cprime training center  · product planning in scrum product owner responsibilities and practices...

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cPrime Training Center www.cprime.com/ctc Certified Scrum Product Owner 1 All slides 2014 Roger. W. Brown Certified Scrum Product Owner Instructor Roger Brown CST, CSC Course Objectives You will learn about The Scrum framework Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification Options Theory Practice Guide Scrum Alliance is the largest, most established, influential professional membership organization in the Agile world. As part of a growing community of more than 350,000 members worldwide, our members are helping us achieve our mission of "Transforming the World of Work." www.ScrumAlliance.org 3 CSPO Class Backlog Scrum Foundations Scrum Planning Story Mapping Product Vision Product Roadmap Prioritization Estimation User Stories Story Splitting Scaling Scrum Up and Out Just-in-Time Elaboration Portfolio Management Product Backlog Management Product Ownership Budget and Finance Scrum Framework Product Discovery Must Should Could Release Management Working with the Dev Team Working with Stakeholders Working with the ScrumMaster Scrum Meetings Focus and Flow Other Prioritization Tools Class Vision 4 Scrum Framework Scrum has 4 meetings and 3 artifacts Scrum has 3 roles that share the responsibility of creating value in small increments The roles complement each other to create a balanced team 5 Scrum Framework Potentially Shippable Product Increment Sprint Backlog Product Backlog Release Planning Sprint Planning Sprint Review Sprint Retrospective Daily Scrum Sprint 1-4 weeks Story Time 6

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Page 1: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

1

All slides 2014 Roger. W. Brown

Certified Scrum Product Owner

Instructor – Roger Brown CST, CSC

Course Objectives

You will learn about

The Scrum framework

Product Planning in Scrum

Product Owner responsibilities and practices

And you will be eligible for Scrum Product Owner Certification

2

Scrum Certification Options

Theory Practice Guide

Scrum Alliance is the largest,

most established, influential

professional membership organization in the Agile

world. As part of a growing

community of more than

350,000 members worldwide,

our members are helping us achieve our mission of

"Transforming the World of Work."

www.ScrumAlliance.org

3

CSPO Class Backlog

Scrum Foundations

Scrum Planning

Story Mapping

Product Vision

Product Roadmap

Prioritization Estimation User Stories

Story Splitting

Scaling Scrum Up and Out

Just-in-Time Elaboration

Portfolio Management

Product Backlog

Management

Product Ownership

Budget and Finance

Scrum Framework

Product Discovery

Must

Should

Could

Release Management

Working with the Dev Team

Working with Stakeholders

Working with the

ScrumMaster

Scrum Meetings

Focus and Flow

Other Prioritization

Tools

Class Vision

4

Scrum Framework

• Scrum has 4 meetings and 3 artifacts

• Scrum has 3 roles that share the

responsibility of creating value in small

increments

• The roles complement each other to create

a balanced team

5

Scrum Framework

Potentially Shippable Product

Increment

Sprint Backlog

Product Backlog

Release

Planning

Sprint

Planning

Sprint

Review Sprint

Retrospective

Daily

Scrum

Sprint

1-4

weeks

Story Time

6

Page 2: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

2

Scrum Meetings

Sprint

Planning Sprint

Review

Daily

Scrum Sprint

Retrospective

1-4

weeks 2 – 4 hours 1. Which Items this Sprint? 2. Break down to sharable tasks

Fixed, repeating “time-box”

15 minutes - What did you do yesterday? - What do you plan for today? - Any blockers?

1-2 hours Public demo

1-2 hours Private process improvement recap

7

The Scrum Team

Desired Features

Product Owner

Development Team

Product

ScrumMaster

8

Product Owner

Maximizes the value of the work done

o Sets Vision o Manages Backlog o Elaborates Features o Reviews Work o Reports Release Progress

9

o 7 ± 2 o Cross functional o Full-time o Self-organizing o Empowered

Development Team Member

Develops the product with high quality

10

ScrumMaster

o Change Agent o Facilitator o Protector o Coach o Mentor o Gopher

Helps the team improve flow

and throughput

11

notes

12

Page 3: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

3

Product Ownership

• Agile provides benefits for business • The Product Owner job has three main

dimensions that make it a very large job for one person

13

Faster Time to Market Quicker ROI Lower Total Cost

Respond to Change Reduced Risk Stakeholder Relations

Agile Benefits for Business

14

Time

Pro

fit

competition

market penetration

customer feedback

innovation

compliance

internal stakeholders

market changes

The Product Owner balances competing demands to maximize value/time

Manage the Profit Strategy

15

Product Development Value Stream

Product Discovery

Product Definition

Product Development

Product Delivery

Product Operation

Product Support

Agile product

development covers

these activities.

