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Knowledge Partnersbridge
Kent	
  J.	
  McDonald	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
Agenda	
  
§  Introduction	
  
§  Understanding	
  Context	
  
§  Understanding	
  Stakeholders	
  
§  Understanding	
  Need(s)	
  
§  Understanding	
  Solution(s)	
  
§  Conclusion	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   2	
  
Knowledge Partnersbridge
INTRODUCTION	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   3	
  
Outcome	
  
Over	
  
Output	
  
4	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Shared	
  
Understanding	
  
5	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Discovery	
  
	
  
Delivery	
  
6	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Knowledge Partnersbridge
UNDERSTANDING	
  CONTEXT	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   7	
  
Purpose	
  Based	
  Alignment	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   8	
  
Purpose	
  Based	
  Alignment	
  
Innovate,

Create

Achieve and
maintain
parity

Mimic,

Simplify

Do we take
this on?

Minimize/

Eliminate

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   9	
  
An	
  Example	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   10	
  
Things	
  to	
  consider	
  
Parity is
mission
critical

Purpose is
not priority

Different-
iating
changes
over time

Distribute
the decision
filters

Purpose
shifts the
burden to
behavior
change

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   11	
  
Exercise
12	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Additional	
  Techniques	
  
Six	
  Questions	
  
1)  Whom	
  do	
  we	
  serve	
  
2)  What	
  do	
  they	
  want	
  and	
  
need	
  most	
  
3)  What	
  do	
  we	
  provide	
  to	
  
help	
  them?	
  
4)  What	
  is	
  the	
  best	
  way	
  to	
  
provide	
  this?	
  
5)  How	
  do	
  we	
  know	
  we	
  are	
  
succeeding?	
  
6)  How	
  should	
  we	
  organize	
  
to	
  deliver?	
  
13	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Context	
  Leadership	
  Model	
  
Knowledge Partnersbridge
UNDERSTANDING	
  
STAKEHOLDERS	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   14	
  
User	
  Modeling	
  
1.  Brainstorm	
  an	
  initial	
  set	
  of	
  users.	
  
2.  Organize	
  and	
  consolidate	
  the	
  users	
  into	
  user	
  
roles	
  
3.  Refine	
  the	
  user	
  roles	
  
	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   15	
  
Brainstorm	
  an	
  Initial	
  Set	
  of	
  Users	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   16	
  
Organize	
  and	
  Consolidate	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   17	
  
Refine	
  the	
  User	
  Roles	
  
User	
  Role	
   Description	
  
Chair	
   Has	
  overall	
  responsibility	
  for	
  the	
  conference	
  
program.	
  	
  
Track	
  Chair	
   Responsibility	
  for	
  selecting	
  sessions	
  for	
  a	
  given	
  
track	
  in	
  the	
  program	
  
Track	
  Reviewer	
   Reviews	
  submissions	
  for	
  one	
  or	
  more	
  tracks	
  and	
  
provides	
  input	
  on	
  which	
  sessions	
  should	
  be	
  
included	
  in	
  that	
  track	
  
Submitter	
   Submits	
  sessions	
  to	
  be	
  included	
  in	
  the	
  program	
  
Attendee	
   General	
  viewer	
  of	
  the	
  submission	
  information	
  
who	
  may	
  or	
  may	
  not	
  attend	
  the	
  conference.	
  	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   18	
  
Exercise
19	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Additional	
  Techniques	
  
20	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Stakeholder	
  Matrix	
  
Commitment	
  Scale	
  
Persona	
  
Knowledge Partnersbridge
UNDERSTANDING	
  NEEDS	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   21	
  
Decision	
  Filters	
  
	
  
	
  
Simple	
  questions	
  used	
  to	
  
guide	
  decision	
  making.	
  
