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StoryBox | A Story of getting things done the agile way
Adrian Liem
July 2013
STORYBOX
A story of getting things done
the agile way
StoryBox | A story of getting things done the agile way
1. Background of UBC
2. The Ask
3. Our Approach
4. The Result
5. Lessons learned
6. Questions
Overview
UBC : The University of British Columbia
StoryBox | A story of getting things done the agile way
Not to be confused with...

”BC” - Boston College

a university in Central America

University Baptist Church

Union of the Baltic Cities

United BioSource Corporation

Uganda Broadcasting Corporation
THE UNIVERSITY OF BRITISH COLUMBIA
UBC
VANCOUVER
KELOWNA
VANCOUVER
KELOWNA
UBC
StoryBox | A story of getting things done the agile way
The University of British Columbia

2 campuses: Vancouver and Kelowna, BC, Canada

57,706 students

8,440 international students from 149 countries

11,836 degrees granted

275,000 alumni in 120 countries

10,186 faculty and 6,716 staff

$2 billion annual operating budget

$519 million per year in research funding for 7,990 projects

153 companies spun off from UBC research

$10 billion in economic impact
Marketing & Communications
StoryBox | A story of getting things done the agile way
UBC Pre-2012

Coordinated by Public Affairs (with limited mandate)

Strong focus on media relations

Some university-wide initiatives (Re-branding 2007)

No formal, central Marcomm team

At the best of times: informal, internal collaboration

At the worst of times...
FIEFDOMS IN AN EMPIRE
http://www.flickr.com/photos/glodjib/
Marcomm at UBC
StoryBox | A story of getting things done the agile way
De-centralized, distributed, dispersed

150+ staff with part or full-time responsibility for marcomm

spread across two campuses, multiple satellite locations

no direct line of reporting to central

no central unit with formal responsibility for university-wide
marketing communications strategy
2012: A new beginning
StoryBox | A story of getting things done the agile way
Communications
and Marketing Office

Brand team

Design team

Web team

P
+ Digital Storyteller
+ Market Researcher
Public Affairs
Office

Media Specialists

Brand team

Design team

Web team

Photographer { hotographer
UBC Communications and Marketing
StoryBox | A story of getting things done the agile way
Our Raison D’Etre
Bring our brand to life
Compel our target audiences to engage with the university
Enable an integrated distributed model of marcomm
Integrated whatnow?
StoryBox | A story of getting things done the agile way
“Integrated Distributed”

Autonomous entities with formalized ties to central initiatives

Some dual-line reporting, some restructuring

Increased level of collaboration and internal communication

(ask us again in two years)
Elevate through Storytelling
StoryBox | A story of getting things done the agile way
Our Goals

Improve our storytelling CAPACITY

Build our storytelling MUSCLE

Increase storytelling COLLABORATION
The Blessing
StoryBox | A story of getting things done the agile way
UBC is story-rich
The Curse
UBC is story-rich
StoryBox | A story of getting things done the agile way
How can we
find the best ways
to tell the right stories
to our target audiences?
How can we
find the best ways
to tell the right stories
to our target audiences?
The Needs
StoryBox | A story of getting things done the agile way
Problems we’re trying to solve

What stories should we tell in this year’s annual report?

Who else within UBC is writing a story on social sustainability?

What has already been written about Professor X?

Our President is travelling to Asia - what stories can he tell
about UBC’s involvement in the Asia Pacific region?

How can we elevate and shine a light on the best stories from
the pockets of campus?
The “ask”:
StoryBox | A story of getting things done the agile way
Help me find UBC stories.
I’m looking for...

Our best stories

Stories about [insert field of research]

Stories relevant to [insert target audience]

Stories happening in [insert international location]

Stories demonstrating [insert strategic pillar]

Stories with photos / video

Fully-fleshed out stories, but also the seeds of an idea for a story
Build me a “stories database”
StoryBox | A story of getting things done the agile way
Situation Analysis

Unclear and undefined requirements

We don’t know what we don’t know

No idea how many stories we have about what/whom

No direct connections to many of our story sources

Complex organizational environment

Embedded culture of decentralization

Juggling multiple projects with limited resources

Need a working solution in 3 months
Traditional Approach
StoryBox | A story of getting things done the agile way
One Step at a Time

