writing effective project stories

of 21Copyright © 2009 LUIZ C PARZIANELLO

2nd Latin-American Conference onAgile Development Methodologies

Santa Catarina, Brazil, 09/10/2009

Workshop

Writing EffectiveWriting EffectiveWriting EffectiveWriting EffectiveProject StoriesProject StoriesProject StoriesProject Stories

LuizLuizLuizLuiz Claudio ParzianelloClaudio ParzianelloClaudio ParzianelloClaudio [email protected]

http://parzianello.blogspot.com


LUIZ CLAUDIO PARZIANELLOLUIZ CLAUDIO PARZIANELLOLUIZ CLAUDIO PARZIANELLOLUIZ CLAUDIO PARZIANELLO� Master´s Degree in Systems Engineering from USP� Bachelor´s Degree in Electronics Engineering from PUCRS� + 25 years of experience in informatics (prog., analysis e management)� + 10 years as consultant and instructor in Software Engineering� + 6 years of experience in the Agile Culture (Leading and Coaching)� Interested in Software Requirements, NLP, Lean, Scrum and XP� CEO from Surya Digital Management� Vice-Coord. from Agile Methods User Group at SUCESU-RS� Agiles 2009: Organizing Committee and Program Chair

� I’ve acted as a researcher, consultant and instructor for the following companies: Incor-HCFMUSP, Citibank, SICREDI, BANRISUL, FAURGS, ThyssenKrupp Elevadores, Refap/Petrobrás, FIERGS, ELETROSUL, Mercador-Neogrid, Ministry of Planning from Angola, Mayoral of Novo Hamburgo, Mayoral of Santa Cruz do Sul, FUNTEC y UNLP (Argentina) ...

The SpeakerThe SpeakerThe SpeakerThe Speaker


An IntroductionAn IntroductionAn IntroductionAn Introduction

"The Project StoryProject StoryProject StoryProject Story is based on the principle that a software project is a resource that supports the change of a business process (transformation) that must migrate from an actual scenario (AS IS) to a desired one (TO BE), using the product software as a support mechanism.“


The TransformationThe TransformationThe TransformationThe Transformation

A1A2

A4 A5

E1

E2

F1

F2

S1

S2

D1

D2A3

M1 M2

C1 C2 AS ISAS ISAS ISAS IS

A1A2

A4 A5

E1

E2

F1

F2

S1

S2

D1

D2A3

M1 M2

C1 C2 TO BETO BETO BETO BE

A project is aA project is aA project is aA project is atransformation process!transformation process!transformation process!transformation process!

Where you canWhere you canWhere you canWhere you canfind compliments ...find compliments ...find compliments ...find compliments ...

Where you canWhere you canWhere you canWhere you canfind complaints ...find complaints ...find complaints ...find complaints ...

Business Business Business Business ProcessProcessProcessProcess


� Who are associated Who are associated Who are associated Who are associated with the problem?with the problem?with the problem?with the problem?

� When can we observe When can we observe When can we observe When can we observe the problem?the problem?the problem?the problem?

� Where the problem Where the problem Where the problem Where the problem can be found?can be found?can be found?can be found?

� How does the How does the How does the How does the problem happen?problem happen?problem happen?problem happen?

� How many times we How many times we How many times we How many times we can see the problem?can see the problem?can see the problem?can see the problem?

� Why do you Why do you Why do you Why do you think the problem is think the problem is think the problem is think the problem is

happening?happening?happening?happening?

� What is the What is the What is the What is the problem?problem?problem?problem?

The InvestigationThe InvestigationThe InvestigationThe Investigation


� Toyota specialists believe that when you structure your problem solving around 1 page of paper (A3), then your thinking is focused and structured.

� The A3 ProblemA3 ProblemA3 ProblemA3 Problem----Solving ReportSolving ReportSolving ReportSolving Report is a document that tells the “story”of the issue, observation, or problem.

