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Raj Indugula
raj.indugula@lithespeed.com
Twitter: @lithespeed, @raj_indugula,
To Deliver, Plan We Must
Discover
A value-driven approach to agile planning
Enable business strategies by fundamentally shifting the way we deliver technology to become the
uncontested market leader in …
Customer-
centricity
Speed to market Productivity Innovation
Teams will adopt agile methods to execute against their mission
OrganizationalContext
2
Agile, But…
SprintsRequirements & Planning
Controlled Acceptance,
Release and Operations
Sprint Planning & Backlog
Daily Standup
Sprint Review
Idea
Requirements &
Specifications
Acceptance
Operations
The fuzzy front end The last mile
• Teams not aligned to business goals
• Lack of sufficiently ready work items
• Long requirements lead time
• Lack of clarity, line-of-sight
Build to spec, not need
Lack of Engagement, transparency
3
“UNFUZZYING”
THE
FUZZINESS
4
“The narrower the view, the wider
the ignorance”
Solely focused here
5
From Shared Vision to Reality…
STORIES
FEATURES
EPICS
GOALS/ROADMAP
SHARED
VISION
What do you want to achieve?
What will the business get out of it and what
is the line of sight?
What do users and stakeholders need
to achieve the goals?
What need can the application fulfill?
ACCEPTANCE CRITERIA
Scenarios/Examples
Executable Specs
TASKS What specifically do we do to
complete the story?
What need delivers user value?
How do we know we answered the
need properly?
Help clarify by breaking the feature
into smaller user stories
Example Technique: Story Mapping
Concrete examples are
easier to grasp and test
Provides focus for delivery by putting
deliverables in the context of impacts
they are supposed to achieve
Example Technique: Impact Mapping
(What, Why, Who)
(How)Example Technique: Example Mapping
Connecting the work of the teams with business goals
Delivery
Team
Bus. Sponsor &
Product Owner
Product Owner &
Delivery Team
Product Owner &
Delivery Team
Product Owner &
Discovery Team
6
1. Identify and Understand the
Business Needs
• What is the product vision & goals?
• Understand user journey(s); pains and gains
• What are the success criteria?
How we capture our product vision & goals
XXXXXXX XXXXXX (1 Program, 2 Customer Experiences)
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation
Program Goals
• Highly-available,
secure, fit-for-
purpose solutions
that meet/exceed
performance
service levels
• Predictable flow of
value matched to
customer needs
• High quality
product solutions
as perceived by our
customers
• Engaged and happy
team members
Target
Group
Goals
Team /
Roles
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium
doloremque
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium
doloremque
Real-Time Execution Data Analytics & Intelligence
Finibus Bonorum et Malorum
• ugit, sed quiaC
• magni dolores eos
• umquam eius modi tempora
• minus id quod maxime placeat facere possimus
• sed quia consequuntur magni dolores eos qui
• 1 PO / team
• 1 SM / team
9 Delivery Team Members
• Tech Lead
• Analysts
• Developers
• Operations
• 1 CPO
• 1 RTE
• 2 Teams (11 people per team)
System & Shared Services
• 1 PO
• 1 SM
10 Delivery Team Members
• Tech Lead
• Analysts
• Developers
• Operations
• System upgrades & optimization
• Infrastructure maintenance
• DevOps
• System / Performance Testing
• All customers
CPO & RTE support from
Data Analytics
1 Team (15 people)
• 1 PO
• 1 SM
13 Delivery Team Members
• Tech Lead
• Analysts
• Developers
• Operations
• Production support & triage
• Break-fixes / emergency
changes
• 1 CPO
• 1 RTE
• 1 Team (12 people)
Vision
Goals & Outcomes
Product Canvas 8
Finibus Bonorum et Malorum
• ugit, sed quiaC
• magni dolores eos
• umquam eius modi tempora
• minus id quod maxime placeat facere possimus
• sed quia consequuntur magni dolores eos qui
• What are we trying to accomplish,
and for whom?
