Breaking Down the Work
Terms, Definitions, & Process
Agenda
Overview Quick once over of heirarchy, process, and tree as
well as breaking down the work
Backlogs, Products, and Epics Portfolio level components and their definition
Features and Releases Program Level components and their definitions
Sprints and Stories Project/Team level components and their definitions
Integrating with Version One How does this procedure work with Version One
and our Tree
Q&A Questions and Answer Session
Appendices A, B, C
Overview
• In this workshop we will cover some concepts that we
have all used in one manner or another… our goal is:
– To give you an optimal way to decompose work
– To provide a standard vocabulary for everyone to share when
referring to work
– To provide a standard way of approaching the break down of work
and working within the Version One tree hierarchy
• In scope… terms and definitions from the Portfolio level
to task level
• Out of scope… the intake process for new work prior to
approved portfolio item
Strategic vs Tactical Planning
• Strategic planning is high level
• Focused on milestones and
product level deliverables
• Product road map and even
release planning are
considered strategic level
planning
• Strategic level planning has
fewer details, and is more
focused on providing larger
goals to be achieved
• Funding is often done at the
Strategic level, due to the level
of detail presented and the fact
that it is still very resistant to
change and adjustments due to
obstacles
• Tactical planning is more
actually closely aligned to work
that must be done at the mid
range and detail level
• Tactical planning is around the
sprint planning and task
planning level
• Used more as a executable
plan of action to produce assets
of value
• We often track the actual hours
spent on tactical assets, such
as tasks, for purposes of rolling
that information up to capitalize
when strategic elements are
deployed to production
4
The Initiative
• Definition: An initiative is a
large scale effort possibly
requiring work both within and
outside of IT.
• Initiatives are generally
strategic in nature
• Initiatives will lack detail level
specifics
• Initiatives are often
accompanied by a feasibility
study and business case for
funding consideration
• Characteristics:
– High level
– Used in strategic planning
– May take less than one
year, but may stretch
across multiple budgetary
years
– Can be larger than
individual product life
cycles
– Can include work both
within and outside of IT
5
The Cycle of Decomposition
6
Top
Unit
Acceptanc
e
Criteria
2nd
Unit
2nd
Unit
2nd
Unit
2nd
Unit
2nd
Unit
2nd
Unit
Acceptanc
e
Criteria
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e
Criteria
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e
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e
Criteria
3rd
3rd
3rd
3rd
3rd
3rd
3rd
3rd
3rd3rd
3rd
3rd
Acceptance
Criteria
Acceptance
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Acceptance
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Acceptance
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Acceptance
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Acceptance
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Acceptance
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Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
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Acceptance
Criteria
4th
4th
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4th
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4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
4th
Version One – Key Assets Overview
7
So, what does this look like overall?
8
PerfectServ
e
IT
Product
Epic
Feature Feature
User Story User Story
Task Task Task Task
User Story
Feature
Epic
Feature
Epic
Product
Epic
And in terms of Version One?
9
PerfectServ
e
IT
NODE
Portfolio
Item
Child
Portfolio
Item
Child
Portfolio
Item
Backlog
Item
Backlog
Item
Task Task Task Task
User Story
Feature
Portfolio
Item
Feature
Epic
Product
Epic
Best Practice:
Portfolio Item is
1 year or less in
duration
Best Practice: Child
Portfolio Item only persists
within a release to
production
Best Practice: Backlog
Items only persist for one
Sprint
The Purpose: Completing the Product Vision
10
Stage 1:
When all stories are
done, the feature is
complete
Stage 2:
When all features are
complete, the epic is
complete
Stage 3:
When all the epics are
complete, the product is
complete
Stage 4:
When the product is
complete, we have
realized our vision in the
marketplace
Where do quarters and releases come in?
11
Jan-16 Dec-17
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1/1/2016 - 12/31/2017
Product Life Cycle
More than 1 year
2 years shown
1/1/2016 - 12/31/2016
Single Year Development Budget
1/1/2016 - 3/31/2016
Q1
4/1/2016 - 6/30/2016
Q2
7/1/2016 - 9/30/2016
Q3
10/1/2016 - 12/31/2016
Q4
Epic
Jan-16 Dec-16
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1/1/2016 - 3/31/2016
Q1
4/1/2016 - 6/30/2016
Q2
7/1/2016 - 9/30/2016
Q3
10/1/2016 - 12/31/2016
Q4
Jan - Apr
Release to Production
Apr - Jun
Release to Production
Feature
Jan-16 Jun-16
Feb Mar Apr May Jun
1/1/2016 - 3/31/2016
Q1
4/1/2016 - 6/30/2016
Q2
Jan - Apr
Release to Production
Apr - Jun
Release to Production
Jan - Jan
Sprint 1
Jan - Feb
Sprint 2
Feb - Feb
Sprint 3
Feb - Mar
Sprint 4
Mar - Mar
Sprint 5
Story
Backlogs, Products and Epics
OH MY!
12
Backlog
• Backlog is one of the most
over used and less
understood terms in all of
agile
• There are multiple types of
backlogs, that cover
strategic planning concepts
all the way down to your
daily activities
• Understanding the different
types of backlog (even if you
choose not to employ them
at some levels or refer to
them as a “backlog”) will
prevent confusion
13
Sprint Backlog
Team Backlog
Release Backlog
Quarterly Backlog
Product Backlog
Portfolio BacklogPortfolio Backlog
• A portfolio backlog is a list of projects
or programs that are listed in
strategic and financial priority in the
order from most beneficial to least
• The list represents the major
initiatives or work we will fund in IT
• For development, that work is usually
expressed in terms of products
• For purely infrastructure projects or
programs, the work may be classified
in terms customized to the
infrastructure to be added either
descriptive of the work (i.e. New Data
Center) or designated by some
customized code name (i.e. “Project
Cortez”)
Product Backlog
• When someone refers to the
Product Backlog they are
referring to the prioritized wish
list of all the things that the
product should be capable of
once completed.
• It’s important to note this backlog
can contain Epics, Features, or a
combination of both.