Which of these

activities involve

the Product

Owner?

customer

16

Define the Product

Build the Product

Plan the Product

It’s a Big Job

Corporate Strategy Portfolio Alignment Customer Needs Corporate Needs Competition Stakeholders

Product Vision Revenue Target

Product Backlog Priorities

Funding UX

Dev Team Collaboration Scrum Framework

Product Details Product Review

Release Plan

What else?

17

notes

18

Page 4: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

4

Scrum Foundations

• Agile software development implements

Lean principles and dynamics

• The primary driver of Agile work is Value

• Scrum is one form of Agile, designed

initially for software development but

applicable to other kinds of work

19

Agile Manifesto

Manifesto for Agile Software Development 2001

We are uncovering better ways of developing

software by doing it and helping others do it.

Through this work we have come to value:

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

That is, while there is value in the items on

the right, we value the items on the left more.

www.agilemanifesto.org

20

What is Agile Software Development?

Team Based Incremental Iterative Frequent Delivery Fully Visible Production Quality Value Driven

21

Estimates

Features

Schedule Cost

Plan

Driven

The Plan creates

cost/schedule estimates

Waterfall

The Vision creates

feature estimates

Schedule Cost

Features

Value / Vision

Driven

Agile

Source: Sliger and Broderick “The Software Manager’s Bridge to Agility”

Constraints

Value Driven

22

Continuous Improvement

Plan

Do Check

Act

Deming Cycle

Empirical Process Transparency,

Inspect and

Adapt

23

notes

24

Page 5: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

5

Scrum Planning

• Scrum planning is continuous

• Scrum planning happens at 5 levels, each

with a different time horizon

• The Product Backlog is the primary source

of work to be completed and value to be

delivered

25

Drawbacks of Traditional Planning

• Done when we know the least

• Written words become a commitment

• Too much information to grasp at one time

• Confuse “What” with “How”

• Details are open to interpretation

• Everything is Priority One

• Success is measured by adherence to schedule

26

5 Levels of Planning

Strategy

Portfolio

Vision

Roadmap

Release

Sprint

Day

P1 P2 P3 P4 P5

Product Backlog

Release 1 Release 2 Release 3

s1 s2 s3 s4 … sN

Scru

m P

lan

nin

g

27

Product Backlog What capabilities are needed for financial success?

Priorities Which items are most valuable?

Release Plan How long will it take or how many can we do by a given date?

s1 s2 s3 s4 … sN

Velocity How much can the team complete in a Sprint?

Estimates How much effort is required for each item?

The Elements of Agile Planning

28

notes

29

Product Vision

• The Vision describes the purpose of the

product to be created or enhanced

• There are several ways to present the

vision as a common goal for the Scrum

Team

• The Vision is the inspiration for the

Product Backlog

30

Page 6: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

6

Know Your Market

• What is the target market? • Who are the target customers? • What are the sales channels? • What are the top benefits? • What are the pricing and revenue models?

31

• The Big Picture of how the product creates value

• Aligns team and business to the same goal

Product Vision

What is the name? Who is the target customer? What are the key benefits? What are the differentiating features?

32

Product Backlog

• Dynamic set of items to be done

• Prioritized

• Constantly in flux as the situation changes

Story

Story

Story

Spike

Story

Refactor

Story

Defect

Process Change

items are removed

priorities change

items are added

33

Vision Board

34

notes

35

Product Roadmap

• Roadmapping is a tool for creating a longer

term release strategy

• Roadmaps describe the product in very

high level terms

36

Page 7: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

7

Product Roadmap

First sub-setting of Product Backlog for a long product development time frame

• How many releases?