• Why are we doing this?
• What are we hoping will happen
by doing this work?
Howwegaininsightintocustomer
painpoints
Customer Journey
Customer Journey Map Template 9
Highlight development
priorities, by exposing gaps
in desired customer
experience
How we create
alignment
Objective:
Create an awesome customer experience
Key Results:
-> Improve Net Promoter Score from X to Y.
-> Increase Repurchase Rate from X to Y.
“If it does not have a number, it is not a key result.”
OKRs
OKRs
10
• Set, tracked, & re-evaluated quarterly
• Simple
• Transparent
• Supports nested cadence
2. Find the Opportunities
• Identify opportunities (how might we achieve identified product goals?)
• Create high-level actionable plan with current, near-term and directional
time horizons
Howwedostrategicplanning
ACTORS IMPACTS
DELIVERABLES
RISKS & ASSUMPTIONS
GOAL(S)
https://www.impactmapping.org/
12
• Discourages solution-first thinking
• Leverages wisdom of crowds
• Provides big-picture view
• Fosters shared understanding
Impact Map
BusinessMilestonesacrossTimeHorizons
AUG NOV JAN
ORION DRACO PEGASUS
Purpose: Test and Learn
Outcome:
• Sed ut perspiciatis unde omnis iste
natus error sit voluptatem accusantium
doloremque laudantium, totam rem
aperiam, eaque ipsa quae ab illo
inventore veritatis et quasi
• Ut enim ad minima veniam, quis
nostrum exercitationem ullam corporis
suscipit laboriosam, nisi ut aliquid ex ea
commodi consequatur
• At vero eos et accusamus et iusto odio
dignissimos ducimus qui blanditiis
praesentium voluptatum deleniti atque
corrupti quos dolores
Purpose: Launch and Learn
Outcome:
• At vero eos et accusamus et iusto odio
dignissimos ducimus qui blanditiis
• Ut enim ad minima veniam, quis
nostrum
• Quis autem vel eum iure reprehenderit
qui in ea voluptate
20202019
Purpose: Release and Earn
Outcome:
• Et harum quidem rerum facilis est et
expedita distinctio.
• Nam libero tempore, cum soluta nobis
est eligendi optio cumque nihil impedit
quo minus id quod maxime
• Itaque earum rerum hic tenetur a
sapiente delectus, ut aut reiciendis
voluptatibus
Current Goals Flexible Directional
Feature
Feature
Story
Feature
Feature
Epic
Epic
Feature
13
• Continuity of purpose
• Stakeholder collaboration
• Prioritization & budgeting
Roadmap
3. Decide What Features to Build
• Identify Features
• Prioritize & Estimate
GOAL
ACTIVITIES
(FEATURES)
TASKS
(USER
STORIES)
Minimum Viable
Product Or Earliest
Usable Product
CUSTOMER EXPERIENCE / WORKFLOW
OPTIONALITY
15https://jpattonassociates.com/the-new-backlog/
Howwebuildourproductbacklog
Story Map
How we prioritize our features
Example of t-shirt sizes for job size being
mapped to time
Assign relative numbers to urgency and value (low to high)
Consider implementing features
with higher WSJF sooner
Value * Urgency
WSJF =
Size
16
http://blackswanfarming.com/cost-of-delay-divided-by-duration/
ReleaseRoadmap
17
…withappropriatemixoffeatures,enablers,defects,risks
4. Flow the work
• Discovery + Delivery
• Interactive layers of planning, collaboration & feedback
Initial
Ideas / Initiatives
Prioritized for
Implementation
Steering
Committee
Program Team
Demand management & alignment Implementation
Go/No-Go Decision
Analyzed
& Refined
Ready to Implement
Epics /
Features
User Stories
Delivery Teams
Team 1
Team 2
What are the sources
of Ideas?