The Problem SolvingThe Problem SolvingThe Problem SolvingThe Problem Solving


A3 A3 A3 A3 ProblemProblemProblemProblem----SolvingSolvingSolvingSolving ReportReportReportReportA3 A3 A3 A3 ProblemProblemProblemProblem----SolvingSolvingSolvingSolving ReportReportReportReport

DurwardDurwardDurwardDurward K. K. K. K. SobekSobekSobekSobek IIIIIIIIhttp://www.coe.montana.edu/IE/faculty/sobek/A3/report.htm

The Problem SolvingThe Problem SolvingThe Problem SolvingThe Problem Solving


A Strategy for ChangeA Strategy for ChangeA Strategy for ChangeA Strategy for Change

Present StatePresent StatePresent StatePresent State(PROBLEM)

Present StatePresent StatePresent StatePresent State(PROBLEM)

S.C.O.R.E. ModelS.C.O.R.E. ModelS.C.O.R.E. ModelS.C.O.R.E. ModelThe minimum amount of information that needs to be

addressed by any process of change or healing.Robert Dilts & Todd Epstein (1987)

Complaints about bad results or

unaddressed opportunities(SymptomsSymptomsSymptomsSymptoms)

TransformationTransformationTransformationTransformation

Desired StateDesired StateDesired StateDesired State(GOAL)

Desired StateDesired StateDesired StateDesired State(GOAL)

The most noticeable and

conscious aspects of a

Goal(OutcomesOutcomesOutcomesOutcomes)

Rationale for the transformation

(EffectsEffectsEffectsEffects)

Underlying elements

responsible for creating and maintaining symptoms (CausesCausesCausesCauses)

Underlying elements

responsible for removing causes(ResourcesResourcesResourcesResources)

A weakA weakA weakA weaksystemicsystemicsystemicsystemicthinking!thinking!thinking!thinking!

A strongA strongA strongA strongsystemicsystemicsystemicsystemicthinking!thinking!thinking!thinking!

☺☺☺☺


Who? Where?When?

Who? Where?When?

Logical Levels of Learning and ChangeLogical Levels of Learning and ChangeLogical Levels of Learning and ChangeLogical Levels of Learning and ChangeRobert Dilts based on Gregory Bateson

EnvironmentEnvironmentEnvironmentEnvironment

When we find a problem atWhen we find a problem atWhen we find a problem atWhen we find a problem ata particular level a particular level a particular level a particular level …………

When we find a problem atWhen we find a problem atWhen we find a problem atWhen we find a problem ata particular level a particular level a particular level a particular level …………

………… we can solve it atwe can solve it atwe can solve it atwe can solve it atthe next upper level!the next upper level!the next upper level!the next upper level!

………… we can solve it atwe can solve it atwe can solve it atwe can solve it atthe next upper level!the next upper level!the next upper level!the next upper level!

What dothey do?

What dothey do?

BehaviorBehaviorBehaviorBehavior

is perceived by the senses triggering a

CapabilitiesCapabilitiesCapabilitiesCapabilitiesand Strategiesand Strategiesand Strategiesand Strategies

How dothey do?

How dothey do?

is a conscious actionsupported by

Who are they?Who are they?

IdentityIdentityIdentityIdentityand Missionand Missionand Missionand Mission

Are unconsciousresponses based on

““““Bad behaviour can generateBad behaviour can generateBad behaviour can generateBad behaviour can generatebad results bad results bad results bad results ………… Good behaviourGood behaviourGood behaviourGood behaviourcan generate good results!can generate good results!can generate good results!can generate good results!””””

““““Bad behaviour can generateBad behaviour can generateBad behaviour can generateBad behaviour can generatebad results bad results bad results bad results ………… Good behaviourGood behaviourGood behaviourGood behaviourcan generate good results!can generate good results!can generate good results!can generate good results!””””

Why dothey do?

Why dothey do?