	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   22	
  
Will this help us
have a community
based submission
process?
Will this help usreceivesubmissions andprovide reviews?
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   23	
  
What	
  happens	
  if	
  you	
  don’t	
  nail	
  the	
  
decision	
  filters	
  up	
  front?	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   24	
  
What	
  if	
  you’re	
  in	
  the	
  middle	
  of	
  an	
  effort	
  
without	
  any	
  clear	
  decision	
  filters?	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   25	
  
How	
  to	
  Come	
  up	
  with	
  Decision	
  Filters	
  
How	
  will	
  we	
  know	
  when	
  we	
  are	
  successful?	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   26	
  
Decision	
  Filters	
  from	
  Goals	
  
Improve user
experience
scores on the
website by 2
points by the 2nd
quarter of next
year
Increase sales onthe website by20% by 4th
quarter
Increase order
finalization rate
to align to
industry standard
% by 3rd
quarter
next year
Convert 75% of
retail customers
to website
customers within
3 months of their
local store closing
Retain 95% of
our large
customers after
store closing by
2nd quarter of
next year
Will this
improve user
experience?

Will this
increase the
rate of
finalized
orders?

Will thisincrease sales
on the
website?

Will this
shift retail
customers to
the website?

Will this
retain large
customers
after stores
close?

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   27	
  
Picking	
  Decision	
  Filters	
  
Will this
improve user
experience?

Will this
increase the
rate of
finalized
orders?

Will thisincrease sales
on the
website?

Will this
shift retail
customers to
the website?

Will this
retain large
customers
after stores
close?

Can all
decision
filters be
met?

Should all
decision
filters be
met?

Are some
decision
filters more
important
than others?

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   28	
  
The	
  most	
  important	
  Decision	
  
Filter	
  
Will this
improve user
experience?


Will thisincrease sales
on the
website?

Will this
increase the
rate of
finalized
orders?

Will this
shift retail
customers to
the website?

Will this
retain large
customers
after stores
close?

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   29	
  
If	
  Focus	
  on	
  Retail	
  Customers…	
  
Will this
improve user
experience?


Will thisincrease sales
on the
website?

Will this
increase the
rate of
finalized
orders?

Will this
shift retail
customers to
the website?

Will this
retain large
customers
after stores
close?

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   30	
  
If	
  Focus	
  on	
  Large	
  Customers…	
  
Will this
improve user
experience?

Will thisincrease sales
on the
website?

Will this
increase the
rate of
finalized
orders?

Will this
shift retail
customers to
the website?

Will this
retain large
customers
after stores
close?

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   31	
  
Exercise
32	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Additional	
  Techniques	
  
Project	
  Opportunity	
  
Assessment	
  
1.  What	
  problem?	
  
2.  For	
  whom?	
  
3.  What	
  can	
  be	
  gained?	
  
4.  How	
  will	
  we	
  measure?	
  
5.  Alternatives?	
  
6.  Right	
  people?	
  
7.  Why	
  now?	
  
8.  How	
  to	
  adopt?	
  
9.  Critical	
  success	
  factors?	
  
10.  Is	
  it	
  worth	
  it?	
  
Problem	
  Statement	
  
§  The	
  problem	
  of…	
  
§  Affects…	
  
§  The	
  impact	
  of	
  which	
  is…	
  
§  A	
  successful	
  solution	
  would…	
  
33	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Knowledge Partnersbridge
UNDERSTANDING	
  
SOLUTION(S)	
  
Analysis	
  with	
  an	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   34	
  
Processes	
  Decomposition	
  
Business	
  Process	
  
User	
  Interfaces	
  
Data	
  Models	
  
AS	
  IS
PUBLIC COMMENT SESSION TRACK
PRESENTER
TO	
  BE
PUBLIC COMMENT SESSION TRACK
PRESENTER
REVIEW COMMITTEE MEMBER
Collaborative	
  Modeling	
  Variations	
  
§  Collaborative	
  Modeling	
  Techniques	
  
Technique	
   Descrip-on	
  
OrganizaEonal	
  Chart	
   Understand	
  the	
  reporEng	
  relaEonships	
  between	
  people	
  
impacted	
  by	
  a	
  soluEon.	
  
Value	
  Stream	
  Map	
   IdenEfy	
  opportuniEes	
  for	
  improvement	
  in	
  the	
  operaEons	
  
of	
  an	
  organizaEon.	
  
FuncEonal	
  DecomposiEon	
   Understand	
  complex	
  processes,	
  systems,	
  funcEonal	
  
areas,	
  or	
  deliverables	
  by	
  breaking	
  them	
  down	
  into	
  their	
  
simpler	
  consEtuent	
  parts.	
  