• A functional, planning ready
backlog will have enough high
priority epics decomposed to
feature level to fill the next
planned future product release to
production
Quarterly Backlog
• Some teams have embraced quarterly
planning. If they have a list of milestones,
epics, and/or features to be completed
within that quarter that list once prioritized
is the quarterly backlog
• It is important to not confuse the quarterly
backlog with a release backlog
• A quarterly backlog may contain no
production releases, one production
release, or multiple production releases
• It is not uncommon to have a quarterly
backlog AND a release backlog, however
some teams choose to supplant the
release backlog with a quarterly backlog
and will only do midrange planning using
the quarter as the unit of measure
Release Backlog
• The release backlog is a prioritized list of work
decomposed to feature level that contains a list
of all value added functionality and required
infrastructure to be added in the next release to
production
• A release backlog is often used as the list of
features referenced at time of release planning,
and in scaled mult-team efforts will contain
features to be divided amongst all participating
teams
• Do not confuse a release backlog with a team
backlog. If you have a single team doing all the
work within a release to production, then they
represent the same work. HOWEVER… if you
have multiple teams a release backlog will have
the work for all teams while a team backlog will
contain only the work for a single team for a
release
• SAFe refers to the Release backlog as the
program backlog. Be aware of this, so if you see
within the tool or someone mentions a “program
backlog” you will not be confused
Team Backlog
• This contains all the work decomposed to
the feature level, user story level, or a
combination or the two. The team backlog
contains the prioritized work for a single
team to complete in a single release to
production.
• Do not confuse this backlog with a Sprint
backlog. While some teams do go to
production every sprint, and in those
occasions a sprint backlog does contain
the same work as the Team Backlog, we
rarely have a minimal marketable feature
completed within one sprint
• When multiple sprints of work must be
completed before we have something we
can release to production the team
backlog will actually contain two or more
sprint backlogs of features
Sprint Backlog
• This is the team backlog of work
decomposed to the user story level
to be used in sprint planning and
contains the work to be
accomplished within one iteration or
sprint
• If your team does not use
iterations… and is a Kanban style
team… you may or may not use a
sprint backlog within the tool to
present your Kanban queue
• Remember… this is a list of work to
be accomplished within a sprint and
all user stories should be ideally
finished within whichever sprint they
are started.
The Final Backlog– the Daily Task List
• This is not considered by many
to be an actual backlog, as it is
just the work a single individual
plans to do in a single day
• No matter how informally,
however, we all tend to keep a
list somewhere in our head or
on a white board or a tool that
has our activities for the day
• If you do not practice this, you
might consider starting. I have
seen this done to great success
using confluence and white
boarding to help team members
remind their teammates what
they are working on throughout
the day
14
15
Intake
Process:
Represents
IT Budget for
Product
Development
Product 1 is funded for
Development
Product 2 is funded for
Development
Product 3 is funded for
Development
Product 4 is funded for
Development
IT Budget – Selecting Products
A
Miracl
e
Occur
s
Product
• A product is top container of
work that exists under IT
• Each product may contain
multiple Epics and have
multiple releases to
production
• To decompose the epic
– Determine the acceptance
criteria consisting of all the
major functionality the
product should be capable
of once complete
– Decompose each
acceptance criteria into
one or more Epics
16
Product
Acceptance
Criteria 1
Acceptance
Criteria 2
Acceptance
Criteria 3
Acceptance
Criteria 4
Decompose
Product Acceptance Criteria
• Each acceptance criteria for a
product is decomposed to one or
more Epics
• To decompose the acceptance
criteria
– Break down the key
components of the first
acceptance criteria using
logical, time based, or
dependency based logical
containers
– Repeat process for all product
acceptance criteria until you
have a full list of epics.
– Prioritize your epics and build
your initial product backlog
• Note: As you build your epics, you
are actually satisfying your
acceptance criteria for your
Product
17
Epic 3
Acceptance
Criterial 1
Acceptance
Criterial 2
Acceptance
Criterial 3
Acceptance
Criterial 4
Epi
c 1
Epi
c 2
Epi
c 3
Epi
c 4
The Epic
• Definition: An epic is an
asset, either expressed in
terms of a broad/ large
milestone or product
capability
• Example:
– Product – Complete
Triathlon
• Epic 1 – Complete
Swimming course
• Epic 2 – Complete Biking
course
• Epic 3 – Complete
Running course
• Simile: Also referred to as Portfolio Item
within Version One
• Characteristics:
– Epics by definition are so large that
details may not be possible at the
beginning
– Epics can be treated as projects, with
what is in scope, out of scope, and
acceptance criteria defined in some
form of informal documentation
– Epics may span releases to
production, quarters, etc., but will not
extend past the product life cycle
– One or more Epics satisfy the
acceptance criteria of the Product
– One or many teams may collaborate to
build an epic
18
Epic Template
• Often the scope of an epic
requires more information
than a story or task.
• Usually that information is
placed in a tool such as
Version One
• Required as a minimum:
– Description
– Success / Acceptance
Criteria
– What is In Scope
– What is Out of Scope
19
Example Epic Template
Epic Lightweight Business Case
When
required, a
lightweight
business
case may
be
produced.
20
Features and Releases
Midrange targeting and planning
21
Decomposing the Work - Feature
22
Feature 1
Feature 2
Feature 3
Feature 4
Feature 5
Epic
Repeat the Process
• Identify Acceptance Criteria
• Decompose Acceptance Criteria to component assets
• Verify that component assets can be accomplished
within one release
• Verify each asset has well defined acceptance criteria
of its own
The Feature
• Definition: A feature is an asset
that combined with other features
satisfied an acceptance criteria of
an epic
• Example:
– Product – Complete Triathlon
• Epic 1 – Complete Swimming course
• Epic 2 – Complete Biking
course
– Feature 1: Acquire bicycle
– Feature 2: Practice on
comparable course
– Feature 3: Execute bike
race on day of
competition
• Epic 3 – Complete Running course
• Simile: Also referred to as
Child Portfolio Item within
Version One
• Characteristics:
– Features should be
decomposed to be small
enough to be accomplished
within one release to
production
– Features will take one or
MORE sprints to
accomplish
– Features will have one or
MORE user stories
– Features are generally
assigned to a single team,
although may be vertically
sliced if required in a
scaled agile environment
23
The Release vs Quarterly Planning
• Release is an overused term
• Simply, it is the bundle of features we are
going to put out to production to
upgrade/increase our product’s capability
• Version One allows releases to be used 2
ways
– Release with the Product on the tree is
the release going to production of all
new code
– Release under the team is basically a
container of one or more sprints worth
of work within that team, grouped for
reporting and status tracking purposes
• With our current cadence, we are
releasing at the end of every quarter,
making the two appear similar. You can
release to production less or more
frequently than quarterly, so it is important
to make sure they are not confused for
one another
• Quarterly planning is a term used to
describe all the work we will do within the
upcoming quarter
• Very often, we can base our mid to long
range roadmaps on quarterly planning
• There is no specific “Quarterly Planning”
place within the tool. We will simply plan
releases and they will occur within the
designated quarter
• As we are currently set up, we do
quarterly planning with teams who have
dependencies upon the work their fellow
teams are producing. This is much like
release planning. The similarity is that
currently we are having one release per
quarter… by design … and the terms
quarterly planning and release planning
are being used interchangeably
24
Tactical Elements of Sprints &
User Stories
Where the work is done and the rubber meets the road
25
Decomposing the Work – User Story
26
Story 1
Story 2
Story 3
Story 4
Story 5
Feature
Repeat the Process
• Identify Acceptance Criteria
• Decompose Acceptance Criteria to component assets
• Verify that component assets can be accomplished
within one release
• Verify each asset has well defined acceptance criteria
of its own
The User Story
• Definition: Work
expressed in terms of
an end user
perspective. It should
describe the user,
what they want, and
why.
