step, this estimate should include the time spent waiting for the person to be available.
It might take a group of 4-6 people an hour or so to design a pipeline for their scenario and estimate the overall deployment lead time. When this is done (or the time for this part of the exercise is used up!) you should bring out the ‘review’ card. Each group can discuss what the implications of having this pipeline would be for their startup business. How does your lead time compare with your competitor’s? You might discuss how deployment lead time relates to time to market, or whether you would be able to do Lean Product Development, or A/B testing.
Some of the fictitious competitors have rather short deployment lead times. That’s quite deliberate on my part. I’d like people to think about how the competitor is achieving that. What must their pipeline look like? What testing must they be doing differently? You may think they are taking too many risks, and they will be easy to out-compete. Or perhaps they have found a better way, and you’d better imitate them. In any case, it’s interesting to think about, and might help you make more informed choices when you come to design a pipeline for your production system. Playing this game could alert you to some of the real life pitfalls that often arise.
If you want to play this game with your team, I hope it will be straightforward for you to organize. The instructions are on the box. Allocate something between 1-2 hours for the exercise, split people into groups of about 3-6 people, at least one deck per group. If one group wants to design a pipeline for two or more parts of a system that are deployed separately, for example different services for the back and front ends, they may need an additional pipeline, (and hence an additional card deck), for each separately deployed component. You will also need a block of small sticky notes and pens for each group.
Your job as facilitator is to make sure everyone understands the point of the exercise, follows the pipeline design constraints, and correctly calculates their deployment lead time. You should keep time, and answer questions as they come up.
As facilitator you may want to be quite active in the ‘review’ part of the game. Ask leading questions about the pipeline design to get people to explain their reasoning. If there are several groups you’ll want to have them look at one another’s work. This will help people to understand that different scenarios might call for different pipeline design choices. Everyone should come away with a better understanding of how to design a CD Pipeline. Remind them that what they are learning in this game could help you all to avoid costly mistakes when designing a CD pipeline for real.
Throughout, try to keep these goals in mind:
The first idea for this game came from a fun exercise at a workshop at the European Testing Conference in February 2018, led by Lisa Crispin and Abby Bangser. They divided us into groups, then handed each a pile of cards showing names of steps you could include in a pipeline. For example, “automated test: unit test”, “manual test: exploratory test”, or “deploy step: deploy to performance testing environment”. We had to collaborate to lay out the cards on a table in the form of a pipeline, and estimate the overall lead time.
I really enjoyed the exercise. There is something about having cards to move about and wave at people that encourages discussion and group engagement. Some cards provoked lively controversy - I remember discussing whether to include a manual code review step before merging to master, with someone who was quite convinced it was essential.
I liked the exercise so much I decided to adapt it for a workshop I lead about Testing in Continuous Delivery. As I did this exercise with different groups I tweaked it a little each time. I also did it once with Llewellyn Falco and incorporated some of his suggestions too.
As the game gradually grew more sophisticated; I realized it would be worth getting some custom cards printed, so I started working with Phable on a layout and design. My colleagues at Praqma did some play-testing of an early version, and contributed some useful ideas. I’d like to thank everyone who played earlier versions of this game with me along the way. It’s a better game because of your feedback!
If you’re interested in finding out more about DevOps, Continuous Delivery and metrics like deployment lead time, we at Praqma have lots of experience to share. Catch us at a conference or meetup - we have lots going on as you can see over at code-conf.com. For an in-depth report on the state of DevOps and the science of what works, I highly recommend the book ‘Accelerate’ by Nicole Forsgren, et al.
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