Analysis With an Agile Mindset Workshop

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Knowledge Partners bridge Kent J. McDonald Analysis with an Agile Mindset

Transcript of Analysis With an Agile Mindset Workshop

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Kent  J.  McDonald  

Analysis  with  an  Agile  Mindset  

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Agenda  

§  Introduction  §  Understanding  Context  §  Understanding  Stakeholders  §  Understanding  Need(s)  §  Understanding  Solution(s)  §  Conclusion  

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INTRODUCTION  Analysis  with  an  Agile  Mindset  

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Outcome  Over  

Output  4  ©  2015  Knowledge  Bridge  Partners  

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Shared  Understanding  

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Discovery    

Delivery  6  ©  2015  Knowledge  Bridge  Partners  

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UNDERSTANDING  CONTEXT  Analysis  with  an  Agile  Mindset  

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Purpose  Based  Alignment  

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Purpose  Based  Alignment  

Innovate, Create

Achieve and maintain parity Mimic,

Simplify

Do we take this on?

Minimize/ Eliminate

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An  Example  

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Things  to  consider  

Parity is mission critical

Purpose is not priority

Different-iating

changes over time

Distribute the decision

filters Purpose shifts the burden to behavior change

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Exercise

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Additional  Techniques  

Six  Questions  1)  Whom  do  we  serve  2)  What  do  they  want  and  

need  most  3)  What  do  we  provide  to  

help  them?  4)  What  is  the  best  way  to  

provide  this?  5)  How  do  we  know  we  are  

succeeding?  6)  How  should  we  organize  

to  deliver?  13  ©  2015  Knowledge  Bridge  Partners  

Context  Leadership  Model  

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UNDERSTANDING  STAKEHOLDERS  

Analysis  with  an  Agile  Mindset  

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User  Modeling  

1.  Brainstorm  an  initial  set  of  users.  2. Organize  and  consolidate  the  users  into  user  

roles  3.  Refine  the  user  roles    

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Brainstorm  an  Initial  Set  of  Users  

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Organize  and  Consolidate  

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Refine  the  User  Roles  User  Role   Description  Chair   Has  overall  responsibility  for  the  conference  

program.    

Track  Chair   Responsibility  for  selecting  sessions  for  a  given  track  in  the  program  

Track  Reviewer   Reviews  submissions  for  one  or  more  tracks  and  provides  input  on  which  sessions  should  be  included  in  that  track  

Submitter   Submits  sessions  to  be  included  in  the  program  

Attendee   General  viewer  of  the  submission  information  who  may  or  may  not  attend  the  conference.    

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Exercise

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Additional  Techniques  

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Stakeholder  Matrix  Commitment  Scale  

Persona  

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UNDERSTANDING  NEEDS  Analysis  with  an  Agile  Mindset  

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Decision  Filters  

   Simple  questions  used  to  guide  decision  making.    

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Will this help us

have a community

based submission

process? Will this help us receive submissions and provide reviews?

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What  happens  if  you  don’t  nail  the  decision  filters  up  front?  

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What  if  you’re  in  the  middle  of  an  effort  without  any  clear  decision  filters?  ©  2015  Knowledge  Bridge  Partners   25  

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How  to  Come  up  with  Decision  Filters  

How  will  we  know  when  we  are  successful?  ©  2015  Knowledge  Bridge  Partners   26  

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Decision  Filters  from  Goals  Improve user

experience

scores on the

website by 2

points by the 2nd

quarter of next year

Increase sales on the website by 20% by 4th quarter

Increase order finalization rate

to align to industry standard % by 3rd quarter

next year

Convert 75% of retail customers to website

customers within 3 months of their local store closing

Retain 95% of

our large

customers after

store closing by

2nd quarter of

next year

Will this

improve user

experience?

Will this increase the

rate of finalized orders?

Will this increase sales on the website?

Will this shift retail

customers to the website?

Will this retain large

customers

after stores close?

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Picking  Decision  Filters  

Will this

improve user

experience?

Will this increase the

rate of finalized orders?

Will this increase sales on the website?

Will this shift retail

customers to the website?

Will this retain large

customers

after stores close?

Can all decision filters be

met?

Should all decision

filters be met?

Are some decision

filters more important

than others? ©  2015  Knowledge  Bridge  Partners   28  

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The  most  important  Decision  Filter  

Will this

improve user

experience?

Will this increase sales on the website?

Will this increase the

rate of finalized orders?

Will this shift retail

customers to the website?

Will this retain large

customers

after stores close?

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If  Focus  on  Retail  Customers…  

Will this

improve user

experience?

Will this increase sales on the website?

Will this increase the

rate of finalized orders?

Will this shift retail

customers to the website?

Will this retain large

customers

after stores close?

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If  Focus  on  Large  Customers…  

Will this

improve user

experience?

Will this increase sales on the website?

Will this increase the

rate of finalized orders?

Will this shift retail

customers to the website?

Will this retain large

customers

after stores close?

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Exercise

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Additional  Techniques  

Project  Opportunity  Assessment  1.  What  problem?  2.  For  whom?  3.  What  can  be  gained?  4.  How  will  we  measure?  5.  Alternatives?  6.  Right  people?  7.  Why  now?  8.  How  to  adopt?  9.  Critical  success  factors?  10.  Is  it  worth  it?  

Problem  Statement  §  The  problem  of…  §  Affects…  §  The  impact  of  which  is…  §  A  successful  solution  would…  

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UNDERSTANDING  SOLUTION(S)  

Analysis  with  an  Agile  Mindset  

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Processes  Decomposition  

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Business  Process  

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User  Interfaces  

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Data  Models  

AS  IS

PUBLIC COMMENT SESSION TRACK

PRESENTER

TO  BE

PUBLIC COMMENT SESSION TRACK

PRESENTER

REVIEW COMMITTEE MEMBER

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Collaborative  Modeling  Variations  

§  Collaborative  Modeling  Techniques  Technique   Descrip-on  

OrganizaEonal  Chart   Understand  the  reporEng  relaEonships  between  people  impacted  by  a  soluEon.  