Process	
  Flow	
   Understand	
  the	
  specifics	
  of	
  a	
  parEcular	
  process	
  for	
  the	
  
purpose	
  of	
  idenEfying	
  changes	
  to	
  implement	
  a	
  soluEon.	
  
Wireframe	
   Agree	
  upon	
  the	
  nature	
  of	
  a	
  user	
  interface,	
  including	
  what	
  
informaEon	
  should	
  be	
  included.	
  
Report	
  Mockup	
   Understand	
  the	
  informaEon	
  needs	
  of	
  stakeholders	
  in	
  
order	
  to	
  help	
  them	
  answer	
  quesEons	
  or	
  make	
  decisions.	
  
Scenarios	
  
§  Scenarios	
  when	
  techniques	
  are	
  helpful	
  When	
  you	
  are	
  in	
  this	
  scenario…	
   These	
  techniques	
  can	
  be	
  helpful	
  
Your	
  soluEon	
  has	
  a	
  lot	
  of	
  interfaces	
  
with	
  other	
  systems	
  or	
  
organizaEons	
  
Context	
  diagram	
  
Your	
  soluEon	
  is	
  fairly	
  data	
  
intensive	
  
Context	
  diagram;	
  Logical	
  data	
  
model;	
  Data	
  dicEonary	
  
You	
  are	
  looking	
  to	
  idenEfy	
  
improvements	
  in	
  business	
  
processes	
  
Value	
  stream	
  map;	
  Process	
  flow	
  
Your	
  soluEon	
  is	
  aiming	
  to	
  support	
  
decision	
  making	
  or	
  analyEcs	
  
Report	
  mockup;	
  Data	
  dicEonary;	
  
Logical	
  data	
  model	
  
Your	
  soluEon	
  is	
  fairly	
  complicated	
  	
   FuncEonal	
  decomposiEon	
  
Exercise
41	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Processes	
  Decomposition	
  
Submit Session Proposal
Submitter can propose a
potential session for the
conference.
Maintain Profile
Submitters can provide
context on their background
and experience
Schedule Program
Conference Chair can
identify rooms and timeslots
for sessions
Business	
  Process	
  
As Tricia the Track Chair
I can accept a session
So that I can determine
which sessions are included
in the program
As Tricia the Track Chair
I can recommend a session
So that I can indicate
whether I think a session
should be accepted
As Connie the Conference
Chair
I can see Tricia’s
recommendations
So that I can consider
those sessions for
acceptance.
User	
  Interfaces	
  
As Sam the Submitter
I can assign keywords to my
session
So that attendees can find
my session based on specific
topics.
As Sam the Submitter
I can identify the level of
content in my session
So that the right audience
will attend my session
Data	
  Models	
  
AS	
  IS
PUBLIC COMMENT SESSION TRACK
PRESENTER
TO	
  BE
PUBLIC COMMENT SESSION TRACK
PRESENTER
REVIEW COMMITTEE MEMBER
Review Session
Program team can provide
feedback on session proposal
to the submitter to
strengthen the submission.
Manage Reviewers
Track chairs can maintain
the program team for their
track.
Stories	
  represent	
  changes	
  needed	
  
In order to guide
submitter track selection
As Peter Program Chair
I want to organize tracks
into themes
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   46	
  
Exercise
47	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
When	
  Techniques	
  are	
  Helpful	
  
