Goal based priorization, by Alexandre Klaser and Lourenço Soares

Post on 19-Oct-2014

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The adoption of agile methodologies doesn't come without its pitfalls. Two of them can be the uncontrolled growth of the backlog and the lack of capacity to determine how much effort is necessary for a certain feature to attain its business goals. To escape from these traps and change the focus from isolated work items to business goals to be attained, we propose the use of a technique called Goal-Based Prioritization.

transcript

Lourenço P. Soares | Alexandre Klaser

Goal-based Priorization

Backlog

http://www.flickr.com/photos/toiletqueue/

Backlog

http://www.flickr.com/photos/herby_fr/

Ok, but...

Ok, but... ...if there’s no backlog,

what is there?

Effort aligned

to business

goals

Effort aligned

to business

goals

Independent

streams of

work

Just enough

to meet the

goal

Effort aligned

to business

goals

Independent

streams of

work

Recaptulando...

What’s the expected result when we

implement a given functionality?

How can we guarantee we are doing what

must be done?

Effort aligned to business goals

http://www.flickr.com/photos/morganhh/

Once upon a time...

What to do when a hypothesis is wrong or

cannot be validated?

How to prioritize streams of work and maintain

business alignment?

Independent streams of work

http://www.flickr.com/photos/elsie/

Multiple hypothesis

Prioritized by value

Business Value

User

value

Low Low

High

High

Prioritized by value

Business Value

User

value

Low Low

High

High

Prioritized by value

Business Value

User

value

Low Low

High

High

Prioritized by value

Business Value

User

value

Low Low

High

High

How to validate a hypothesis with the least

possible effort?

How to avoid that dependency between

stories prevent progress in small increments?

Just enough to meet the goal

http://www.flickr.com/photos/pasukaru76/

I ndependent

N egotiable

V aluable

E estimable

S mall

T estable

I ndependent

N egotiable

E estimable

S mall

V aluable

T estable

N egotiable

E estimable

V aluable

T estable

I ndependent

S mall

Hypothesis are like onions

Kano Model

Implementation

Satis

factio

n Basic met ≠ not met =

Adapted from: http://en.wikipedia.org/wiki/Kano_model

Kano Model

Adapted from: http://en.wikipedia.org/wiki/Kano_model

Performance met = not met =

Basic met ≠ not met =

Implementation

Satis

factio

n

Kano Model

Excitement met = not met ≠

Adapted from: http://en.wikipedia.org/wiki/Kano_model

Performance met = not met =

Basic met ≠ not met =

Implementation

Satis

factio

n

Levels of attainment of goals

Pro

vid

e Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

Levels of attainment of goals

Pro

vid

e Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

“It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”

Levels of attainment of goals

Basic functionality

Meets user needs

Anyone with minimum knowledge should be able to use it

Pro

vid

e S

ati

sfy

Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

“It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”

Levels of attainment of goals

Basic functionality

Meets user needs

Anyone with minimum knowledge should be able to use it

Pro

vid

e S

ati

sfy

Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

“It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”

“All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”

Levels of attainment of goals

Basic functionality

Meets user needs

Anyone with minimum knowledge should be able to use it

Diferentiating proposition

Only the main features of the product should be at this level

Draw users to the product

Pro

vid

e S

ati

sfy

E

xce

l

Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

“It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”

“All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”

Levels of attainment of goals

Basic functionality

Meets user needs

Anyone with minimum knowledge should be able to use it

Diferentiating proposition

Only the main features of the product should be at this level

Draw users to the product

Pro

vid

e S

ati

sfy

E

xce

l

Basic mechanics

It is impossible to know if it is doable before validating this much

You need to know it to use it

“It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”

“All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”

“Only your product does this... Makes me come back time and time again... Everyone is talking about it...”

Deming Cycle

PLAN

DO

CHECK

ACT

Prioritized hypothesis

Business Value

User

value

Low Low

High

High

Priority Matrix P

rov

ide

S

ati

sfy

E

xce

l

Now add stories P

rov

ide

S

ati

sfy

E

xce

l

Priority Matrix P

rov

ide

S

ati

sfy

E

xce

l

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

A real-world example

Consuming stories

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Consuming stories

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Consuming stories

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Pro

vid

e

Sa

tisf

y

Ex

cel

Consuming stories

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Identifying scope creep

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Pro

vid

e

Sa

tisf

y

Ex

cel

Identifying scope creep

Story Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Story

Small finite increments

Story

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Small finite increments

Story

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Small finite increments

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Pro

vid

e

Sa

tisf

y

Ex

cel

Small finite increments

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

Pro

vid

e

Sa

tisf

y

Ex

cel

Small finite increments

Story Story

Story Story

Story

Story Story

Story Story

Story

Story Story Story Story

Story

Story Story

Story

Story

Story Story

Story Story

Story Story

Story Story

Story

Story Story Story Story

It works in practice…

The whole team using the board

“It helps a great deal when finding the most important stories”

Recaptulando...

Questions, Comments, Suggestions?

lous@thoughtworks.com

about.me/lous

aklaser@thoughtworks.com

@alklaser

Recaptulando... Further reading

Beyond Good Enough – Darius Kumana (bit.ly/darius_bge)

Systemico Model – Barry O’Rilley & Lourenço P. Soares (bit.ly/systemico)

Kano Model – Jason Mesut (bit.ly/kano_model)

Replacing Requirements with Hypotheses– Josh Seiden (bit.ly/josh_hdd)

INVEST in Good Stories, and SMART Tasks – Bill Wake (bit.ly/invest_stories)

lous@thoughtworks.com

about.me/lous

aklaser@thoughtworks.com

@alklaser