Epics / Feature flow Story flow
19
How we foster shared understanding of the
boundaries of a user story
…password that is
not easy to crack
Is there a
maximum length
constraint?
Minimum of 8
characters
Alphanumeric, mixed case,
with at least one special
character
Repeating pattern (Less
than 3 consecutive)
foobar
Invalid – Too short
f00bargobble!
Invalid – not mixed
F00bargobble!
1AaaaaaaA!
Invalid - repeating
1AaByzdbAxt!
The case where…
No number
No letter
No special character
User Story under
discussion
Rules to satisfy story, or
express other constraints
about the story scope
Concrete examples
that illustrate a rule
Questions about
scenarios where we
don’t know the right
outcome
Acceptance
Criteria
Acceptance
Scenario
20https://cucumber.io/blog/bdd/example-mapping-introduction/
Example Map
Release Planning
(<= 3 mths)Sprint
Planning
Retrospective
Sprint
Demo
Daily Scrum
Code Review
Design SessionCore Team
Tech Sync
PO Sync
Refinement
Integrated
Demo
Product &
Technical
Discovery
Inspect & Adapt
Major
Release
Minor
Release
Major
Release
Minor
Release
Product &
Technical
Discovery
Scrum of Scrums
Product &
Technical
Discovery
Minor
Release
Closed loop system of feedback and collaboration 21
Extended Team
Program Metrics
“You can't manage what you can't
measure.”
22
In Summary
Delivering the Right Product Requirements at the Right Time
Planning Level
Planning
Frequency
Planning
Estimates
Planning
Precision
Artifact(s)
Product Planning Kickoff; updates as
needed throughout
project duration T-shirt size
Relative size
(Fibonacci)
Hours
Epics,
Features
Product Roadmap,
Product Backlog
Release Planning Each incremental
bucket of value;
rolling wave (2-3
months)
Features,
Stories
Updated Product
Backlog,
Release Plan
Sprint Planning Every 2 weeks Stories, Tasks Sprint Backlog
Daily Scrum Daily Tasks Updated Sprint
Backlog
§ Multi-level § Less upfront, but frequent § Just enough, Just in-time
Interactive Layers of Planning
24
Same direction
Clear priority
Coordinated rhythm
25
Identify the Needs
• What is the product vision & goals?
•Understand user journey(s)
•What are the success criteria?
Find the Opportunities
• How might we achieve identified product goals?
•Create high-level actionable plan with current, near-term and directional time
horizons
Decide What to Build
•Identify Features
•Prioritize & Estimate
Flow the Work
•Interactive layers of planning, collaboration & feedback
•Discovery + Delivery
1
2
3
4
26

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To Deliver, Discover We Must - A value-driven approach to agile planning

  • 1. Raj Indugula raj.indugula@lithespeed.com Twitter: @lithespeed, @raj_indugula, To Deliver, Plan We Must Discover A value-driven approach to agile planning
  • 2. Enable business strategies by fundamentally shifting the way we deliver technology to become the uncontested market leader in … Customer- centricity Speed to market Productivity Innovation Teams will adopt agile methods to execute against their mission OrganizationalContext 2
  • 3. Agile, But… SprintsRequirements & Planning Controlled Acceptance, Release and Operations Sprint Planning & Backlog Daily Standup Sprint Review Idea Requirements & Specifications Acceptance Operations The fuzzy front end The last mile • Teams not aligned to business goals • Lack of sufficiently ready work items • Long requirements lead time • Lack of clarity, line-of-sight Build to spec, not need Lack of Engagement, transparency 3
  • 5. “The narrower the view, the wider the ignorance” Solely focused here 5
  • 6. From Shared Vision to Reality… STORIES FEATURES EPICS GOALS/ROADMAP SHARED VISION What do you want to achieve? What will the business get out of it and what is the line of sight? What do users and stakeholders need to achieve the goals? What need can the application fulfill? ACCEPTANCE CRITERIA Scenarios/Examples Executable Specs TASKS What specifically do we do to complete the story? What need delivers user value? How do we know we answered the need properly? Help clarify by breaking the feature into smaller user stories Example Technique: Story Mapping Concrete examples are easier to grasp and test Provides focus for delivery by putting deliverables in the context of impacts they are supposed to achieve Example Technique: Impact Mapping (What, Why, Who) (How)Example Technique: Example Mapping Connecting the work of the teams with business goals Delivery Team Bus. Sponsor & Product Owner Product Owner & Delivery Team Product Owner & Delivery Team Product Owner & Discovery Team 6
  • 7. 1. Identify and Understand the Business Needs • What is the product vision & goals? • Understand user journey(s); pains and gains • What are the success criteria?
