Tying Roadmap Strategy to Agile Planning
Today’s Speakers
Andre TheusDirector of Marketing
Jim SemickFounder / Chief Strategist
MODERATORPRESENTER
Themes1. What level of detail?2. Metrics for prioritization 3. Planning Timelines & Methods4. Communication / Transparency5. Tools
Poll 1: Who is joining us today?
Overview
Strategy vs. ExecutionTHE ROADMAP THE BACKLOG
Think big initiatives, themes or epics Think tasks or “stories”
Strategy vs. ExecutionThe Roadmap The Backlog
Big Picture DetailedLonger term horizon Shorter term horizonNo dates / rough dates Often has datesCommunication focus Execution focusPrioritize less often Prioritize frequentlyHigh-level estimates Granular estimatesCommunication Tools: ProductPlan, PowerPoint
Project Mgmt. Tools: JIRA, Pivotal Tracker, Spreadsheets
It’s All About StrategyRoadmap Prioritization Backlog Prioritization
Specifics not known yet Details typically known
Based on strategic goals Dev order not yet known
Prioritization based on many factors:
• E.g. customer value, competitive differentiation, development effort, support cost, risk, business goals, stakeholder needs
Prioritization based on fewer factors:
• E.g. customer value, story points, available resources
Poll 2: What roadmap prioritization challenges do you have?
Strategies for PrioritizingYour Roadmap
Weigh business value against complexity to implement.Value vs. Effort Model
Score initiatives based on value versus cost.Weighted Scoring
Prioritize customer delight versus type of feature.Kano Model
Poll 3: What agile methods do you practice?
Executing Your Roadmap: Prioritizing Your Agile Backlog
(whether you are Scrum, Kanban, XP, or whatever)
Agile = Iterative Development
Source: Jeff Patton
Release 1 Release 2 Release 3
Customer Value vs. Dev Effort - These All Work
Story Mapping
MoSCoW Analysis• Must have • Should have if possible • Could have if possible • Won’t have at this time
(but would like in the future)
Release ThemesGroup and order stories together.
• “Increase shopping cart completion”• “Technical debt release”• “Improve website performance"
Poll 4: What tools do you use to manage the backlog?
Tying the Roadmap and Backlog Together
Questions?productplan.com/bookproductplan.com/blog
@ProductPlan
Thank You!productplan.com/bookproductplan.com/blog
@ProductPlan
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