Value  Stream  Map   IdenEfy  opportuniEes  for  improvement  in  the  operaEons  of  an  organizaEon.  

FuncEonal  DecomposiEon   Understand  complex  processes,  systems,  funcEonal  areas,  or  deliverables  by  breaking  them  down  into  their  simpler  consEtuent  parts.  

Process  Flow   Understand  the  specifics  of  a  parEcular  process  for  the  purpose  of  idenEfying  changes  to  implement  a  soluEon.  

Wireframe   Agree  upon  the  nature  of  a  user  interface,  including  what  informaEon  should  be  included.  

Report  Mockup   Understand  the  informaEon  needs  of  stakeholders  in  order  to  help  them  answer  quesEons  or  make  decisions.  

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Scenarios  

§  Scenarios  when  techniques  are  helpful  When  you  are  in  this  scenario…   These  techniques  can  be  helpful  

Your  soluEon  has  a  lot  of  interfaces  with  other  systems  or  organizaEons  

Context  diagram  

Your  soluEon  is  fairly  data  intensive  

Context  diagram;  Logical  data  model;  Data  dicEonary  

You  are  looking  to  idenEfy  improvements  in  business  processes  

Value  stream  map;  Process  flow  

Your  soluEon  is  aiming  to  support  decision  making  or  analyEcs  

Report  mockup;  Data  dicEonary;  Logical  data  model  

Your  soluEon  is  fairly  complicated     FuncEonal  decomposiEon  

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Exercise

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Processes  Decomposition  

Submit Session Proposal Submitter can propose a potential session for the conference.

Maintain Profile Submitters can provide context on their background and experience

Schedule Program Conference Chair can identify rooms and timeslots for sessions

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Business  Process  

As Tricia the Track Chair I can accept a session So that I can determine which sessions are included in the program

As Tricia the Track Chair I can recommend a session So that I can indicate whether I think a session should be accepted

As Connie the Conference Chair I can see Tricia’s recommendations So that I can consider those sessions for acceptance.

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User  Interfaces  As Sam the Submitter I can assign keywords to my session So that attendees can find my session based on specific topics.

As Sam the Submitter I can identify the level of content in my session So that the right audience will attend my session

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Data  Models  

AS  IS

PUBLIC COMMENT SESSION TRACK

PRESENTER

TO  BE

PUBLIC COMMENT SESSION TRACK

PRESENTER

REVIEW COMMITTEE MEMBER

Review Session Program team can provide feedback on session proposal to the submitter to strengthen the submission.

Manage Reviewers Track chairs can maintain the program team for their track.

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Stories  represent  changes  needed  

In order to guide

submitter track selection

As Peter Program Chair

I want to organize tracks

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Exercise

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When  Techniques  are  Helpful  

§ When  Specific  Techniques  are  helpful  Technique   Define  the  

Problem  Space  Define  a  Specific  Solu-on  

Describe  an  Aspect  of  the  Solu-on  

Data  dicEonary   X  

Context  diagram   X   X   X  

Logical  data  model  

X   X   X  

State  transiEon  diagram  

X  

Glossary   X   X  

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When  Techniques  are  Helpful  

§ When  Specific  Techniques  are  helpful  Technique   Define  the  

Problem  Space  Define  a  Specific  Solu-on  

Describe  an  Aspect  of  the  Solu-on  

OrganizaEon  chart  

X   X   X  

Value  stream  map  

X   X  

FuncEonal  decomposiEon  

X   X   X  

Process  flow   X   X  

Wireframe   X   X  

Report  Mockup   X   X  

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Collaborative  Modeling  Variations  

§  Collaborative  Modeling  Variations  Scenario   Right  People   Suggested  Acceptance  

Criteria  

Define  the  problem  space  

•  Key  stakeholders  (those  with  decision-­‐making  authority,  sponsors)  

•  Team  

•  Shared  understanding  of  scope  

•  Org  units  impacted  •  Project  objecEves  

Define  a  specific  soluEon   •  Key  SME  •  Decision  makers  •  Team  

•  Agreed  upon  model  of  future  state  

•  Backlog  items  

Describe  specific  aspects  of  a  soluEon  

•  Impacted  stakeholder  •  TesEng  perspecEve  •  Coding  perspecEve  

Models  sufficient  for  describing  the  selected  backlog  item  

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Models  describe  stories  

As Reed I can add a review to a session So that I can provide feedback to Sam

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Acceptance  Criteria  describe  stories  

•  One  line  summary  and  advice  to  presenter  are  required.  

•  One  line  summary  limited  to  95  characters.  

•  Choices  for  “This  presentation  should  be  included  in  the  program”  are  agree,  neutral,  and  disagree.  

As Reed I can add a review to

a session So that I can provide

feedback to Sam

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Examples  describe  stories  

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Additional  Techniques  

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Impact  Mapping   Story  Mapping  

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CONCLUSION  Analysis  with  An  Agile  Mindset  

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If  you  remember  nothing  else…  1.   Maximize  Outcome  with  

Minimum  Output  2.  The  purpose  of  analysis  is  to  

build  and  maintain  shared  understanding  

3.  Iterative  discovery  supports  iterative  delivery  

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Stay  in  Touch  

Kent  McDonald  

[email protected]  

@beyondreqs  

www.beyondrequirements.com  

Slides  available  from:  http://www.slideshare.net/kentjmcdonald    

   

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