• Simile: Also referred to as a
backlog item within Version One
• Characteristics: All stories should
follow the INVEST criteria if at all
possible.
• User Stories should only persist
within the sprint that they start in.
INVEST
27
Letter Meaning Description
I Independent
The user story should be
self-contained, in a way
that there is no inherent
dependency on another
user story.
N Negotiable
User stories, up until
they are part of an
iteration, can always be
changed and rewritten.
V Valuable
A user story must deliver
value to the end user.
E Estimable
You must always be
able to estimate the size
of a user story.
S Small
User stories should not
be so big as to become
impossible to
plan/task/prioritize with a
certain level of certainty.
T Testable
The user story or its
related description must
provide the necessary
information to make test
development possible.
When is a Backlog Item NOT a user story
• Teams not using scrum may
be using the backlog item as
their task level work
container
• This is a valid use, and is
common on non-IT related
teams and also for
infrastructure teams
• Teams with work of this
nature still need to insure
they have adequate
acceptance criteria so that
completion of the backlog
item is not left to subjective
judgement at the end 28
The Sprint
• Definition: The sprint is
an iteration that is
included in Agile SCRUM
that focuses on producing
value that can be released
either incrementally or in
conjunction with other
sprints to create a
minimally marketable
feature.
29
• Sprints contain a backlog of user
stories committed to by the team
• It is common for an iteration to
have a planning session, several
daily standups, a review and a
retrospective
• Sprints can last for 2, 3, or 4
weeks
Decomposing the Work – The Task
30
Task 1
Task 2
Task 3
Task 4
Task 5
User Story
Repeat the Process
• Identify Acceptance Criteria
• Decompose Acceptance Criteria to component assets
• Verify that component assets can be accomplished within one release
• Verify each asset has well defined acceptance criteria of its own
• Tasks are very simple… they are the building blocks of each user
story.
• Good tasks are simply testable
• Good tasks are between 2 – 16 hours in duration as a rule of thumb
Integrating with Version One
The “Tree” and how it relates to the way we break down
work.
31
A Project & Version One
• Definition: An individual or
collaborative enterprise that
produces some valuable effect or
asset and has a definite beginning
and end
• When working with Version One,
drop the word “project” from your
vocabulary whenever you see it in
the tool, and replace it with
“bucket” or “container”
• Version One over uses and
misuses the term project to the
point of potentially great confusion
• Simile: Also referred
to as a NODE within
Version One
32
The Asset
• Definition: An asset is a pronoun.
It is a general term that is applied
to any level of work decomposition.
• The asset is in common usage due
to the need to refer to work in a
nonspecific variable
– Common Usage Example: We decomposed
the epic to 12 assets, but only 10 could be
accomplished within a release to production.
We broke the last 2 assets into another 5
smaller assets, leaving us with 15 features
for the next release.
• Simile: An asset may be
referred to as a portfolio item,
child portfolio item, backlog
item, or even less frequently
as a task within Version One
• Characteristics:
– Can refer to anything from
a node to a level of work
– Used when work is less
defined and requires further
definition to be classified
correctly
– Often used in planning or
training situations where
pronouns are more
applicable than more
precise descriptions of
work to convey a point
33
Version One Tree: Product Level
34
Version One Tree: Team Level
35
Appendix A
Backlog Definitions
36
Backlog
Product Backlog
• When someone refers to the Product
Backlog they are referring to the
prioritized wish list of all the things
that the product should be capable of
once completed.
• It’s important to note this backlog can
contain Epics, Features, or a
combination of both.
• A functional, planning ready backlog
will have enough high priority epics
decomposed to feature level to fill the
next planned future product release
to production
Portfolio Backlog
• A portfolio backlog is a list of projects
or programs that are listed in
strategic and financial priority in the
order from most beneficial to least
• The list represents the major
initiatives or work we will fund in IT
• For development, that work is usually
expressed in terms of products
• For purely infrastructure projects or
programs, the work may be classified
in terms customized to the
infrastructure to be added either
descriptive of the work (i.e. New Data
Center) or designated by some
customized code name (i.e. “Project
Cortez”)
37
Backlog (Continued)
Quarterly Backlog
• Some teams have embraced quarterly planning.
If they have a list of milestones, epics, and/or
features to be completed within that quarter that
list once prioritized is the quarterly backlog
• It is important to not confuse the quarterly
backlog with a release backlog
• A quarterly backlog may contain no production
releases, one production release, or multiple
production releases
• It is not uncommon to have a quarterly backlog
AND a release backlog, however some teams
choose to supplant the release backlog with a
quarterly backlog and will only do midrange
planning using the quarter as the unit of
measure
Release Backlog
• The release backlog is a prioritized list of work
decomposed to feature level that contains a list
of all value added functionality and required
infrastructure to be added in the next release to
production
• A release backlog is often used as the list of
features referenced at time of release planning,
and in scaled mult-team efforts will contain
features to be divided amongst all participating
teams
• Do not confuse a release backlog with a team
backlog. If you have a single team doing all the
work within a release to production, then they
represent the same work. HOWEVER… if you
have multiple teams a release backlog will have
the work for all teams while a team backlog will
contain only the work for a single team for a
release
• SAFe refers to the Release backlog as the
program backlog. Be aware of this, so if you see
within the tool or someone mentions a “program
backlog” you will not be confused
38
Backlog (Continued)
Team Backlog
• This contains all the work decomposed to
the feature level, user story level, or a
combination or the two. The team backlog
contains the prioritized work for a single
team to complete in a single release to
production.
• Do not confuse this backlog with a Sprint
backlog. While some teams do go to
production every sprint, and in those
occasions a sprint backlog does contain
the same work as the Team Backlog, we
rarely have a minimal marketable feature
completed within one sprint
• When multiple sprints of work must be
completed before we have something we
can release to production the team
backlog will actually contain two or more
sprint backlogs of features
Sprint Backlog
• This is the team backlog of work
decomposed to the user story level to be
used in sprint planning and contains the
work to be accomplished within one
iteration or sprint
• If your team does not use iterations… and
is a Kanban style team… you may or may
not use a sprint backlog within the tool to
present your Kanban queue
• Remember… this is a list of work to be
accomplished within a sprint and all user
stories should be ideally finished within
whichever sprint they are started.