  • 8. How we capture our product vision & goals XXXXXXX XXXXXX (1 Program, 2 Customer Experiences) Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation Program Goals • Highly-available, secure, fit-for- purpose solutions that meet/exceed performance service levels • Predictable flow of value matched to customer needs • High quality product solutions as perceived by our customers • Engaged and happy team members Target Group Goals Team / Roles Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque Real-Time Execution Data Analytics & Intelligence Finibus Bonorum et Malorum • ugit, sed quiaC • magni dolores eos • umquam eius modi tempora • minus id quod maxime placeat facere possimus • sed quia consequuntur magni dolores eos qui • 1 PO / team • 1 SM / team 9 Delivery Team Members • Tech Lead • Analysts • Developers • Operations • 1 CPO • 1 RTE • 2 Teams (11 people per team) System & Shared Services • 1 PO • 1 SM 10 Delivery Team Members • Tech Lead • Analysts • Developers • Operations • System upgrades & optimization • Infrastructure maintenance • DevOps • System / Performance Testing • All customers CPO & RTE support from Data Analytics 1 Team (15 people) • 1 PO • 1 SM 13 Delivery Team Members • Tech Lead • Analysts • Developers • Operations • Production support & triage • Break-fixes / emergency changes • 1 CPO • 1 RTE • 1 Team (12 people) Vision Goals & Outcomes Product Canvas 8 Finibus Bonorum et Malorum • ugit, sed quiaC • magni dolores eos • umquam eius modi tempora • minus id quod maxime placeat facere possimus • sed quia consequuntur magni dolores eos qui • What are we trying to accomplish, and for whom? • Why are we doing this? • What are we hoping will happen by doing this work?
  • 9. Howwegaininsightintocustomer painpoints Customer Journey Customer Journey Map Template 9 Highlight development priorities, by exposing gaps in desired customer experience
  • 10. How we create alignment Objective: Create an awesome customer experience Key Results: -> Improve Net Promoter Score from X to Y. -> Increase Repurchase Rate from X to Y. “If it does not have a number, it is not a key result.” OKRs OKRs 10 • Set, tracked, & re-evaluated quarterly • Simple • Transparent • Supports nested cadence
  • 11. 2. Find the Opportunities • Identify opportunities (how might we achieve identified product goals?) • Create high-level actionable plan with current, near-term and directional time horizons
  • 12. Howwedostrategicplanning ACTORS IMPACTS DELIVERABLES RISKS & ASSUMPTIONS GOAL(S) https://www.impactmapping.org/ 12 • Discourages solution-first thinking • Leverages wisdom of crowds • Provides big-picture view • Fosters shared understanding Impact Map
  • 13. BusinessMilestonesacrossTimeHorizons AUG NOV JAN ORION DRACO PEGASUS Purpose: Test and Learn Outcome: • Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi • Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur • At vero eos et accusamus et iusto odio dignissimos ducimus qui blanditiis praesentium voluptatum deleniti atque corrupti quos dolores Purpose: Launch and Learn Outcome: • At vero eos et accusamus et iusto odio dignissimos ducimus qui blanditiis • Ut enim ad minima veniam, quis nostrum • Quis autem vel eum iure reprehenderit qui in ea voluptate 20202019 Purpose: Release and Earn Outcome: • Et harum quidem rerum facilis est et expedita distinctio. • Nam libero tempore, cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime • Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus Current Goals Flexible Directional Feature Feature Story Feature Feature Epic Epic Feature 13 • Continuity of purpose • Stakeholder collaboration • Prioritization & budgeting Roadmap