§  When	
  Specific	
  Techniques	
  are	
  helpful	
  
Technique	
   Define	
  the	
  
Problem	
  Space	
  
Define	
  a	
  Specific	
  
Solu-on	
  
Describe	
  an	
  
Aspect	
  of	
  the	
  
Solu-on	
  
Data	
  dicEonary	
   X	
  
Context	
  diagram	
   X	
   X	
   X	
  
Logical	
  data	
  
model	
  
X	
   X	
   X	
  
State	
  transiEon	
  
diagram	
  
X	
  
Glossary	
   X	
   X	
  
When	
  Techniques	
  are	
  Helpful	
  
§  When	
  Specific	
  Techniques	
  are	
  helpful	
  
Technique	
   Define	
  the	
  
Problem	
  Space	
  
Define	
  a	
  Specific	
  
Solu-on	
  
Describe	
  an	
  
Aspect	
  of	
  the	
  
Solu-on	
  
OrganizaEon	
  
chart	
  
X	
   X	
   X	
  
Value	
  stream	
  
map	
  
X	
   X	
  
FuncEonal	
  
decomposiEon	
  
X	
   X	
   X	
  
Process	
  flow	
   X	
   X	
  
Wireframe	
   X	
   X	
  
Report	
  Mockup	
   X	
   X	
  
Collaborative	
  Modeling	
  Variations	
  
§  Collaborative	
  Modeling	
  Variations	
  
Scenario	
   Right	
  People	
   Suggested	
  Acceptance	
  
Criteria	
  
Define	
  the	
  problem	
  
space	
  
•  Key	
  stakeholders	
  
(those	
  with	
  decision-­‐
making	
  authority,	
  
sponsors)	
  
•  Team	
  
•  Shared	
  understanding	
  
of	
  scope	
  
•  Org	
  units	
  impacted	
  
•  Project	
  objecEves	
  
Define	
  a	
  specific	
  soluEon	
   •  Key	
  SME	
  
•  Decision	
  makers	
  
•  Team	
  
•  Agreed	
  upon	
  model	
  of	
  
future	
  state	
  
•  Backlog	
  items	
  
Describe	
  specific	
  aspects	
  
of	
  a	
  soluEon	
  
•  Impacted	
  stakeholder	
  
•  TesEng	
  perspecEve	
  
•  Coding	
  perspecEve	
  
Models	
  sufficient	
  for	
  
describing	
  the	
  selected	
  
backlog	
  item	
  
Models	
  describe	
  stories	
  
As Reed

I can add a review to
a session

So that I can provide
feedback to Sam

©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   51	
  
Acceptance	
  Criteria	
  describe	
  stories	
  
•  One	
  line	
  summary	
  and	
  
advice	
  to	
  presenter	
  are	
  
required.	
  
•  One	
  line	
  summary	
  
limited	
  to	
  95	
  characters.	
  
•  Choices	
  for	
  “This	
  
presentation	
  should	
  be	
  
included	
  in	
  the	
  
program”	
  are	
  agree,	
  
neutral,	
  and	
  disagree.	
  
As Reed
I can add a review to
a session
So that I can provide
feedback to Sam
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   52	
  
Examples	
  
describe	
  
stories	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   53	
  
Additional	
  Techniques	
  
54	
  ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
  
Impact	
  Mapping	
   Story	
  Mapping	
  
Knowledge Partnersbridge
CONCLUSION	
  
Analysis	
  with	
  An	
  Agile	
  Mindset	
  
©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   55	
  
If	
  you	
  remember	
  nothing	
  else…	
  
1.  	
  Maximize	
  Outcome	
  with	
  
Minimum	
  Output	
  
2.  The	
  purpose	
  of	
  analysis	
  is	
  to	
  
build	
  and	
  maintain	
  shared	
  
understanding	
  
3.  Iterative	
  discovery	
  supports	
  
iterative	
  delivery	
  
Stay	
  in	
  Touch	
  
Kent	
  McDonald	
  
kentjmcdonald@gmail.com	
  
@beyondreqs	
  
www.beyondrequirements.com	
  
Slides	
  available	
  from:	
  
http://www.slideshare.net/kentjmcdonald	
  
	
  
	
   ©	
  2015	
  Knowledge	
  Bridge	
  Partners	
   57	
  

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Analysis With an Agile Mindset Workshop