• When?

• What is included in each?

Tim

e

Health Care Products

Information

Health Care Products Retail Sales

Health Care Products Wholesale

Sales

The roadmap will be reviewed and updated as things

change

Product Backlog

Releases

37

Product Roadmap – an example

Combo Plate

Core

• Hippa

Community

• I8N

Shopping Cart

• Line of credit

Platform

• Mobile access

• For all users, wholesale RX • For all users, international

access • For BusDev, credit support

Q2 Q3 Q4

Core Engine

• Catalog

• API

Community

• Product rating

Shopping Cart

• Typical retail functions • Credit card support

Platform

• Transactions

• Billing

• For all users, retail sales for OTC products

• For providers, manual and API catalog access

Core

• CRM

Community

• Supplier ratings

Shopping Cart

• Purchase Order support

Platform • Scalable to 1M

transactions/day

• For all users, wholesale sales for OTC products

• For all users, retail sales for Rx products

• For Sales, CRM Functionality

Taco Enchilada

Q1

Core Engine

• CMS

• Manual SEO

• Keyword Search

Community

• Article rating

Shopping Cart

Platform

• User accounts

• For all users, free access to linked and original content

• For writers, content management

• For Sales, SEO access

Nacho

Release name

Release date

Theme and/or target

customers

Objectives by feature area

Architectural Build-out 38

notes

39

User Stories

• User Stories are simple descriptions of

desired functionality

• Stories are elaborated just-in-time for

implementation

• Stories are used for planning

• The INVEST Criteria help us write good

stories

40

User Story Template

As a <user role>, I can <do something> so that <I get some value>.

Card – Conversation – Confirmation

41

Sample User Stories

As a registered user, I can purchase OTC products on-line so that I do not have to drive to the store

As a purchaser, I can print a receipt for a past transaction so that I can keep my own off-line records

As a purchaser, I can search for generic equivalents of name-brand items so I can save money

As a vendor, I can see monthly sales reports so I can see which products are selling best

42

Page 8: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

8

Where are the details?

(front)

Story 6: Catalog Demo As a prospective user, I can browse the catalog to see if it has the kinds of products I am interested in.

(back)

Story 1 Acceptance Criteria [ ] Use standard design layout [ ] Has full catalog actions except for adding to shopping cart or wishlist [ ] Item click leads to product detail page with same restrictions [ ] Show product review star ratings only, no comments [ ] Call to action: “Become a Member” links to registration page

Automated Tests

Speclet • formula • UI design • business rules

43

Backlog Hierarchy

Epic User Story Task Task Task Task

User Story Task Task Task Task

User Story Task Task Task Task

Product Backlog

Sprint Backlog

Business Goal

Planning Implementation

44

INVEST Criteria for User Stories

I Independent Can deliver value by itself

N Negotiable Details can be worked out by conversation

V Valuable The value to the user is clear

E Estimable Team understands it well enough to estimate

S Small Fits in one Sprint

T Testable We have clear test criteria

Bill Wake, 2003

45

User Story Tips

As a User…

As a <Scrum Role>

Who, How, What instead of Who, What, Why

Will it take more than 2-3 days?

Would a user really ask to do that?

? How can we know when it is done?

? How can we test it?

? How would we demo that at the sprint review?

> 1 And, Or, Plurals, Comma

> 1 Too many acceptance criteria (>12)

> 1 Too many tasks (>10)

INVEST

46

notes

47

Prioritizing

• Priorities help the Scrum Team decide

what to do next

• Priorities help with long term planning

• Prioritization can be done in many ways,

based on many criteria

48

Page 9: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

9

The Right Product

What you deliver is much more important than how much you deliver!