  • 14. 3. Decide What Features to Build • Identify Features • Prioritize & Estimate
  • 15. GOAL ACTIVITIES (FEATURES) TASKS (USER STORIES) Minimum Viable Product Or Earliest Usable Product CUSTOMER EXPERIENCE / WORKFLOW OPTIONALITY 15https://jpattonassociates.com/the-new-backlog/ Howwebuildourproductbacklog Story Map
  • 16. How we prioritize our features Example of t-shirt sizes for job size being mapped to time Assign relative numbers to urgency and value (low to high) Consider implementing features with higher WSJF sooner Value * Urgency WSJF = Size 16 http://blackswanfarming.com/cost-of-delay-divided-by-duration/
  • 18. 4. Flow the work • Discovery + Delivery • Interactive layers of planning, collaboration & feedback
  • 19. Initial Ideas / Initiatives Prioritized for Implementation Steering Committee Program Team Demand management & alignment Implementation Go/No-Go Decision Analyzed & Refined Ready to Implement Epics / Features User Stories Delivery Teams Team 1 Team 2 What are the sources of Ideas? Epics / Feature flow Story flow 19
  • 20. How we foster shared understanding of the boundaries of a user story …password that is not easy to crack Is there a maximum length constraint? Minimum of 8 characters Alphanumeric, mixed case, with at least one special character Repeating pattern (Less than 3 consecutive) foobar Invalid – Too short f00bargobble! Invalid – not mixed F00bargobble! 1AaaaaaaA! Invalid - repeating 1AaByzdbAxt! The case where… No number No letter No special character User Story under discussion Rules to satisfy story, or express other constraints about the story scope Concrete examples that illustrate a rule Questions about scenarios where we don’t know the right outcome Acceptance Criteria Acceptance Scenario 20https://cucumber.io/blog/bdd/example-mapping-introduction/ Example Map
  • 21. Release Planning (<= 3 mths)Sprint Planning Retrospective Sprint Demo Daily Scrum Code Review Design SessionCore Team Tech Sync PO Sync Refinement Integrated Demo Product & Technical Discovery Inspect & Adapt Major Release Minor Release Major Release Minor Release Product & Technical Discovery Scrum of Scrums Product & Technical Discovery Minor Release Closed loop system of feedback and collaboration 21 Extended Team
  • 22. Program Metrics “You can't manage what you can't measure.” 22
  • 24. Delivering the Right Product Requirements at the Right Time Planning Level Planning Frequency Planning Estimates Planning Precision Artifact(s) Product Planning Kickoff; updates as needed throughout project duration T-shirt size Relative size (Fibonacci) Hours Epics, Features Product Roadmap, Product Backlog Release Planning Each incremental bucket of value; rolling wave (2-3 months) Features, Stories Updated Product Backlog, Release Plan Sprint Planning Every 2 weeks Stories, Tasks Sprint Backlog Daily Scrum Daily Tasks Updated Sprint Backlog § Multi-level § Less upfront, but frequent § Just enough, Just in-time Interactive Layers of Planning 24
  • 26. Identify the Needs • What is the product vision & goals? •Understand user journey(s) •What are the success criteria? Find the Opportunities • How might we achieve identified product goals? •Create high-level actionable plan with current, near-term and directional time horizons Decide What to Build •Identify Features •Prioritize & Estimate Flow the Work •Interactive layers of planning, collaboration & feedback •Discovery + Delivery 1 2 3 4 26