  • 1. Knowledge Partnersbridge Kent  J.  McDonald   Analysis  with  an  Agile  Mindset  
  • 2. Agenda   §  Introduction   §  Understanding  Context   §  Understanding  Stakeholders   §  Understanding  Need(s)   §  Understanding  Solution(s)   §  Conclusion   ©  2015  Knowledge  Bridge  Partners   2  
  • 3. Knowledge Partnersbridge INTRODUCTION   Analysis  with  an  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   3  
  • 4. Outcome   Over   Output   4  ©  2015  Knowledge  Bridge  Partners  
  • 5. Shared   Understanding   5  ©  2015  Knowledge  Bridge  Partners  
  • 6. Discovery     Delivery   6  ©  2015  Knowledge  Bridge  Partners  
  • 7. Knowledge Partnersbridge UNDERSTANDING  CONTEXT   Analysis  with  an  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   7  
  • 8. Purpose  Based  Alignment   ©  2015  Knowledge  Bridge  Partners   8  
  • 9. Purpose  Based  Alignment   Innovate, Create Achieve and maintain parity Mimic, Simplify Do we take this on? Minimize/ Eliminate ©  2015  Knowledge  Bridge  Partners   9  
  • 10. An  Example   ©  2015  Knowledge  Bridge  Partners   10  
  • 11. Things  to  consider   Parity is mission critical Purpose is not priority Different- iating changes over time Distribute the decision filters Purpose shifts the burden to behavior change ©  2015  Knowledge  Bridge  Partners   11  
  • 12. Exercise 12  ©  2015  Knowledge  Bridge  Partners  
  • 13. Additional  Techniques   Six  Questions   1)  Whom  do  we  serve   2)  What  do  they  want  and   need  most   3)  What  do  we  provide  to   help  them?   4)  What  is  the  best  way  to   provide  this?   5)  How  do  we  know  we  are   succeeding?   6)  How  should  we  organize   to  deliver?   13  ©  2015  Knowledge  Bridge  Partners   Context  Leadership  Model  
  • 14. Knowledge Partnersbridge UNDERSTANDING   STAKEHOLDERS   Analysis  with  an  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   14  
  • 15. User  Modeling   1.  Brainstorm  an  initial  set  of  users.   2.  Organize  and  consolidate  the  users  into  user   roles   3.  Refine  the  user  roles     ©  2015  Knowledge  Bridge  Partners   15  
  • 16. Brainstorm  an  Initial  Set  of  Users   ©  2015  Knowledge  Bridge  Partners   16  
  • 17. Organize  and  Consolidate   ©  2015  Knowledge  Bridge  Partners   17  
  • 18. Refine  the  User  Roles   User  Role   Description   Chair   Has  overall  responsibility  for  the  conference   program.     Track  Chair   Responsibility  for  selecting  sessions  for  a  given   track  in  the  program   Track  Reviewer   Reviews  submissions  for  one  or  more  tracks  and   provides  input  on  which  sessions  should  be   included  in  that  track   Submitter   Submits  sessions  to  be  included  in  the  program   Attendee   General  viewer  of  the  submission  information   who  may  or  may  not  attend  the  conference.     ©  2015  Knowledge  Bridge  Partners   18  
  • 19. Exercise 19  ©  2015  Knowledge  Bridge  Partners  
  • 20. Additional  Techniques   20  ©  2015  Knowledge  Bridge  Partners   Stakeholder  Matrix   Commitment  Scale   Persona  
  • 21. Knowledge Partnersbridge UNDERSTANDING  NEEDS   Analysis  with  an  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   21  
  • 22. Decision  Filters       Simple  questions  used  to   guide  decision  making.     ©  2015  Knowledge  Bridge  Partners   22  
  • 23. Will this help us have a community based submission process? Will this help usreceivesubmissions andprovide reviews? ©  2015  Knowledge  Bridge  Partners   23  
  • 24. What  happens  if  you  don’t  nail  the   decision  filters  up  front?   ©  2015  Knowledge  Bridge  Partners   24  
  • 25. What  if  you’re  in  the  middle  of  an  effort   without  any  clear  decision  filters?  ©  2015  Knowledge  Bridge  Partners   25  
  • 26. How  to  Come  up  with  Decision  Filters   How  will  we  know  when  we  are  successful?  ©  2015  Knowledge  Bridge  Partners   26  