39
Appendix B
Infographics
40
Product Life Cycle down to Sprint Infographic
41
Jan-16 Dec-17
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan-16 Dec-16
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1/1/2016 - 12/31/2017
Product Life Cycle
More than 1 year
2 years shown
1/1/2016 - 12/31/2016
Single Year Development Budget
1/1/2016 - 3/31/2016
Q1
1/1/2016 - 3/31/2016
Q1
4/1/2016 - 6/30/2016
Q2
4/1/2016 - 6/30/2016
Q2
7/1/2016 - 9/30/2016
Q3
7/1/2016 - 9/30/2016
Q3
10/1/2016 - 12/31/2016
Q4
10/1/2016 - 12/31/2016
Q4
Jan-16 Jun-16
Feb Mar Apr May Jun
1/1/2016 - 3/31/2016
Q1
4/1/2016 - 6/30/2016
Q2
Jan - Apr
Release to Production
Jan - Apr
Release to Production
Apr - Jun
Release to Production
Apr - Jun
Release to Production
Jan - Jan
Sprint 1
Jan - Feb
Sprint 2
Feb - Feb
Sprint 3
Feb - Mar
Sprint 4
Mar - Mar
Sprint 5
Jan-16 Feb-16
Feb
Jan - Apr
Release to Production
Jan - Feb
Sprint 2
Jan - Jan
Sprint 1
Epics exist within the product life cycle
Best practice: Epics should be as small as they
can be… perhaps requiring work over 2 -3
releases to production
Features exist within a single release to
production, but may span 1 or more sprints
within that release
User Stories exist within a single sprint.
If work is required to hold over to
subsequent sprints, best practice is to
split the user story into two stories, one
for each sprint
Tasks exist within a single sprint, like
user stories.
Best Practice: A task should last no
more than 2 working days before being
completed. Larger tasks should be
broken down to smaller tasks if possible
The Cycle of Decomposition
42
Product
Acceptanc
e
Criteria
Epic
Epic
Epic
Epic
Epic
Epic
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Acceptanc
e
Criteria
Feature
Feature
Feature
Feature
Feature
Feature
Feature
Feature
3rdFeature
Feature
Feature
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Acceptance
Criteria
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Stor
y
Agile Terms & Version One Terms
43
PerfectServ
e
IT
NODE
Portfolio
Item
Child
Portfolio
Item
Child
Portfolio
Item
Backlog
Item
Backlog
Item
Task Task Task Task
User Story
Feature
Portfolio
Item
Feature
Epic
Product
Epic
Best Practice:
Portfolio Item is
1 year or less in
duration
Best Practice: Child
Portfolio Item only persists
within a release to
production
Best Practice: Backlog
Items only persist for one
Sprint
Appendix C
Miscellaneous Definitions
44
The Initiative
• Definition: An initiative is a
large scale effort possibly
requiring work both within and
outside of IT.
• Initiatives are generally
strategic in nature
• Initiatives will lack detail level
specifics
• Initiatives are often
accompanied by a feasibility
study and business case for
funding consideration
• Characteristics:
– High level
– Used in strategic planning
– May take less than one
year, but may stretch
across multiple budgetary
years
– Can be larger than
individual product life
cycles
– Can include work both
within and outside of IT
45
Strategic vs Tactical Planning
• Strategic planning is high level
• Focused on milestones and
product level deliverables
• Product road map and even
release planning are
considered strategic level
planning
• Strategic level planning has
fewer details, and is more
focused on providing larger
goals to be achieved
• Funding is often done at the
Strategic level, due to the level
of detail presented and the fact
that it is still very resistant to
change and adjustments due to
obstacles
• Tactical planning is more
actually closely aligned to work
that must be done at the mid
range and detail level
• Tactical planning is around the
sprint planning and task
planning level
• Used more as a executable
plan of action to produce assets
of value
• We often track the actual hours
spent on tactical assets, such
as tasks, for purposes of rolling
that information up to capitalize
when strategic elements are
deployed to production
46
Product Life Cycle
Definition
• The stages of a product from it’s introduction
until the product is eventually retired
• This is usually expressed in stages, and
depending upon whether you are technical or
more marketing focused those stages may vary.
• These stages do follow a pattern, however.
– Initial introduction or product design and
development
– Operations where enhancements are
introduced and where sales revenue
typically increases
– Maturity during which the product
enhancement effort and revenue stabilize
– Decline where the product revenue
eventually becomes too little to be viable.
During this phase bug fixes and support
often cease and the product is eventually
retired
Characteristics
• Product Life Cycle can span multiple projects,
and often a product manager is assigned to
represent the needs of the product from
introduction and development thru the retirement
of the product.
47
The Asset
• Definition: An asset is a pronoun.
It is a general term that is applied
to any level of work decomposition.
• The asset is in common usage due
to the need to refer to work in a
nonspecific variable
– Common Usage Example: We decomposed
the epic to 12 assets, but only 10 could be
accomplished within a release to production.
We broke the last 2 assets into another 5
smaller assets, leaving us with 15 features
for the next release.