BeliefsBeliefsBeliefsBeliefsand Valuesand Valuesand Valuesand Values

are semiconscious actionsbased on personal

IdealIdealIdealIdealPurposePurposePurposePurpose

A Strategy for ThinkingA Strategy for ThinkingA Strategy for ThinkingA Strategy for Thinking


A Strategy for ThinkingA Strategy for ThinkingA Strategy for ThinkingA Strategy for Thinking

� In order to get better results, people have to change their behavior in a specific business environment;

� New behavior can be achieved by introducing new capabilities;

� A software product is a A software product is a A software product is a A software product is a resourceresourceresourceresource developed to support the developed to support the developed to support the developed to support the new capabilitiesnew capabilitiesnew capabilitiesnew capabilities expected for the business process;expected for the business process;expected for the business process;expected for the business process;

� A business strategy have to be considered when planning new capabilities with a software product;

� The project team (customer and developers) have to share the same beliefs to guarantee a product and a production cycle that provide value for the business;


PROJECT STORY:PROJECT STORY:PROJECT STORY:PROJECT STORY:A template 1x A3 or 2x A4

PROJECT STORY:PROJECT STORY:PROJECT STORY:PROJECT STORY:A template 1x A3 or 2x A4

Project IdentificationProject Identification

Actual ScenarioActual Scenario

Desired ScenarioDesired Scenario

Success Critical FactorsSuccess Critical Factors

Product ScopeProduct Scope

Cost EstimationCost Estimation

A Project StoryA Project StoryA Project StoryA Project Story

Release PlanningRelease Planning


Identity, Mission and ValuesIdentity, Mission and ValuesIdentity, Mission and ValuesIdentity, Mission and Values

Who is asking for this project? Who will guarantee necessary resources?

What is the project identityidentityidentityidentity?

What is the project missionmissionmissionmission?

A name … A name … Business values Business values Business values Business values …………

< a date > < a date > < a date >

Identity:Identity:Identity:Identity: Should be related to an intuitive title.

Mission:Mission:Mission:Mission: Should be related to …

• Increase efficiency and effectiveness

• Allow more business opportunities

• Conform to regulations or standards


Bad Behaviors and ResultsBad Behaviors and ResultsBad Behaviors and ResultsBad Behaviors and Results

Tell me about the PRESENT business environment and process Tell me about the PRESENT business environment and process Tell me about the PRESENT business environment and process Tell me about the PRESENT business environment and process …………

Tell me about efficiency, effectiveness, threats and nonTell me about efficiency, effectiveness, threats and nonTell me about efficiency, effectiveness, threats and nonTell me about efficiency, effectiveness, threats and non----conformities conformities conformities conformities …………

Tell me your beliefs about the problem ...Tell me your beliefs about the problem ...Tell me your beliefs about the problem ...Tell me your beliefs about the problem ...

Tell me about people, tools and materials Tell me about people, tools and materials Tell me about people, tools and materials Tell me about people, tools and materials …………

� Who, where, when and what?Who, where, when and what?Who, where, when and what?Who, where, when and what?� How much? How many?How much? How many?How much? How many?How much? How many?� How do you do that?How do you do that?How do you do that?How do you do that?� Why do you think that?Why do you think that?Why do you think that?Why do you think that?

EnvironmentEnvironmentEnvironmentEnvironmentBehaviorBehaviorBehaviorBehavior

Bad ResultsBad ResultsBad ResultsBad Results

CapabilitiesCapabilitiesCapabilitiesCapabilities

Beliefs aboutBeliefs aboutBeliefs aboutBeliefs aboutStrategiesStrategiesStrategiesStrategies


New Behaviors and BenefitsNew Behaviors and BenefitsNew Behaviors and BenefitsNew Behaviors and Benefits

Tell me about the FUTURE business environment and process Tell me about the FUTURE business environment and process Tell me about the FUTURE business environment and process Tell me about the FUTURE business environment and process …………

Tell me about EXPECTED people, tools and materials Tell me about EXPECTED people, tools and materials Tell me about EXPECTED people, tools and materials Tell me about EXPECTED people, tools and materials …………

Tell me about RECOGNITION Tell me about RECOGNITION Tell me about RECOGNITION Tell me about RECOGNITION ………… ROI?ROI?ROI?ROI?