  • 27. Decision  Filters  from  Goals   Improve user experience scores on the website by 2 points by the 2nd quarter of next year Increase sales onthe website by20% by 4th quarter Increase order finalization rate to align to industry standard % by 3rd quarter next year Convert 75% of retail customers to website customers within 3 months of their local store closing Retain 95% of our large customers after store closing by 2nd quarter of next year Will this improve user experience? Will this increase the rate of finalized orders? Will thisincrease sales on the website? Will this shift retail customers to the website? Will this retain large customers after stores close? ©  2015  Knowledge  Bridge  Partners   27  
  • 28. Picking  Decision  Filters   Will this improve user experience? Will this increase the rate of finalized orders? Will thisincrease sales on the website? Will this shift retail customers to the website? Will this retain large customers after stores close? Can all decision filters be met? Should all decision filters be met? Are some decision filters more important than others? ©  2015  Knowledge  Bridge  Partners   28  
  • 29. The  most  important  Decision   Filter   Will this improve user experience? Will thisincrease sales on the website? Will this increase the rate of finalized orders? Will this shift retail customers to the website? Will this retain large customers after stores close? ©  2015  Knowledge  Bridge  Partners   29  
  • 30. If  Focus  on  Retail  Customers…   Will this improve user experience? Will thisincrease sales on the website? Will this increase the rate of finalized orders? Will this shift retail customers to the website? Will this retain large customers after stores close? ©  2015  Knowledge  Bridge  Partners   30  
  • 31. If  Focus  on  Large  Customers…   Will this improve user experience? Will thisincrease sales on the website? Will this increase the rate of finalized orders? Will this shift retail customers to the website? Will this retain large customers after stores close? ©  2015  Knowledge  Bridge  Partners   31  
  • 32. Exercise 32  ©  2015  Knowledge  Bridge  Partners  
  • 33. Additional  Techniques   Project  Opportunity   Assessment   1.  What  problem?   2.  For  whom?   3.  What  can  be  gained?   4.  How  will  we  measure?   5.  Alternatives?   6.  Right  people?   7.  Why  now?   8.  How  to  adopt?   9.  Critical  success  factors?   10.  Is  it  worth  it?   Problem  Statement   §  The  problem  of…   §  Affects…   §  The  impact  of  which  is…   §  A  successful  solution  would…   33  ©  2015  Knowledge  Bridge  Partners  
  • 34. Knowledge Partnersbridge UNDERSTANDING   SOLUTION(S)   Analysis  with  an  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   34  
  • 38. Data  Models   AS  IS PUBLIC COMMENT SESSION TRACK PRESENTER TO  BE PUBLIC COMMENT SESSION TRACK PRESENTER REVIEW COMMITTEE MEMBER
  • 39. Collaborative  Modeling  Variations   §  Collaborative  Modeling  Techniques   Technique   Descrip-on   OrganizaEonal  Chart   Understand  the  reporEng  relaEonships  between  people   impacted  by  a  soluEon.   Value  Stream  Map   IdenEfy  opportuniEes  for  improvement  in  the  operaEons   of  an  organizaEon.   FuncEonal  DecomposiEon   Understand  complex  processes,  systems,  funcEonal   areas,  or  deliverables  by  breaking  them  down  into  their   simpler  consEtuent  parts.   Process  Flow   Understand  the  specifics  of  a  parEcular  process  for  the   purpose  of  idenEfying  changes  to  implement  a  soluEon.   Wireframe   Agree  upon  the  nature  of  a  user  interface,  including  what   informaEon  should  be  included.   Report  Mockup   Understand  the  informaEon  needs  of  stakeholders  in   order  to  help  them  answer  quesEons  or  make  decisions.  
  • 40. Scenarios   §  Scenarios  when  techniques  are  helpful  When  you  are  in  this  scenario…   These  techniques  can  be  helpful   Your  soluEon  has  a  lot  of  interfaces   with  other  systems  or   organizaEons   Context  diagram   Your  soluEon  is  fairly  data   intensive   Context  diagram;  Logical  data   model;  Data  dicEonary   You  are  looking  to  idenEfy   improvements  in  business   processes   Value  stream  map;  Process  flow   Your  soluEon  is  aiming  to  support   decision  making  or  analyEcs   Report  mockup;  Data  dicEonary;   Logical  data  model   Your  soluEon  is  fairly  complicated     FuncEonal  decomposiEon  
  • 41. Exercise 41  ©  2015  Knowledge  Bridge  Partners  
