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Product Road Mapping Rob Nickolaus, Krista Odbert Lincoln Agile Community Meetup 2.25.2014

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Page 1: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Product Road Mapping

Rob Nickolaus, Krista Odbert

Lincoln Agile Community Meetup

2.25.2014

Page 2: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Who are we?

• Rob Nickolaus

– Technical Lead at FACTS / NBS for 6 years

– Small and medium sized companies

– In Lincoln for 27 years

• Krista Odbert

– K-12 Product Manager

– At FACTS / NBS for 13 years

Page 3: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Who are we?

• Nelnet Business Solutions (or FACTS Management) – a division of Nelnet

• 25+ years– Acquired by Nelnet 7 years ago

• About 200 employees• Based in downtown Lincoln + Omaha office• Provide software/services for K-12 and higher

education schools– Payment processing– Payment plans (e.g. tuition)– Financial needs assessment

Page 4: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Our Background

• Our history (why we’re agile-converts)– Started project 3 years ago with waterfall– Couldn’t find the forest for the trees– Rob had a bright idea

• How have we been successful at the user story and sprint level– Project became more tangible less overwhelming– Quickly saw progress– Great team buy in

• Why do we need to look further out?– Budget our time for other resource needs– Large project contention/prioritization– Incorporate larger audience in our feedback

Page 5: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

TO THE WABACPains

User story mapping

Kano survey

Page 6: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

What keeps us up at night

• Successes within a sprint or user story haven’t transcended to bigger chunks

• About 3-5 releases per year– “What’s going to be in the next few releases?”– No road map of where we’re heading (that we’ve committed to)

• Shallow backlog of stories (2-4 sprints)– Don’t know how much is left in the project

• Our estimates stop at a user story– Not effective to estimate every story out there when they won’t

be touched for months (or longer)

• Executives want to know ‘when is it all done?’• Team wants to see where we’re going

Page 7: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Road Map Factors

January June December

Release Cycle

Business Cycle

Sales & School Cycle

Page 8: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

What we’ve used in the past

• User story mapping (components)

– Components = high level placeholders items not in user stories

– Useful for grouping stories together as a theme

– Helps for seasonal-use planning

– Helps to keep from stepping on each other’s toes within a sprint

Page 9: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

What we’ve used in the past

• Kano survey – What it is

• Attaches emotion to a feature which helps understand the value

– Helps to quickly prioritize groups of user stories– Conducted internally and externally

• Internally was received well• Externally was used in another market and wasn’t received as well• Know your audience

– Could be useful for gauging customer feedback

Page 10: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Kano

• Hotel example

– “Basic” = Hot water in room

– “Excitement” = Cookies upon check-in

– “Performance” = Card-activated security

– “Indifferent” = Control your lights with a smart phone

Page 11: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

WHAT WE’RE TRYINGAgile product planning

Domain Driven Design

Page 12: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Agile product planning

• Component/idea draft• Draft initial user stories surrounding the idea with

acceptance criteria• Revise user stories/acceptance criteria with development

or estimate (planning poker)• Engage UX ahead of sprint when needed• Story is slotted for sprint• Group Think (optional)• Story Kick-off to Development

– Organize kick off with Ops, Training, Testing, Dev– Identify too big stories and break further– Development task breakdown begins

Page 13: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

PRODPAD DEMO

Page 14: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Coming Soon in 3D

• Domain-driven Design– Shared model and language between business and

technical– Gets the business team, analysis, developers, and testers

on the same page– Requires up-front design time (complex domains typically)

• Just started trying this– Two developers attended a session at conference,

researched and presented concept– They led the team through the first epic– Deliverable was a model and stories in backlog (10-15)

• Created a user story to encapsulate the DDD, story generation, and planning poker

Page 15: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

DDD – How we benefited

• How we benefited– Created a well-thought out roadmap for the

component

– Found missing stories

– Found inconsistencies between initial stories

– User stories mesh with the model we will code against

– Everyone has the same language

– No coding necessary to get these benefits

– Identify areas where we need in-depth design, wire-frames, or UX research

Page 16: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

WHAT WE WANT TO TRY NEXTProject/Program Estimation

Better Release Planning

Page 17: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Program/Project-Level Estimation

• Use a sample-analyze-compare technique

• Works at portfolio, project, or theme level

• Uses ‘points’ at each level

• Requires in-depth knowledge of some areas and ability to compare to other items at that level

Page 18: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Step 1 – Identify your epics

Epic 1

Epic 2

Epic 4

Epic 3

• List all epics

• Pick one that is well-understood for further estimation

Page 19: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Step 2 – Break epic into user stories

Epic 2

B

A

CF

D

E

• For one epic, list all user stories• Pick three stories for further

estimation

Page 20: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Step 3 – Analyze user stories

B

C

D

• Estimate points for each of 3 stories– Break each of 3 stories into

tasks if need be

Page 21: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Step 4 – Score other user stories

Epic 2

B

A

C F

D

E

• Estimate all other stories in epic relative to three stories estimated

• Sum up story points to the epic

Page 22: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Step 5 – Estimate Epics

Epic 1

Epic 2

Epic 4

Epic 3

• Size each epic relative to each other

• Sum up to get Project estimate (rough)

Page 23: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Program/Project-Level Estimation

• Once team(s) start projects, velocity is available

• Can start to measure ‘epic points’ delivered per unit of time

NOTE: We haven’t tried this yet!!

Page 24: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Better Release Planning

• Want to set (and hit) Release goals

– Helps Operations and Training in planning

– Build confidence throughout organization

• Demonstrate momentum

• Provides Management sound bites

Page 25: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

WRAP-UP

Page 26: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

What We’ve Covered

• Our history and scars

• Components (user story mapping)

• Kano survey

• Agile Product Planning

• Domain Driven Design

• Project-level estimation

• Better Release Planning

Page 27: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

QUESTIONS?

Page 28: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

QUESTIONS?

Page 29: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Our Contact Info

• Rob Nickolaus, Technical Lead

[email protected]

– (402) 730-0007 (cell)

• Krista Odbert, Product Owner

[email protected]

– (402) 937-4198 (cell)

Page 30: Product Road Mapping - Meetupfiles.meetup.com/8605372/Product Roadmapping (Lincoln Agile) - 2014.02.25.pdf · Agile product planning •Component/idea draft •Draft initial user

Resources

• ProdPad– www.prodpad.com

• User Story mapping– http://winnipegagilist.blogspot.com/2012/03/ho

w-to-create-user-story-map.html

• Kano model– http://en.wikipedia.org/wiki/Kano_model

– http://www.slideshare.net/jasonmesut/kano-a-quick-intro