• Simile: An asset may be
referred to as a portfolio item,
child portfolio item, backlog
item, or even less frequently
as a task within Version One
• Characteristics:
– Can refer to anything from
a node to a level of work
– Used when work is less
defined and requires further
definition to be classified
correctly
– Often used in planning or
training situations where
pronouns are more
applicable than more
precise descriptions of
work to convey a point
48
The Epic
• Definition: An epic is an
asset, either expressed in
terms of a broad/ large
milestone or product
capability
• Example:
– Product – Complete
Triathlon
• Epic 1 – Complete
Swimming course
• Epic 2 – Complete Biking
course
• Epic 3 – Complete
Running course
• Simile: Also referred to as Portfolio Item
within Version One
• Characteristics:
– Epics by definition are so large that
details may not be possible at the
beginning
– Epics can be treated as projects, with
what is in scope, out of scope, and
acceptance criteria defined in some
form of informal documentation
– Epics may span releases to
production, quarters, etc., but will not
extend past the product life cycle
– One or more Epics satisfy the
acceptance criteria of the Product
– One or many teams may collaborate to
build an epic
49
The Feature
• Definition: A feature is an asset
that combined with other features
satisfied an acceptance criteria of
an epic
• Example:
– Product – Complete Triathlon
• Epic 1 – Complete Swimming course
• Epic 2 – Complete Biking
course
– Feature 1: Acquire bicycle
– Feature 2: Practice on
comparable course
– Feature 3: Execute bike
race on day of
competition
• Epic 3 – Complete Running course
• Simile: Also referred to as
Child Portfolio Item within
Version One
• Characteristics:
– Features should be
decomposed to be small
enough to be accomplished
within one release to
production
– Features will take one or
MORE sprints to
accomplish
– Features will have one or
MORE user stories
– Features are generally
assigned to a single team,
although may be vertically
sliced if required in a
scaled agile environment
50
The Feature
• Definition: A feature is an asset
that combined with other features
satisfied an acceptance criteria of
an epic
• Example:
– Product – Complete Triathlon
• Epic 1 – Complete Swimming course
• Epic 2 – Complete Biking
course
– Feature 1: Acquire bicycle
– Feature 2: Practice on
comparable course
– Feature 3: Execute bike
race on day of
competition
• Epic 3 – Complete Running course
• Simile: Also referred to as
Child Portfolio Item within
Version One
• Characteristics:
– Features should be
decomposed to be small
enough to be accomplished
within one release to
production
– Features will take one or
MORE sprints to
accomplish
– Features will have one or
MORE user stories
– Features are generally
assigned to a single team,
although may be vertically
sliced if required in a
scaled agile environment
51

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Definitions and Terms R1

  • 1. Breaking Down the Work Terms, Definitions, & Process
  • 2. Agenda Overview Quick once over of heirarchy, process, and tree as well as breaking down the work Backlogs, Products, and Epics Portfolio level components and their definition Features and Releases Program Level components and their definitions Sprints and Stories Project/Team level components and their definitions Integrating with Version One How does this procedure work with Version One and our Tree Q&A Questions and Answer Session Appendices A, B, C
  • 3. Overview • In this workshop we will cover some concepts that we have all used in one manner or another… our goal is: – To give you an optimal way to decompose work – To provide a standard vocabulary for everyone to share when referring to work – To provide a standard way of approaching the break down of work and working within the Version One tree hierarchy • In scope… terms and definitions from the Portfolio level to task level • Out of scope… the intake process for new work prior to approved portfolio item
  • 4. Strategic vs Tactical Planning • Strategic planning is high level • Focused on milestones and product level deliverables • Product road map and even release planning are considered strategic level planning • Strategic level planning has fewer details, and is more focused on providing larger goals to be achieved • Funding is often done at the Strategic level, due to the level of detail presented and the fact that it is still very resistant to change and adjustments due to obstacles • Tactical planning is more actually closely aligned to work that must be done at the mid range and detail level • Tactical planning is around the sprint planning and task planning level • Used more as a executable plan of action to produce assets of value • We often track the actual hours spent on tactical assets, such as tasks, for purposes of rolling that information up to capitalize when strategic elements are deployed to production 4
  • 5. The Initiative • Definition: An initiative is a large scale effort possibly requiring work both within and outside of IT. • Initiatives are generally strategic in nature • Initiatives will lack detail level specifics • Initiatives are often accompanied by a feasibility study and business case for funding consideration • Characteristics: – High level – Used in strategic planning – May take less than one year, but may stretch across multiple budgetary years – Can be larger than individual product life cycles – Can include work both within and outside of IT 5
  • 6. The Cycle of Decomposition 6 Top Unit Acceptanc e Criteria 2nd Unit 2nd Unit 2nd Unit 2nd Unit 2nd Unit 2nd Unit Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria 3rd 3rd 3rd 3rd 3rd 3rd 3rd 3rd 3rd3rd 3rd 3rd Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th 4th
  • 7. Version One – Key Assets Overview 7
  • 8. So, what does this look like overall? 8 PerfectServ e IT Product Epic Feature Feature User Story User Story Task Task Task Task User Story Feature Epic Feature Epic Product Epic
  • 9. And in terms of Version One? 9 PerfectServ e IT NODE Portfolio Item Child Portfolio Item Child Portfolio Item Backlog Item Backlog Item Task Task Task Task User Story Feature Portfolio Item Feature Epic Product Epic Best Practice: Portfolio Item is 1 year or less in duration Best Practice: Child Portfolio Item only persists within a release to production Best Practice: Backlog Items only persist for one Sprint
  • 10. The Purpose: Completing the Product Vision 10 Stage 1: When all stories are done, the feature is complete Stage 2: When all features are complete, the epic is complete Stage 3: When all the epics are complete, the product is complete Stage 4: When the product is complete, we have realized our vision in the marketplace
  • 11. Where do quarters and releases come in? 11 Jan-16 Dec-17 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1/1/2016 - 12/31/2017 Product Life Cycle More than 1 year 2 years shown 1/1/2016 - 12/31/2016 Single Year Development Budget 1/1/2016 - 3/31/2016 Q1 4/1/2016 - 6/30/2016 Q2 7/1/2016 - 9/30/2016 Q3 10/1/2016 - 12/31/2016 Q4 Epic Jan-16 Dec-16 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1/1/2016 - 3/31/2016 Q1 4/1/2016 - 6/30/2016 Q2 7/1/2016 - 9/30/2016 Q3 10/1/2016 - 12/31/2016 Q4 Jan - Apr Release to Production Apr - Jun Release to Production Feature Jan-16 Jun-16 Feb Mar Apr May Jun 1/1/2016 - 3/31/2016 Q1 4/1/2016 - 6/30/2016 Q2 Jan - Apr Release to Production Apr - Jun Release to Production Jan - Jan Sprint 1 Jan - Feb Sprint 2 Feb - Feb Sprint 3 Feb - Mar Sprint 4 Mar - Mar Sprint 5 Story
  • 12. Backlogs, Products and Epics OH MY! 12
  • 13. Backlog • Backlog is one of the most over used and less understood terms in all of agile • There are multiple types of backlogs, that cover strategic planning concepts all the way down to your daily activities • Understanding the different types of backlog (even if you choose not to employ them at some levels or refer to them as a “backlog”) will prevent confusion 13 Sprint Backlog Team Backlog Release Backlog Quarterly Backlog Product Backlog Portfolio BacklogPortfolio Backlog • A portfolio backlog is a list of projects or programs that are listed in strategic and financial priority in the order from most beneficial to least • The list represents the major initiatives or work we will fund in IT • For development, that work is usually expressed in terms of products • For purely infrastructure projects or programs, the work may be classified in terms customized to the infrastructure to be added either descriptive of the work (i.e. New Data Center) or designated by some customized code name (i.e. “Project Cortez”) Product Backlog • When someone refers to the Product Backlog they are referring to the prioritized wish list of all the things that the product should be capable of once completed. • It’s important to note this backlog can contain Epics, Features, or a combination of both. • A functional, planning ready backlog will have enough high priority epics decomposed to feature level to fill the next planned future product release to production Quarterly Backlog • Some teams have embraced quarterly planning. If they have a list of milestones, epics, and/or features to be completed within that quarter that list once prioritized is the quarterly backlog • It is important to not confuse the quarterly backlog with a release backlog • A quarterly backlog may contain no production releases, one production release, or multiple production releases • It is not uncommon to have a