Lawrence Ludlow. for Agile Tour Toronto
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1 Strategic Management Using Stories Lawrence Ludlow Intelliware Development Inc. for Agile Tour Toronto Otb October 20 th, 2009 February 12, Intelliware Development Inc. 1
2 Case Study 900 Cards Not all of these are for new requirements! February 12, Intelliware Development Inc. 2
3 Agenda 1.Story Definitions 2.Project Background 3.Project Results 4.Lessons Learned 5.Questions February 12, Intelliware Development Inc. 3
4 Story Definition #1 Something the system needs to do. The stories are written on index cards, with a name and a short paragraph describing the purpose of the story. February 12, Intelliware Development Inc. 4
5 Story Definition #2 a short description of the behavior of the system, from the point of view of the user of the system. February 12, Intelliware Development Inc. 5
6 Story Definition #3 - The 3 Cs Card Stories are tokens, they should be written on cards Confirmation Stories should include acceptance criteria to help developers understand the required functionality Conversation Detailed requirements should be determined during a conversation when the story is ready to be developed February 12, Intelliware Development Inc. 6
7 Story Definition Typical Story Card Show Account Balance As a Foreign Exchange customer, I want to be able to obtain my current account balance so I know what funds I have available for exchange transactions. Role Functionality Value February 12, Intelliware Development Inc. 7
8 Story Definition Stories are Tokens February 12, Intelliware Development Inc. 8
9 Project Background - Client System A System B Canada Europe System C System D February 12, Intelliware Development Inc. 9
10 Project Background - Objective System A System B New Web Portal System C System D February 12, Intelliware Development Inc. 10
11 Project Background - Stakeholders Web Product Group Our primary customer Direct day-to-day project responsibility Project Steering Committee Project oversight and key decisions Business Unit Product Management Product direction and priorities System Subject Matter Experts Current system information and functionality February 12, Intelliware Development Inc. 11
12 Project Background - Approach Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Phase 1 - Internal State Assessment: Current Functionality and Known Gaps Phase 3 - Future State Engineering: Develop Strategic Alternatives Phase 4 - Strategic Options: Identify Project Options and Develop High Level Plans Refine Future State Vision & Project Options Phase 2 - External State Assessment: Define Best Practices February 12, Intelliware Development Inc. 12
13 Project Results - Internal State Current Functionality 223 Phase 1 - Internal State Assessment: Current Functionality and Known Gaps Known Gaps February 12, Intelliware Development Inc. 13
14 Project Results - External State Phase 2 - External State Assessment: Define Best Practices February 12, Intelliware Development Inc. 14
15 Project Results - Future State Phase 3 - Future State Engineering: Develop Strategic Alternatives Future Functionality 288 February 12, Intelliware Development Inc. 15
16 Project Results - Card Breakdown Future State Gaps Current State February 12, Intelliware Development Inc. 16
17 Project Results - Strategic Alternatives Core System - Canada Core System - Europe February 12, Intelliware Development Inc. 17
18 Project Results - Strategic Options Current State = 223 Stories Priority 1 = 43 Stories Priority 2 = 66 Stories Apr J J January February March May Jun July Aug Sep Oct Nov Dec J F M A M A S O N D Future State Core = 138 Stories Complete Roadmap Plan Objectives: Review Plan with Key Stakeholders Detailed Planning Budget Planning Business Case Development Obtain Approvals Priority 1: Core Functionality Objectives: Core Administrative, i ti Reporting, Transaction Management, Alerts & Workflow Capabilities Priority 2: Foundation Functionality Priority 3 = 29 Stories Objectives: Round Out Administrative, Navigation, and Transaction Management Capabilities Core Product Capabilities Priority 3: Foundation Enhancements Objectives: Optional enhancements for Product Capabilities Rollout Key Stakeholder Review and Plan Refinement All Others = 150 Stories Future State = 288 Stories Step 1: Crossreference Current State with Future State Step 2: Remove non-core Future State Step 3: Prioritize, establish releases Step 4: Size stories, determine duration and effort Step 5: Document Plan Step 6: Review and Refine Plan February 12, Intelliware Development Inc. 18
19 Lesson #1 Stories can be used effectively to document current functionality February 12, Intelliware Development Inc. 19
20 Lesson #2 Stories are great for reviewing plans with many stakeholders Priority 1: Core Functionality Priority 2: Core Func ctionality Priority 3: Core Enhancements January February March Apr May Jun July Aug Sep Oct Nov Dec J F M A M J J A S O N D Complete Roadmap Plan Objectives: Review Plan with Key Stakeholders Detailed Planning Budget Planning Business Case Development Obtain Approvals Priority 1: Core Functionality Objectives: Core Administrative, Reporting, Transaction Management, Alerts & Workflow Capabilities Priority 2: Foundation Functionality Objectives: Round Out Administrative, Navigation, and Transaction Management Capabilities Core Product Capabilities Priority 3: Foundation Enhancements Objectives: Optional enhancements for Product Capabilities Rollout February 12, Intelliware Development Inc. 20
21 Lesson #3 You Need Tools to Help Manage Large Numbers of Stories February 12, Intelliware Development Inc. 21
22 Lesson #4 Stories Make Great Tokens for Planning Purposes February 12, Intelliware Development Inc. 22
23 Key Take Aways Here s what I hope you ve learned from this presentation: 1. Stories are very flexible. 2. Don t be afraid to use stories with your customers. 3. Use tools for large numbers of cards. 4. If you don t know how or where to get started, write stories. February 12, Intelliware Development Inc. 23
24 Questions February 12, Intelliware Development Inc. 24
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