Discovery + Research

User Experience

Design

Develop + Produce

Test > Refine > Test

Release + Take to Market
Like a waterfall
StoryBox | A story of getting things done the agile way
Planning
Analysis
Design
Implementation
Maintenance
Waterfall Method
StoryBox | A story of getting things done the agile way
Stages

Discovery + Research

User Experience

Design

Develop + Produce

Test > Refine > Test

Release + Take to Market
Deliverables

Project Brief, Strategy

IA structure, Wireframes

Mockups/Comps

“Beta” site, Content

QA notes

Big splash campaign
StoryBox | A story of getting things done the agile way
Waterfall
Strengths
Linear
Clear steps
Well-defined
Discrete stages, defined roles
Predictable
Fixed timeframe, fixed budgets
Planning
Analysis
Design
Implementation
Maintenance
A JUGGERNAUT
http://www.flickr.com/photos/justingood/
Waterfall
Risks
StoryBox | A story of getting things done the agile way

Success hinges on each stage before it

Requirements can change rapidly

Small margin for error

Difficult and costly to change course midway

Learning and knowledge transfer is limited
Project-Specific Risks
StoryBox | A story of getting things done the agile way
Decentralized Environment.
Face many unknowns, takes time to capture full set of needs.
Technically, easy. Organizationally, very hard.
Need widespread participation.
High risk of being thrown a loopball midway through.
Short timeframe.
Don’t have much time to turn-ship.
Our Strategy
StoryBox | A story of getting things done the agile way
Confront the Challenges Head-On

Involve our end-users in the process

Actively solicit and be receptive to feedback

Build prototypes to help define the scope

Be prepared to change course, to “pivot”
StoryBox | A story of getting things done the agile way
What’s the alternative?
AGILE!
http://www.flickr.com/photos/bortescristian/
Agile
StoryBox | A story of getting things done the agile way
aagile
Quick, light, nimble
AAgile
Software development methods
where solutions evolve through
an iterative and incremental
approach.
StoryBox | A story of getting things done the agile way
Our Approach
a A
DISCLAIMER
StoryBox | A story of getting things done the agile way
I agile.
(but I’m not Spiderman)
Agile
StoryBox | A story of getting things done the agile way
Basics

Reaction to heavyhanded nature of waterfall methods

An iterative and incremental approach

People and interactions over processes and tools

Cross-functional, self-organizing teams

”Customer collaboration”

Build working solutions that can be immediately evaluated

Adapt and respond to change
Agile
StoryBox | A story of getting things done the agile way
Key Principles

Reaction to heavyhanded nature of waterfall methods

An iterative and incremental approach

People and interactions over processes and tools

Cross-functional, self-organizing teams

”Customer collaboration”

Build working solutions that can be immediately evaluated

Adapt and respond to change
StoryBox | A story of getting things done the agile way
People over Processes + Tools
(But there are still Processes + Tools)
User Stories
StoryBox | A story of getting things done the agile way
Short, simple descriptions of a feature
told from the perspective of the person
who desires the new capability.
User Stories
StoryBox | A story of getting things done the agile way
The Template:
As a [type of user],
I want [some goal],
so that [some reason].
As a [type of user],
I want [some goal],
so that [some reason].
User Stories
StoryBox | A story of getting things done the agile way
Example
As an Editor for a campus publication,
I want to be able to search for stories by date,
so that I can find stories for our back-to-school edition.
Example
As an Editor for a campus publication,
I want to be able to search for stories by date,
so that I can find stories for our back-to-school edition.
User Stories
StoryBox | A story of getting things done the agile way
User
Goal
Reason
As a [type of user],
I want [some goal],
so that [some reason].
Person
Feature
Benefit (motivation)
Example
As an Editor for a campus publication,
I want to be able to search for stories by date,
so that I can find stories for our back-to-school edition.
As a [type of user],
I want [some goal],
so that [some reason].
User Stories
StoryBox | A story of getting things done the agile way
User Stories
StoryBox | A story of getting things done the agile way
Form + Formats

Sticky notes, index cards, spreadsheets, online tools
http://www.flickr.com/photos/expatminister/
The Value of User Stories
StoryBox | A story of getting things done the agile way
Benefits