� Who, where, when and what?Who, where, when and what?Who, where, when and what?Who, where, when and what?� How much? How many? Why?How much? How many? Why?How much? How many? Why?How much? How many? Why?� How will you do that?How will you do that?How will you do that?How will you do that?

Tell me about efficiency, effectiveness, opportunities and confoTell me about efficiency, effectiveness, opportunities and confoTell me about efficiency, effectiveness, opportunities and confoTell me about efficiency, effectiveness, opportunities and conformities rmities rmities rmities …………

EnvironmentEnvironmentEnvironmentEnvironmentBehaviorBehaviorBehaviorBehavior

Good ResultsGood ResultsGood ResultsGood Results

Beliefs and ValuesBeliefs and ValuesBeliefs and ValuesBeliefs and Values

Strategies andStrategies andStrategies andStrategies andCapabilitiesCapabilitiesCapabilitiesCapabilities


TotalInvestment

CostCostCostCost

R1R1R1R1 R2R2R2R2 R3R3R3R3 R4R4R4R4 R5R5R5R5

StartStartStartStartProjectProjectProjectProject

StartStartStartStartProjectProjectProjectProject

EndEndEndEndProjectProjectProjectProject

EndEndEndEndProjectProjectProjectProject BreakBreakBreakBreak----evenevenevenevenBreakBreakBreakBreak----evenevenevenevenEndEndEndEnd

TransitionTransitionTransitionTransition

EndEndEndEndTransitionTransitionTransitionTransition

ROIROIROIROI

TimeTimeTimeTimeTimeTimeTimeTime

AgileAgileAgileAgile

WaterfallWaterfallWaterfallWaterfall

Release PlanningRelease PlanningRelease PlanningRelease Planning


Business AssumptionsBusiness AssumptionsBusiness AssumptionsBusiness Assumptions

NumberNumberNumberNumber

Business ValueBusiness ValueBusiness ValueBusiness Value

Pre-SalesrequestrequestrequestrequestCustomerCustomerCustomerCustomer

productproductproductproductCustomerCustomerCustomerCustomer

Sales ManagerSales ManagerSales ManagerSales Manager Sales Mgmt.Sales Mgmt.Sales Mgmt.Sales Mgmt.SystemSystemSystemSystem

Sales PersonSales PersonSales PersonSales Person

Sales Planning

Sales

Post-Sales

Sales ControlBusinessBusinessBusinessBusinessProcessProcessProcessProcess

““““Identify the seven wastes and make a business strategy for the tIdentify the seven wastes and make a business strategy for the tIdentify the seven wastes and make a business strategy for the tIdentify the seven wastes and make a business strategy for the transformationransformationransformationransformation””””

1. Defects1. Defects1. Defects1. Defects

2. Overproduction2. Overproduction2. Overproduction2. Overproduction

3. Transportation3. Transportation3. Transportation3. Transportation

4. Waiting4. Waiting4. Waiting4. Waiting

5. Inventory5. Inventory5. Inventory5. Inventory

6. Motion6. Motion6. Motion6. Motion

7. Processing7. Processing7. Processing7. Processing

““““The 7 wastes are at the The 7 wastes are at the The 7 wastes are at the The 7 wastes are at the root of all unprofitable root of all unprofitable root of all unprofitable root of all unprofitable activity within your activity within your activity within your activity within your

organization.organization.organization.organization.””””