$ $ $ $ $ $ $

$

$

$

49

Managing Value

• Return on Investment

Benefits – Costs

Costs

Cost is easy with a fixed team size and

Sprint length

Benefit is not so easy to

determine Elements of Business Value • Increased sales • Accelerated sales • Decreased expenses • Customer satisfaction/retention • External compliance • Market differentiation

50

Prioritization - MoSCoW

o Business value

• Acquisition

• Activation

• Retention

• Referral Revenue

o New knowledge

o Risk/Complexity

o Desirability

51

Theme Screening

+ = better than 0 = same - = worse than

Themes

Bu

y a

Pro

du

ct

(Bas

elin

e)

Man

age

C

ata

log

Co

nte

nt

Fin

d

Pro

du

cts

Sup

po

rt

Sup

plie

rs

Co

mm

un

ity

Fun

ctio

ns

Sele

ctio

n C

rite

ria

Draws new customers 0 + + 0 -

Generates Q1 revenue 0 0 - - -

Attracts Investors 0 - 0 + -

Builds out platform 0 + - + 0

Net Score 0 1 -1 1 -3

Rank 3 1 4 2 5

Continue? Y Y N Y N

Source: Mountain Goat Software 52

notes

53

Estimating

• Agile estimation is done at both the high

level and the low level

• Estimates are used for planning and for

tracking progress

• Estimates are done quickly, by the

Development Team

• Estimates are not commitments

54

Page 10: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

10

Story Estimation Basics

Quick

Story 1: Home Page As a prospective user, I can view the home page so that I can decide if I want to try the service.

2 Story 17: Generics

As a purchaser, I can search for generic equivalents of name-brand items so I can save money

5

Quick

Relative

Guess

Done by Team

More than 2x effort required

55

Velocity

5

12

27

32

36 38

40 37 38

40

0

5

10

15

20

25

30

35

40

45

1 2 3 4 5 6 7 8 9 10

Sto

ry P

oin

ts C

om

ple

ted

Sprint

Team Velocity

How many story points can the Team complete in a Sprint?

Varies by circumstance, increases with

experience

Aggregates Team dynamics and organizational

factors

Is measured, not “managed” Velocity is sum of

estimates of stories completed

56

Using Agile Estimates

How much we have to

do

How much is

done

Forecast of scope to be completed

57

notes

58

Story Splitting

• Smaller stories are easier to work with and

enhance flow

• Smaller stories gives us more options to

reduce scope

59

Smaller is Better

20

5 3 5

Smaller Stories are easier to

work with

Increased Throughput

• helps flow

• quicker feedback

• unbundle priorities

Decreased Complexity

• easier to estimate

• fewer test cases

• easier to focus

• cleaner designs

60

Page 11: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

11

Vertical Slices

Presentation

Business Logic

Persistence

Domain

Data Store

Use

r St

ory

2

Use

r St

ory

1

Each story will should deliver

end-user value.

Sam

ple

Arc

hit

ect

ure

Sta

ck

61

Two Levels of Scope Control

Epic 1 Epic 2 Epic 3 Epic 4

In Scope for Release Out

62

Story Splitting Patterns

• Workflow Steps • Business Rule Variations • Major Effort • Simple/Complex • Variations in Data • Data Entry Methods • Defer Performance • Operations (CRUD) • Spikes

http://www.richardlawrence.info/2009/10/28/patterns-for-splitting-user-stories/

63

notes

64

Story Mapping

• Story Maps are a 2-Dimensional

representation of the Product Backlog

• Story Maps are an easy way to visualize

what is in and what is out of the next

release

65

Story Map

Epic

I can browse by

type

I can search by product

name

I can add to my cart

I can check out

I can browse by

sku

I can remove

from cart

I can browse by

price

I can see total with shipping

I can save for later

I can search by company

I can search by barcode

I can buy things

Browse Search Cart Transact History

I can move items to wish list

I can print an old receipt

I can get month’s

total

I can browse by popularity

Theme

Must

Should

Could

Pri

ori

ty

I can print the receipt

66

Page 12: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

12

notes

67

Product Backlog Management

• A well-managed Product Backlog keeps the

Development Team running smoothly

• A 1-sprint look-ahead on stories will help

the flow

• The Team needs details Just In Time

• Defining Ready and Done will dramatically

reduce time waste

68

Backlog Grooming

Product Owner spends 30% of their time working on the Product Backlog

• Identify new stories

• Splitting epics and stories

• Updating Release Plan with current velocity data

• Adjusting priorities

• Preparing next stories

• Designing user experience

69

Story Time

Development Team spends 5-10% of Sprint with the Product Owner preparing for the next Sprint