quarterly backlog AND a release backlog, however some teams choose to supplant the release backlog with a quarterly backlog and will only do midrange planning using the quarter as the unit of measure Release Backlog • The release backlog is a prioritized list of work decomposed to feature level that contains a list of all value added functionality and required infrastructure to be added in the next release to production • A release backlog is often used as the list of features referenced at time of release planning, and in scaled mult-team efforts will contain features to be divided amongst all participating teams • Do not confuse a release backlog with a team backlog. If you have a single team doing all the work within a release to production, then they represent the same work. HOWEVER… if you have multiple teams a release backlog will have the work for all teams while a team backlog will contain only the work for a single team for a release • SAFe refers to the Release backlog as the program backlog. Be aware of this, so if you see within the tool or someone mentions a “program backlog” you will not be confused Team Backlog • This contains all the work decomposed to the feature level, user story level, or a combination or the two. The team backlog contains the prioritized work for a single team to complete in a single release to production. • Do not confuse this backlog with a Sprint backlog. While some teams do go to production every sprint, and in those occasions a sprint backlog does contain the same work as the Team Backlog, we rarely have a minimal marketable feature completed within one sprint • When multiple sprints of work must be completed before we have something we can release to production the team backlog will actually contain two or more sprint backlogs of features Sprint Backlog • This is the team backlog of work decomposed to the user story level to be used in sprint planning and contains the work to be accomplished within one iteration or sprint • If your team does not use iterations… and is a Kanban style team… you may or may not use a sprint backlog within the tool to present your Kanban queue • Remember… this is a list of work to be accomplished within a sprint and all user stories should be ideally finished within whichever sprint they are started.
  • 14. The Final Backlog– the Daily Task List • This is not considered by many to be an actual backlog, as it is just the work a single individual plans to do in a single day • No matter how informally, however, we all tend to keep a list somewhere in our head or on a white board or a tool that has our activities for the day • If you do not practice this, you might consider starting. I have seen this done to great success using confluence and white boarding to help team members remind their teammates what they are working on throughout the day 14
  • 15. 15 Intake Process: Represents IT Budget for Product Development Product 1 is funded for Development Product 2 is funded for Development Product 3 is funded for Development Product 4 is funded for Development IT Budget – Selecting Products A Miracl e Occur s
  • 16. Product • A product is top container of work that exists under IT • Each product may contain multiple Epics and have multiple releases to production • To decompose the epic – Determine the acceptance criteria consisting of all the major functionality the product should be capable of once complete – Decompose each acceptance criteria into one or more Epics 16 Product Acceptance Criteria 1 Acceptance Criteria 2 Acceptance Criteria 3 Acceptance Criteria 4 Decompose
  • 17. Product Acceptance Criteria • Each acceptance criteria for a product is decomposed to one or more Epics • To decompose the acceptance criteria – Break down the key components of the first acceptance criteria using logical, time based, or dependency based logical containers – Repeat process for all product acceptance criteria until you have a full list of epics. – Prioritize your epics and build your initial product backlog • Note: As you build your epics, you are actually satisfying your acceptance criteria for your Product 17 Epic 3 Acceptance Criterial 1 Acceptance Criterial 2 Acceptance Criterial 3 Acceptance Criterial 4 Epi c 1 Epi c 2 Epi c 3 Epi c 4
  • 18. The Epic • Definition: An epic is an asset, either expressed in terms of a broad/ large milestone or product capability • Example: – Product – Complete Triathlon • Epic 1 – Complete Swimming course • Epic 2 – Complete Biking course • Epic 3 – Complete Running course • Simile: Also referred to as Portfolio Item within Version One • Characteristics: – Epics by definition are so large that details may not be possible at the beginning – Epics can be treated as projects, with what is in scope, out of scope, and acceptance criteria defined in some form of informal documentation – Epics may span releases to production, quarters, etc., but will not extend past the product life cycle – One or more Epics satisfy the acceptance criteria of the Product – One or many teams may collaborate to build an epic 18
  • 19. Epic Template • Often the scope of an epic requires more information than a story or task. • Usually that information is placed in a tool such as Version One • Required as a minimum: – Description – Success / Acceptance Criteria – What is In Scope – What is Out of Scope 19 Example Epic Template
  • 20. Epic Lightweight Business Case When required, a lightweight business case may be produced. 20
  • 21. Features and Releases Midrange targeting and planning 21
  • 22. Decomposing the Work - Feature 22 Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Epic Repeat the Process • Identify Acceptance Criteria • Decompose Acceptance Criteria to component assets • Verify that component assets can be accomplished within one release • Verify each asset has well defined acceptance criteria of its own
  • 23. The Feature • Definition: A feature is an asset that combined with other features satisfied an acceptance criteria of an epic • Example: – Product – Complete Triathlon • Epic 1 – Complete Swimming course • Epic 2 – Complete Biking course – Feature 1: Acquire bicycle – Feature 2: Practice on comparable course – Feature 3: Execute bike race on day of competition • Epic 3 – Complete Running course • Simile: Also referred to as Child Portfolio Item within Version One • Characteristics: – Features should be decomposed to be small enough to be accomplished within one release to production – Features will take one or MORE sprints to accomplish – Features will have one or MORE user stories – Features are generally assigned to a single team, although may be vertically sliced if required in a scaled agile environment 23
  • 24. The Release vs Quarterly Planning • Release is an overused term • Simply, it is the bundle of features we are going to put out to production to upgrade/increase our product’s capability • Version One allows releases to be used 2 ways – Release with the Product on the tree is the release going to production of all new code – Release under the team is basically a container of one or more sprints worth of work within that team, grouped for reporting and status tracking purposes • With our current cadence, we are releasing at the end of every quarter, making the two appear similar. You can release to production less or more frequently than quarterly, so it is important to make sure they are not confused for one another • Quarterly planning is a term used to describe all the work we will do within the upcoming quarter • Very often, we can base our mid to long range roadmaps on quarterly planning • There is no specific “Quarterly Planning” place within the tool. We will simply plan releases and they will occur within the designated quarter • As we are currently set up, we do quarterly planning with teams who have dependencies upon the work their fellow teams are producing. This is much like release planning. The similarity is that currently we are having one release per quarter… by design … and the terms quarterly planning and release planning are being used interchangeably 24
  • 25. Tactical Elements of Sprints & User Stories Where the work is done and the rubber meets the road 25
  • 26. Decomposing the Work – User Story 26 Story 1 Story 2 Story 3 Story 4 Story 5 Feature Repeat the Process • Identify Acceptance Criteria • Decompose Acceptance Criteria to component assets • Verify that component assets can be accomplished within one release • Verify each asset has well defined acceptance criteria of its own
  • 27. The User Story • Definition: Work expressed in terms of an end user perspective. It should describe the user, what they want, and why. • Simile: Also referred to as a backlog item within Version One • Characteristics: All stories should follow the INVEST criteria if at all possible. • User Stories should only persist within the sprint that they start in. INVEST 27 Letter Meaning Description I Independent The user story should be self-contained, in a way that there is no inherent dependency on another user story. N Negotiable User stories, up until they are part of an iteration, can always be changed and rewritten. V Valuable A user story must deliver value to the end user. E Estimable You must always be able to estimate the size of a user story. S Small User stories should not be so big as to become impossible to plan/task/prioritize with a certain level of certainty. T Testable The user story or its related description must provide the necessary information to make test development possible.