Project AssumptionsProject AssumptionsProject AssumptionsProject Assumptions

A1A2

A4 A5

I1

I2

S1

S2

O1

O2

T1

T2A3

�

PrePrePrePre----RequirementsRequirementsRequirementsRequirements(Setups)(Setups)(Setups)(Setups) M1 M2

C1 C2PROJECTPROJECTPROJECTPROJECT

Execution ConditionsExecution ConditionsExecution ConditionsExecution Conditions(Policies)(Policies)(Policies)(Policies)

Alternative SolutionsAlternative SolutionsAlternative SolutionsAlternative Solutions

PotentialPotentialPotentialPotentialRisksRisksRisksRisks

This is what we need to start the project This is what we need to start the project This is what we need to start the project This is what we need to start the project …………

This is what we consider to run the project This is what we consider to run the project This is what we consider to run the project This is what we consider to run the project …………

This is what we consider as project threats and impediments This is what we consider as project threats and impediments This is what we consider as project threats and impediments This is what we consider as project threats and impediments …………

This is what can be done if we face a problem This is what can be done if we face a problem This is what can be done if we face a problem This is what can be done if we face a problem …………


Product AssumptionsProduct AssumptionsProduct AssumptionsProduct Assumptions

< name >< name >< name >< name > < a list of applications or components >< a list of applications or components >< a list of applications or components >< a list of applications or components > < Non< Non< Non< Non----functional requirements >functional requirements >functional requirements >functional requirements > < < < < valuevaluevaluevalue >>>> < < < < valuevaluevaluevalue >>>>

Project CategoriesProject CategoriesProject CategoriesProject Categories::::

(A)(A)(A)(A) 1 to 2 months1 to 2 months1 to 2 months1 to 2 months

(B)(B)(B)(B) 3 to 4 months3 to 4 months3 to 4 months3 to 4 months

(C)(C)(C)(C) 5 to 6 months5 to 6 months5 to 6 months5 to 6 months

12 months OR 11 ± 1?(C) + (C)


Budget AssumptionsBudget AssumptionsBudget AssumptionsBudget Assumptions

AAAAUniqueUniqueUniqueUniqueTeamTeamTeamTeam

ProportionalProportionalProportionalProportionalto theto theto theto the

project duration.project duration.project duration.project duration.costs costs costs costs

Scrum MasterDeveloper

To lead the technical team and run business analysisTeam members to develop System A

13

5.000,002.500,00

5.000,007.500,00

Developer Team member to implement services in System B 16h 40,00 640,00

Computers For the technical team 4 1.000,00 4.000,00

Designer To conceive and prototype a GUI 1 3.000,00 3.000,00

10.000,0010.000,0010.000,0010.000,00

Server Repository, Continuous Integration, V&V 1 3.000,00 3.000,00

13.140,0013.140,0013.140,0013.140,00

75.700,0075.700,0075.700,0075.700,00 88.840,0088.840,0088.840,0088.840,005x 13.140,00 + 1x 10.000,00 6x 13.140,00 + 1x 10.000,00


The Project Story:The Project Story:The Project Story:The Project Story:

� Is an effective way to really understand the main topics of a software project;

� Is based on strong linguistic assumptions used by many therapists in a change process for individuals and groups;

� Should be developed by the Project Team in requirements workshops coordinated by the Product Owner;

� Has to be developed in a time box limited by 2 weeks;

� Can be considered an Agile Project Charter because it stimulates communication, is value driven, is limited on time and gives directions for inspection and adaptation.

ConclusionsConclusionsConclusionsConclusions


Thanks and enjoy your project!Thanks and enjoy your project!Thanks and enjoy your project!Thanks and enjoy your project!

Luiz Claudio ParzianelloLuiz Claudio ParzianelloLuiz Claudio ParzianelloLuiz Claudio [email protected]

http://parzianello.blogspot.com

writing effective project stories

Technology

luiz c parzianello slide

luiz c parzianelloslide

problem goalthinking

software project

product software

software engineering

good results

process of change