• Reviewing candidate stories

• Getting details and acceptance criteria

• Some technical design

• Looking at new stories

• Considering new ideas

Often a regular meeting 1 hour/week

or 2-3 hours mid-sprint

70

Definition of Ready

Negotiate with your Team - What they need for each story - When they need it

Sample Right size Screen sketches Acceptance criteria Dependent stories? Speclets

71

Definition of Done

• When estimating size, consider all the work needed to complete the story

• The Definition of Done may evolve over time

Sample

Can also have one

for sprints and

releases

Unit tested to 90% coverage Code reviewed Acceptance tests pass UI Tested User Help updated Deployment scripts updated

72

Page 13: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

13

Sprint Flow

Sprint N Sprint N+1

Candidate Stories for N+1 (1.5 x velocity)

Definition of Ready

Screen Designs for N+1 (LoFi)

Continuous Product Backlog Grooming

Story Time Sprint Planning

Definition of Done

73

notes

74

Just-in-Time Elaboration

• Story elaboration is done just in time to

reduce wasted time defining details that

may never get used

• Details are provided to the Development

Team as conversations, acceptance criteria

and speclets

• Details may also lead to story splits

75

Elaborating Stories

As a user, I can get a receipt for a past transaction so that I don’t have to keep a paper copy

• How far in the past can data be retrieved?

• How can the transaction be identified?

• Can the receipt be printed?

• Can the receipt be emailed?

• The receipt will be itemized with a total, date

and purchases contact information

• Can the user re-order the same items easily

while looking at the receipt on-line?

76

Details as Acceptance Criteria

(front) As a user, I can get a receipt for a past transaction so that I don’t have to keep a paper copy

(back) Data are available for 3 years User can search by date User can search by order number User can search by item name etc…

77

Details as Smaller Stories

As a user, I can get a receipt for a past transaction so that I don’t have to keep a paper copy

As a user, I can print a past receipt to file for my tax records

As a user, I can have a past receipt e-mailed to me so that I can forward it to my accountant

78

Page 14: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

14

Acceptance Criteria

As a purchaser, I can print a receipt for a past transaction so that I don’t have to keep a paper copy

Given

• that a purchaser has one or more transactions

• And she is viewing her payment history

When

• She clicks on the line item for one transaction

Then

• A purchase detail page will be shown

• Using the format sketched in attachment A.

• With a “Print Receipt” button that presents a printable

receipt in a pop-up window

• Having a “Print” button that invokes the browser print

function

This is called “Gherkin” Format, a newly popular normal form

79

Speclets

personalize

show local time

show state of sales tax

80

notes

81

Release Management

• There are two basic product release

strategies based on time and scope

• Risk is reduced by including slack in the

plan

• Release tracking and forecasting are based

on real data about actual product

completed

82

Release Plan

s1

s2

s3

sN

Product Backlog

Release as often as possible

Newsworthy Release Event

Tim

e

Release Backlog

Must

Should

Could

Won’t in this

Release

Sprints

Release Plan 1. How long will it

take or 2. how many can we

do by a given date?

Release Forecast:

1. How Long? Number of Sprints = Total Backlog/Average Velocity 2. How Much? Percent of Backlog = Total Backlog/(Average Velocity * Number of Sprints)

Include extra Sprints to handle the unexpected

83

Feature-Based Release Strategy

Release Backlog

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Release 1: Conventional health care products

Release 2: Alternative health care products

Release 3: health care services

When will it be done?

84

Page 15: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

15

Time- Based Release Strategies

Release Backlog

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Q1 Release

Q2 Release

Q3 Release

How much will we complete?