  • 28. When is a Backlog Item NOT a user story • Teams not using scrum may be using the backlog item as their task level work container • This is a valid use, and is common on non-IT related teams and also for infrastructure teams • Teams with work of this nature still need to insure they have adequate acceptance criteria so that completion of the backlog item is not left to subjective judgement at the end 28
  • 29. The Sprint • Definition: The sprint is an iteration that is included in Agile SCRUM that focuses on producing value that can be released either incrementally or in conjunction with other sprints to create a minimally marketable feature. 29 • Sprints contain a backlog of user stories committed to by the team • It is common for an iteration to have a planning session, several daily standups, a review and a retrospective • Sprints can last for 2, 3, or 4 weeks
  • 30. Decomposing the Work – The Task 30 Task 1 Task 2 Task 3 Task 4 Task 5 User Story Repeat the Process • Identify Acceptance Criteria • Decompose Acceptance Criteria to component assets • Verify that component assets can be accomplished within one release • Verify each asset has well defined acceptance criteria of its own • Tasks are very simple… they are the building blocks of each user story. • Good tasks are simply testable • Good tasks are between 2 – 16 hours in duration as a rule of thumb
  • 31. Integrating with Version One The “Tree” and how it relates to the way we break down work. 31
  • 32. A Project & Version One • Definition: An individual or collaborative enterprise that produces some valuable effect or asset and has a definite beginning and end • When working with Version One, drop the word “project” from your vocabulary whenever you see it in the tool, and replace it with “bucket” or “container” • Version One over uses and misuses the term project to the point of potentially great confusion • Simile: Also referred to as a NODE within Version One 32
  • 33. The Asset • Definition: An asset is a pronoun. It is a general term that is applied to any level of work decomposition. • The asset is in common usage due to the need to refer to work in a nonspecific variable – Common Usage Example: We decomposed the epic to 12 assets, but only 10 could be accomplished within a release to production. We broke the last 2 assets into another 5 smaller assets, leaving us with 15 features for the next release. • Simile: An asset may be referred to as a portfolio item, child portfolio item, backlog item, or even less frequently as a task within Version One • Characteristics: – Can refer to anything from a node to a level of work – Used when work is less defined and requires further definition to be classified correctly – Often used in planning or training situations where pronouns are more applicable than more precise descriptions of work to convey a point 33
  • 34. Version One Tree: Product Level 34
  • 35. Version One Tree: Team Level 35
  • 37. Backlog Product Backlog • When someone refers to the Product Backlog they are referring to the prioritized wish list of all the things that the product should be capable of once completed. • It’s important to note this backlog can contain Epics, Features, or a combination of both. • A functional, planning ready backlog will have enough high priority epics decomposed to feature level to fill the next planned future product release to production Portfolio Backlog • A portfolio backlog is a list of projects or programs that are listed in strategic and financial priority in the order from most beneficial to least • The list represents the major initiatives or work we will fund in IT • For development, that work is usually expressed in terms of products • For purely infrastructure projects or programs, the work may be classified in terms customized to the infrastructure to be added either descriptive of the work (i.e. New Data Center) or designated by some customized code name (i.e. “Project Cortez”) 37
  • 38. Backlog (Continued) Quarterly Backlog • Some teams have embraced quarterly planning. If they have a list of milestones, epics, and/or features to be completed within that quarter that list once prioritized is the quarterly backlog • It is important to not confuse the quarterly backlog with a release backlog • A quarterly backlog may contain no production releases, one production release, or multiple production releases • It is not uncommon to have a quarterly backlog AND a release backlog, however some teams choose to supplant the release backlog with a quarterly backlog and will only do midrange planning using the quarter as the unit of measure Release Backlog • The release backlog is a prioritized list of work decomposed to feature level that contains a list of all value added functionality and required infrastructure to be added in the next release to production • A release backlog is often used as the list of features referenced at time of release planning, and in scaled mult-team efforts will contain features to be divided amongst all participating teams • Do not confuse a release backlog with a team backlog. If you have a single team doing all the work within a release to production, then they represent the same work. HOWEVER… if you have multiple teams a release backlog will have the work for all teams while a team backlog will contain only the work for a single team for a release • SAFe refers to the Release backlog as the program backlog. Be aware of this, so if you see within the tool or someone mentions a “program backlog” you will not be confused 38
  • 39. Backlog (Continued) Team Backlog • This contains all the work decomposed to the feature level, user story level, or a combination or the two. The team backlog contains the prioritized work for a single team to complete in a single release to production. • Do not confuse this backlog with a Sprint backlog. While some teams do go to production every sprint, and in those occasions a sprint backlog does contain the same work as the Team Backlog, we rarely have a minimal marketable feature completed within one sprint • When multiple sprints of work must be completed before we have something we can release to production the team backlog will actually contain two or more sprint backlogs of features Sprint Backlog • This is the team backlog of work decomposed to the user story level to be used in sprint planning and contains the work to be accomplished within one iteration or sprint • If your team does not use iterations… and is a Kanban style team… you may or may not use a sprint backlog within the tool to present your Kanban queue • Remember… this is a list of work to be accomplished within a sprint and all user stories should be ideally finished within whichever sprint they are started. 39