  • 42. Processes  Decomposition   Submit Session Proposal Submitter can propose a potential session for the conference. Maintain Profile Submitters can provide context on their background and experience Schedule Program Conference Chair can identify rooms and timeslots for sessions
  • 43. Business  Process   As Tricia the Track Chair I can accept a session So that I can determine which sessions are included in the program As Tricia the Track Chair I can recommend a session So that I can indicate whether I think a session should be accepted As Connie the Conference Chair I can see Tricia’s recommendations So that I can consider those sessions for acceptance.
  • 44. User  Interfaces   As Sam the Submitter I can assign keywords to my session So that attendees can find my session based on specific topics. As Sam the Submitter I can identify the level of content in my session So that the right audience will attend my session
  • 45. Data  Models   AS  IS PUBLIC COMMENT SESSION TRACK PRESENTER TO  BE PUBLIC COMMENT SESSION TRACK PRESENTER REVIEW COMMITTEE MEMBER Review Session Program team can provide feedback on session proposal to the submitter to strengthen the submission. Manage Reviewers Track chairs can maintain the program team for their track.
  • 46. Stories  represent  changes  needed   In order to guide submitter track selection As Peter Program Chair I want to organize tracks into themes ©  2015  Knowledge  Bridge  Partners   46  
  • 47. Exercise 47  ©  2015  Knowledge  Bridge  Partners  
  • 48. When  Techniques  are  Helpful   §  When  Specific  Techniques  are  helpful   Technique   Define  the   Problem  Space   Define  a  Specific   Solu-on   Describe  an   Aspect  of  the   Solu-on   Data  dicEonary   X   Context  diagram   X   X   X   Logical  data   model   X   X   X   State  transiEon   diagram   X   Glossary   X   X  
  • 49. When  Techniques  are  Helpful   §  When  Specific  Techniques  are  helpful   Technique   Define  the   Problem  Space   Define  a  Specific   Solu-on   Describe  an   Aspect  of  the   Solu-on   OrganizaEon   chart   X   X   X   Value  stream   map   X   X   FuncEonal   decomposiEon   X   X   X   Process  flow   X   X   Wireframe   X   X   Report  Mockup   X   X  
  • 50. Collaborative  Modeling  Variations   §  Collaborative  Modeling  Variations   Scenario   Right  People   Suggested  Acceptance   Criteria   Define  the  problem   space   •  Key  stakeholders   (those  with  decision-­‐ making  authority,   sponsors)   •  Team   •  Shared  understanding   of  scope   •  Org  units  impacted   •  Project  objecEves   Define  a  specific  soluEon   •  Key  SME   •  Decision  makers   •  Team   •  Agreed  upon  model  of   future  state   •  Backlog  items   Describe  specific  aspects   of  a  soluEon   •  Impacted  stakeholder   •  TesEng  perspecEve   •  Coding  perspecEve   Models  sufficient  for   describing  the  selected   backlog  item  
  • 51. Models  describe  stories   As Reed I can add a review to a session So that I can provide feedback to Sam ©  2015  Knowledge  Bridge  Partners   51  
  • 52. Acceptance  Criteria  describe  stories   •  One  line  summary  and   advice  to  presenter  are   required.   •  One  line  summary   limited  to  95  characters.   •  Choices  for  “This   presentation  should  be   included  in  the   program”  are  agree,   neutral,  and  disagree.   As Reed I can add a review to a session So that I can provide feedback to Sam ©  2015  Knowledge  Bridge  Partners   52  
  • 53. Examples   describe   stories   ©  2015  Knowledge  Bridge  Partners   53  
  • 54. Additional  Techniques   54  ©  2015  Knowledge  Bridge  Partners   Impact  Mapping   Story  Mapping  
  • 55. Knowledge Partnersbridge CONCLUSION   Analysis  with  An  Agile  Mindset   ©  2015  Knowledge  Bridge  Partners   55  
  • 56. If  you  remember  nothing  else…   1.   Maximize  Outcome  with   Minimum  Output   2.  The  purpose  of  analysis  is  to   build  and  maintain  shared   understanding   3.  Iterative  discovery  supports   iterative  delivery  
  • 57. Stay  in  Touch   Kent  McDonald   kentjmcdonald@gmail.com   @beyondreqs   www.beyondrequirements.com   Slides  available  from:   http://www.slideshare.net/kentjmcdonald       ©  2015  Knowledge  Bridge  Partners   57