85

The Importance of Slack

6 1 2 8 6

From Slack – Tom DeMarco

• 30 – 40 % of schedule overrun comes from emerging requirements

• Change needs room

• Pressure does not speed up work

• People are not Plug & Play

• Cannot plan for the unexpected

• Leave room for new ideas

1 8

7 3

4 5 2

6 1 2 8 6 1

8 7 3

4 5 2 9

86

Visibility

The more we know, the better we can

adapt And the better we can manage risk

Report what we know, not what we hope

87

Release Planning Meeting

Align Vision

Identify User Roles

Identify features/Epics

Brainstorm User Stories

List Priority Criteria

Prioritize Stories

Estimate Stories

Check Priorities

Forecast Team Velocity

Forecast Release 1-2 days

88

notes

89

Working with the Development Team

• The Dev Team may propose stories for the

Product Backlog

• Teams take time to mature

• The Dev Team is self-organizing

• Awareness of effective motivators can help

build a high performance team

90

Page 16: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

16

Team Priorities

Performance Boost Refactor the transaction engine to handle 10,000 per second

Stories may come from the Team

Technical Debt can slow down development

91

Establishing Goals

• Product Vision • Why are we doing this?

• Release Goals • Quality, function, process, performance • Make them SMART

• Sprint Goals • Overall goal is much more than just

completing the tasks

92

Tuckman's Team Development Model

Storming

Forming

Norming

Performing

• Teams go through four stages

• Teams can regress when membership changes

Time

Effe

ctiv

en

ess

Applies to the Development Team and the whole Scrum Team

93

• Financial rewards often give poor results • Intrinsic vs. extrinsic motivation • People are motivated by

• autonomy • mastery • purpose

See Dan Pink, TED.com and Drive

Motivation

94

notes

95

Working with the ScrumMaster

• The ScrumMaster is your partner in

achieving a smooth flow and continuous

improvement

• The ScrumMaster is a productivity

multiplier for the Team

96

Page 17: cPrime Training Center  · Product Planning in Scrum Product Owner responsibilities and practices And you will be eligible for Scrum Product Owner Certification 2 Scrum Certification

cPrime Training Center

www.cprime.com/ctc

Certified Scrum Product Owner

17

Value of the ScrumMaster

Manage impediments Facilitate meetings Mediate disputes Teach Scrum Manage the process Assist the Product Owner

Observe and coach the Team Protect Team from distractions Communicate with stakeholders Keep track of time Encourage excellence Help with organizational change

ScrumMaster 7 Team Members Productivity

97

notes

98

Working with Stakeholders

• Customers are not your only Stakeholders

• You can’t please everyone all the time

99

Agile Team

Product Ecosystem

Desired Features

Product Owner

Development Team

Product

ScrumMaster

Execs

Identification Prioritization Elaboration Innovation

Sprint Review Validation Delivery

Consultation Strategy Refinement

Customers

Marketing Ops

100

Who are your Stakeholders?

• Customers • Other end-users • Management • Upper Marketing • Sales • Operations and Support • Who Else?

101

Balancing Priorities

• Stakeholder Preferences • Internal and external • Politics: is each one represented?

• Strategic Alignment • Some stories map directly to corporate goals

• Driving Profit • Value Exchange Model

• How do you trade money for value? • Ex. transactional, licensed

• Profit Engine • How do you enable people to buy more? • Ex. freemium, standards, value-add services

From Luke Hohmann, Enthiosys

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notes

103

Scrum Meetings

• Scrum organizes work into 1-4 week time

boxes called Sprints

• Each Sprint has 4 primary meetings

• The bulk of the time is spent creating value

in the form of a product

104

Sprint Time Box

S1

1-4 weeks

Steady cadence, fixed length

Focus No one can change the Sprint plan except the Scrum Team to add or

remove a PBI

S2 S3 S4

Abnormal Termination If the Sprint Goal cannot

be reached for unexpected reasons, stop and plan a new

Sprint

105

Sprint Planning Meeting

Product Backlog

Sprint Backlog

Pri

ori

ty

Goal 1: What?

• Which PBIs can we commit to? • What is our Sprint Goal? Ex. Build the shopping cart

Goal 2: How?

• What tasks can we identify for each item? • How long do we think each will take?

Attended by • Product Owner, Development Team, ScrumMaster • Other interested stakeholders

Time-box is 4 hours for a 2

week Sprint

Item

106

Daily Scrum

15 Min

The Three Questions What did you do yesterday? What do you plan to do today? Is anything blocking you?