  • 41. Product Life Cycle down to Sprint Infographic 41 Jan-16 Dec-17 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan-16 Dec-16 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1/1/2016 - 12/31/2017 Product Life Cycle More than 1 year 2 years shown 1/1/2016 - 12/31/2016 Single Year Development Budget 1/1/2016 - 3/31/2016 Q1 1/1/2016 - 3/31/2016 Q1 4/1/2016 - 6/30/2016 Q2 4/1/2016 - 6/30/2016 Q2 7/1/2016 - 9/30/2016 Q3 7/1/2016 - 9/30/2016 Q3 10/1/2016 - 12/31/2016 Q4 10/1/2016 - 12/31/2016 Q4 Jan-16 Jun-16 Feb Mar Apr May Jun 1/1/2016 - 3/31/2016 Q1 4/1/2016 - 6/30/2016 Q2 Jan - Apr Release to Production Jan - Apr Release to Production Apr - Jun Release to Production Apr - Jun Release to Production Jan - Jan Sprint 1 Jan - Feb Sprint 2 Feb - Feb Sprint 3 Feb - Mar Sprint 4 Mar - Mar Sprint 5 Jan-16 Feb-16 Feb Jan - Apr Release to Production Jan - Feb Sprint 2 Jan - Jan Sprint 1 Epics exist within the product life cycle Best practice: Epics should be as small as they can be… perhaps requiring work over 2 -3 releases to production Features exist within a single release to production, but may span 1 or more sprints within that release User Stories exist within a single sprint. If work is required to hold over to subsequent sprints, best practice is to split the user story into two stories, one for each sprint Tasks exist within a single sprint, like user stories. Best Practice: A task should last no more than 2 working days before being completed. Larger tasks should be broken down to smaller tasks if possible
  • 42. The Cycle of Decomposition 42 Product Acceptanc e Criteria Epic Epic Epic Epic Epic Epic Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Acceptanc e Criteria Feature Feature Feature Feature Feature Feature Feature Feature 3rdFeature Feature Feature Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Acceptance Criteria Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y Stor y
  • 43. Agile Terms & Version One Terms 43 PerfectServ e IT NODE Portfolio Item Child Portfolio Item Child Portfolio Item Backlog Item Backlog Item Task Task Task Task User Story Feature Portfolio Item Feature Epic Product Epic Best Practice: Portfolio Item is 1 year or less in duration Best Practice: Child Portfolio Item only persists within a release to production Best Practice: Backlog Items only persist for one Sprint
  • 45. The Initiative • Definition: An initiative is a large scale effort possibly requiring work both within and outside of IT. • Initiatives are generally strategic in nature • Initiatives will lack detail level specifics • Initiatives are often accompanied by a feasibility study and business case for funding consideration • Characteristics: – High level – Used in strategic planning – May take less than one year, but may stretch across multiple budgetary years – Can be larger than individual product life cycles – Can include work both within and outside of IT 45
  • 46. Strategic vs Tactical Planning • Strategic planning is high level • Focused on milestones and product level deliverables • Product road map and even release planning are considered strategic level planning • Strategic level planning has fewer details, and is more focused on providing larger goals to be achieved • Funding is often done at the Strategic level, due to the level of detail presented and the fact that it is still very resistant to change and adjustments due to obstacles • Tactical planning is more actually closely aligned to work that must be done at the mid range and detail level • Tactical planning is around the sprint planning and task planning level • Used more as a executable plan of action to produce assets of value • We often track the actual hours spent on tactical assets, such as tasks, for purposes of rolling that information up to capitalize when strategic elements are deployed to production 46
  • 47. Product Life Cycle Definition • The stages of a product from it’s introduction until the product is eventually retired • This is usually expressed in stages, and depending upon whether you are technical or more marketing focused those stages may vary. • These stages do follow a pattern, however. – Initial introduction or product design and development – Operations where enhancements are introduced and where sales revenue typically increases – Maturity during which the product enhancement effort and revenue stabilize – Decline where the product revenue eventually becomes too little to be viable. During this phase bug fixes and support often cease and the product is eventually retired Characteristics • Product Life Cycle can span multiple projects, and often a product manager is assigned to represent the needs of the product from introduction and development thru the retirement of the product. 47
  • 48. The Asset • Definition: An asset is a pronoun. It is a general term that is applied to any level of work decomposition. • The asset is in common usage due to the need to refer to work in a nonspecific variable – Common Usage Example: We decomposed the epic to 12 assets, but only 10 could be accomplished within a release to production. We broke the last 2 assets into another 5 smaller assets, leaving us with 15 features for the next release. • Simile: An asset may be referred to as a portfolio item, child portfolio item, backlog item, or even less frequently as a task within Version One • Characteristics: – Can refer to anything from a node to a level of work – Used when work is less defined and requires further definition to be classified correctly – Often used in planning or training situations where pronouns are more applicable than more precise descriptions of work to convey a point 48
  • 49. The Epic • Definition: An epic is an asset, either expressed in terms of a broad/ large milestone or product capability • Example: – Product – Complete Triathlon • Epic 1 – Complete Swimming course • Epic 2 – Complete Biking course • Epic 3 – Complete Running course • Simile: Also referred to as Portfolio Item within Version One • Characteristics: – Epics by definition are so large that details may not be possible at the beginning – Epics can be treated as projects, with what is in scope, out of scope, and acceptance criteria defined in some form of informal documentation – Epics may span releases to production, quarters, etc., but will not extend past the product life cycle – One or more Epics satisfy the acceptance criteria of the Product – One or many teams may collaborate to build an epic 49
  • 50. The Feature • Definition: A feature is an asset that combined with other features satisfied an acceptance criteria of an epic • Example: – Product – Complete Triathlon • Epic 1 – Complete Swimming course • Epic 2 – Complete Biking course – Feature 1: Acquire bicycle – Feature 2: Practice on comparable course – Feature 3: Execute bike race on day of competition • Epic 3 – Complete Running course • Simile: Also referred to as Child Portfolio Item within Version One • Characteristics: – Features should be decomposed to be small enough to be accomplished within one release to production – Features will take one or MORE sprints to accomplish – Features will have one or MORE user stories – Features are generally assigned to a single team, although may be vertically sliced if required in a scaled agile environment 50
  • 51. The Feature • Definition: A feature is an asset that combined with other features satisfied an acceptance criteria of an epic • Example: – Product – Complete Triathlon • Epic 1 – Complete Swimming course • Epic 2 – Complete Biking course – Feature 1: Acquire bicycle – Feature 2: Practice on comparable course – Feature 3: Execute bike race on day of competition • Epic 3 – Complete Running course • Simile: Also referred to as Child Portfolio Item within Version One • Characteristics: – Features should be decomposed to be small enough to be accomplished within one release to production – Features will take one or MORE sprints to accomplish – Features will have one or MORE user stories – Features are generally assigned to a single team, although may be vertically sliced if required in a scaled agile environment 51