Portfolio Planning and Envisioning C HC5056 Innovative Product Development 1 Objectives of the session Understand the principles of Multilevel planning in Agile Recognize the need for Portfolio planning ID: 904851
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Slide1
Planning your Agile Project – Part 1
Portfolio Planning and EnvisioningCHC5056, Innovative Product Development
1
Slide2Objectives of the session
Understand the principles of Multi-level planning in AgileRecognize the need for Portfolio planningBe capable of producing a vision for a Software Product
Link elements of a vision to the Product Backlog for a new project
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Slide3Reading list for the module
Reading list for the module is provided in module handbook.“Essential Scrum: A practical guide to the most popular Agile process”, by K. S. RubinParts I and II deal with principles (covered in weeks 5 & 6)
Weeks 3 and 4 – read chapters 14 – 18 on planning
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Slide4Scrum Planning Principles
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Slide5Skiing analogy (see Chapter 14)
“Do you plan your entire route down?”Balance between up-front and just-in-time planning
Favour inspection and adaptation over conforming to an up-front plan
Really important – you must have an end-point in mind when you start!
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Slide6A quick note on the skiing analogy
There are some situations where more detailed planning is possibleThe balance between up-front and just-in-time planning can be adjusted according to the circumstances
‘
Pistes
’ can be thought of as well-tried and reliable plans for the descent
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Slide7Small incremental releases and pivoting
Release early (assuming some business value in release)Releases provide additional information about future direction
‘Pivoting’ is the process of changing direction – but only with evidence!
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Slide8Multi-level Planning (Chapter 15)
We are interested in Product Planning downwardsCompanies will plan an overall strategy, and refine the strategy to form a portfolio of projects (See Chapter 16 for more on this)
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Slide9Planning Level Details(Chapter 15)
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Slide10Product Planning – Main deliverables
Product VisionA clear description of the finished product, addressing the key concerns of the stakeholders, the developers and the customers (or end users)
The aim of today’s session is for you to create such a vision
High-level Product Backlog
A Product Backlog is ‘bite-sized’ description of features of the product, used in development. At this stage, we only need to consider ‘meals’ or ‘courses’
Product Roadmap
A plan for the planned releases, linked to 2. above
Architecture plans identify technologies to be used
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Slide11Product Planning – The Vision
(Chapter 17)Although this is a vital step in the Agile process, it is easy to miss the point.Common errors:
Over-emphasis of the technology employed to deliver the product
Including too many details
Missing the key benefits to users – it must include a sales pitch
Missing the advantages over competitor products
Read the ‘Visioning’ section of Chapter 17
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Slide12Envisioning is an Ongoing Activity
Remember the principles of Agile Planning (see Slide 4)
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Slide13Initial Vision
FOR: (target customer)WHO: (statement of need/opportunity
)
THE: (
product
)
IS A: (
product category
)
THAT: (
compelling benefit
)
UNLIKE: (
competitive alternative
)
Video: Agile Product Vision Statement
source of template
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Slide14Target customers
Ultimately – this is who is likely to buy/use your productStating a title for these people will force you to identify user characteristics and (a part of) their context for using the product“busy executives”, “students
at CDUT”,
“serious athletes” all suggest characteristics such as age, and wealth, as well as proposing a target market
There is also an implied context for the use of the product – “scarce down-time”, “campus-related activities”, “sporting events”, for example
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Slide15Statement of need or opportunity
One or two sentences should capture the main reason that the target customers would reach for your product.Examples:“Who wish to eat a healthy lunch in a short amount of time”;
“Who wish to exchange text books with students from the same course”;
“Who wish to track their training and performance”
These statements will lead to more detailed descriptions of the functionality later in the project (see next week)
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Slide16The product
This is simply a title or name of the product being proposed:Thai Express (this first example has been adapted from the linked youtube
video
Text Book Mart
Smart Athletics
Don’t worry too much about this – it becomes important only when marketing starts. Do give your product a name that captures the essence of the software
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Slide17Product category
What kind of software is it?“Food delivery app”“online forum for discussing and exchanging books”
“fitness tracker”
This might sound as though you are downgrading it to fit a standard template, but it is important to manage the users’ expectations. Differentiation comes next.
It is possible that you might have to invent a new category!
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Slide18Compelling benefit
This is the benefit that will, hopefully, sell your product. It is the start of the differentiation between what you are proposing, and what the customer already has.“Deliver a healthy lunch, quickly!”
“Help you excel in your modules, with a small bookcase!”
“Give you the information you need to beat the opposition!”
Note that this doesn’t say anything about the functions of the product, or describe the technology used. It captures the fulfilment of the need/opportunity described on Slide 14
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Slide19Unlike….
This is the main part of the differentiation.“… the reheated, fried food you get from other stalls”“… Amazon, that will gladly fill your flat with books you don’t need”
“… other fitness apps that only tell you about yourself”
Note that the last example implies some extra functionality – that needs to be delivered. All of the visions raise user expectations – and hence should guide the product development.
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Slide20Conclusion
We will see how the high-level Product Backlog and the Product Roadmap follow on from the vision, next week.
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