107

Task Board

Sprint Burndown

Daily Progress and Planning

Item

108

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Sprint Review

• Purpose • Demonstrate the completed stories

• Get feedback from the Stakeholders

• Attendees • Product Owner, Development Team, ScrumMaster

• Any other stakeholders

• Last day of Sprint • ~2 hours for a 2 week sprint

Preparation • Who will show what? • Deploy to a preview server • Any documentation needed? • Update and show release burnup chart • What is the Team status?

2 Hours

Show actual running

code!

109

Sprint Retrospective

• Team meets privately

• Goal is process improvement

• Format

• Gather Data

Reflect on what worked well, what didn’t

• Generate Insights

Discuss results and new ideas

• Decide Action Items

Consider adopting new practices

Stop doing things that are not working

1.5 Hours

Start Stop Continue

Keep it interesting • Appreciations • Food • Variety

110

notes

111

Budget and Finance

• Budgeting relies on Release Planning

• Velocity is the primary unknown in budget

requests

• Some organizations are moving to more

Agile budgeting models

112

Quicker Return on Investment

113

Estimating Release Cost

s1

s2

s3

sN

Release Backlog

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

sM-1

sM

Ex. Sprint cost is cost of people on the team for 2

weeks

“Must Have”

Stories

“Could Have”

Stories

“Should Have”

Stories

Planned scope = 300 sp

Forecast velocity = 30 sp

Planned Sprints = 10

Sprint cost = $100,000

Release Cost = $1,000,000

114

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Cone of Uncertainty

Agile release forecast improves with each Sprint based

on actual data as the Team matures.

Esti

mate

Vari

ab

ilit

y

115

Initial budget request is based on cost estimate for 2 Releases

Product becomes self-funding in

Release 3

Incremental Funding

Denne, Mark; Cleland-Huang, Jane (2003). Software by Numbers: Low-Risk, High-Return Development.

116

Annual budgeting, like Waterfall development, is at odds with innovation, adaptability and responsive investment. • Success is defined by keeping to the budget at any cost • Sales targets trump customer sat • Internal competition with other products • Risk aversion • Ask for more than you need and always spend it all • Product maintenance cost is someone else’s problem

http://www.bbrt.org/

• Common Cause

• Transparency

• Self-managed Teams

• Ambitious Goals

• Reward financial performance

• Continuous Planning

• Just in time resourcing

• Manage by feedback

Beyond Budgeting

117

Defer commitment until the last responsible moment • Take steps to increase knowledge and stop early

if assumptions are proven false • Invest incrementally as assumptions are

confirmed • Reallocate capital based on new knowledge

Reduce budget cycle 12 mo – 6 mo – 3 mo –

1 month

Rudd, The Business Case for Agility

Real Options

118

notes

119

Product Discovery

• Agile Teams may build product faster than

traditional methods can discover user

needs

• There are few more Agile methods for

finding customer needs

120

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Innovation Games

Product Box

Speed Boat

Me and My Shadow

121

Customer Development

See also: Lean Startup discussions

• Parallels product development • Find out who your customers are • What kind of market are you in? • What is the Minimum Marketable Feature Set? • Phase product with company growth • Iterate to Learn

122

Pragmatic Marketing

Tune into the Market. Gain practical techniques for learning about your market and competitors. Discover tools and techniques that allow you to identify the entire market, listen to it and become its messenger.

- http://www.pragmaticmarketing.com

123

Lean UX

User Research

Design Studio

Story Maps

124

notes

125

Scaling Scrum Up and Out

• Scrum can scale to many Teams

• Distributed Scrum is constrained by the

laws of physics but there are patterns that

can help

126

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Multi-Team Product • Team is the scaling unit

• Divide work across multiple small teams

• by feature

• by component

• Organize with Chief Product Owner Team and Scrum of Scrums

SoS

tactical

Team 1 Team 2 Team 3 Team 4

CPO strategic

Scaling Scrum Up

127

• How well does it work? Scrum is the best way to manage distributed Teams. Distributed Teams are not the best way to do Scrum.

• But distributed teams are a common reality so

• Prefer whole teams at each location

• Start project co-located

• Have ambassadors who travel

• Have buddies across locations

• Expect more documentation

• Don’t let anyone go dark

• Use video, IM, artifact sharing tools

Distributing Scrum Out

128

notes

129

• Agile and Scrum concepts can be applied

at the product portfolio level

Portfolio Management

130

Teams Increase Value/Time

131

Meta Scrum

Product 1 Product 2 Product 3 Product 4

• Manage allocation of investment in products

• Product Owner is Upper Management

• Members are project Product Owners

• Backlog is Product releases

• Priorities can change

• Teams can be re-allocated to different products

Meta-Scrum

132

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Balance investment in Project Types • Support the org • Grow the business • Create new opportunities

Stop Starting Start Finishing

Rank products/projects by value

Don’t throw good money after bad

Reduce the budget cycle for greater agility

Rothman, Manage Your Project Portfolio: Increase Your

Capacity and Finish More Projects

Portfolio Management Tips

133

notes

134

Other Prioritization Tools

• Relative Weighting can be applied to

Stories

• Financial Projection can be applied to

Releases and Features

• Innovation Games can quickly get input

from your customers

135

Prioritization Factors

Factors to consider • Value

• How much revenue will it generate? • How much present cost will it save?

• Cost • The estimation process gives us a figure • May change with time of delivery

• New knowledge • About the project (means) • About the product (ends)

• Risk • In schedule, cost, functionality • Business or technical

136

Relative Weighting

Relative Weighting applies at the story/feature level

- Choose a manageable set of features

- Assemble a set of Subject Matter Experts

- For each feature, query the SMEs to give a 1-9 weight to

• How much benefit is there if this is implemented

• How much penalty is there if this is not implemented

- Create the summary chart and add estimates of cost to get the value to cost ratios as a priority indicator

137

Relative Weighting Calculation

• Benefit and penalty may be weighted differently

• Add benefit and penalty to get total value

• Priority = Value % / Cost %

138

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Financial prioritization (Profit and Loss Statement)

• Look out N years (product lifetime)

• Estimate

• New revenue

• Incremental revenue

• Retained revenue

• Operational efficiencies

• Balance with development cost to get net cash flow

Financial Projection

139

Approaches

• Net Present Value

• Internal Rate of Return

• Payback Period

Source: Agile Estimating and Planning, Mike Cohn

140

Innovation Games

Buy a Feature

Prune the Product Tree

20/20 Vision

141

Kano Analysis

Kano Analysis applies at the theme level - Group features into

- Threshold (must have) - Linear (the more, the better) - Exciters (drive people to buy)

- Get opinions from - Experts - User Survey

142

Kano Survey

• Small user sample is sufficient

• Ask both functional

• What if this feature is included?

• … and dysfunctional questions

• What if this feature is missing?

• Categorize and aggregate results

• In your product include

• All threshold features

• Some linear features

• A few exciters

Agile Estimating and Planning – Mike Cohn

143

notes

144

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Focus and Flow

• Scrum works best when the Team

achieves a smooth flow of work

• Scrum dynamics are based on the

mathematics of queuing theory that we

use to manage the Internet

• Continuous improvement is an

underlying goal of Scrum

145

Push systems overwhelm capacity, creating turbulence, rework, waste and delay

Pull systems have a steady flow that provides predictability

Push

Pull Systems

146

Small Batches

Small batches move through

a system quicker

Single-piece-flow reduces the wait time

and moves risk to the

margin

Minimize work in progress

Item

147

notes

148

Close

• Parking Lot

• More information for Product Owners

• Wrapping up

149

Learn More

• Forums • http://groups.google.com/group/scrumalliance

• http://groups.yahoo.com/group/scrumdevelopment/

• Certified Scrum Product Owners’ group on LinkedIn

• Self-study

• Local Scrum Groups

• Scrum Gatherings

150

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Certification

Class Evaluation

Class Picture

151

Instructor

Roger Brown

• Agile Coach

• Scrum Alliance

Email: [email protected]

Twitter: rwbrown

Blog: www.agileCoachJournal.com

LinkedIn: http://www.linkedin.com/in/rogerwbrown

V2.2 152

All slides 2014 Roger. W. Brown

Certified Scrum Product Owner

Instructor – Roger Brown CST, CSC

153