Captures desired features in a simple, concise way

Simplifies task of gathering requirements

Shifts focus from writing about requirements to discussing them
enabling the team to respond faster
Scrums
StoryBox | A story of getting things done the agile way
Rugby: An analogy
- scrum to get the ball
- sprint
- pass the ball back + forth
- go the distance as a unit
http://www.flickr.com/photos/muzzanese/
Scrums in Agile
StoryBox | A story of getting things done the agile way
Scrum: A model for organizing meetings
Planning Meeting

Meetings to organize cycles of work

aka “Sprint Planning Meeting”

Pick user stories to build out during the next “sprint”
Daily Scrums

Timeboxed meeting to provide status updates

What did you work on?
What are you going to work on?
What obstacles do you face?
Sprints in Agile
StoryBox | A story of getting things done the agile way
Sprints: When the work happens
Timeboxed

1 sprint = 1 week to 1 month

Most common length of a sprint: 2 weeks
Outcomes

Set of new features

Designed, developed, tested, ready for release

1 sprint = 1 cycle of work, the next “set” of features
Agile
StoryBox | A story of getting things done the agile way
SCRUM
Decide what you’re going to do.
SPRINT
Do it.
Scrum Sprint Scrum Sprint Scrum
“Product Backlog”
StoryBox | A story of getting things done the agile way
Formalized User Stories
Product Backlog
StoryBox | A story of getting things done the agile way
Person Feature Benefit
Grooming the Backlog
StoryBox | A story of getting things done the agile way
Some stories are “epics” and will take more
than 1 sprint.
Example
As a Writer, when I add a new story about social
sustainability, I want the system to email our
photographer, and our Public Affairs office, and
everyone who needs to know about the story.
Breaking down an “epic”
StoryBox | A story of getting things done the agile way
As a Writer, I want the ability to tag a story with, for example the
words “social sustainability”, so that I can describe my story as
specifically as I can.
As a Writer, I want the system to notify other people that I have
added a story they might be interested in, so that they can read
my story and then decide if they can use it for their own work.
As an Editor, I want the ability to be notified when a particular
type of story, for example a story about “social sustainability”,
has been added to the system, so that I can stay on top of the
latest stories as soon as they’re released.
Person
Feature
Benefit (motivation)
Example
As a Writer,
I want the ability to tag a story with, for example the words
“social sustainability”,
so that I can describey my story as specifically as I can.
As a [type of user],
I want [some goal],
so that [some reason].
User Stories
StoryBox | A story of getting things done the agile way
Product Backlog
StoryBox | A story of getting things done the agile way
Status + Priority
Broader Feature Set / Epics
Great! Let’s build it!
http://www.flickr.com/photos/cabbit/
If you build it...
http://www.flickr.com/photos/mindus/
... ... ...
http://www.flickr.com/photos/jenniferbatty/
Agile beyond software
StoryBox | A story of getting things done the agile way
Where?

Internal consultations

Workshops
What?

Cross-functional teams

Feedback loops

Respond to change
Buy-in
Agile beyond software...
StoryBox | A story of getting things done the agile way
Collaboration
Why?
Cross-functional
Teams
Knowledge Exchange
Agile beyond software...
StoryBox | A story of getting things done the agile way
Why?
(we find out what we don’t know)
Why?Agile beyond software...
StoryBox | A story of getting things done the agile way

Increases collaboration, collaboration encourages buy-in

Cross-functional teams increases knowledge exchange

Able to adapt to feedback and change

Able to test hypotheses before investing too much time
Agile approach to Workshops
StoryBox | A story of getting things done the agile way

Facilitate cross-functional collaboration

Set up the physical space to support discussions (mini scrums)

Explicitly talk about the desire for feedback, iterations, cycles

Incorporate feedback

Describe what has changed each time (proof points)

Experiment, be prepared to change on the fly
Outcomes
StoryBox | A story of getting things done the agile way
What we thought we needed

Structured categorization system (Taxonomy)

Open-ended tagging system (Folksonomy)

Open-ended meta-data
Outcomes
StoryBox | A story of getting things done the agile way
What we actually needed

Structured categorization system (Taxonomy)

Open-ended tagging systems (Folksonomyies)

Open-ended meta-data
+ To build a shared understanding of a “story”
+ Technology to enable workflows not replace them
Multiple
(that could grow over time)
Specific
Hierarchy of Needs
StoryBox | A story of getting things done the agile way
(thanks Maslow)
Hierarchy of Needs
StoryBox | A story of getting things done the agile way
Decentralized Environment
+
Different Sets of Needs
StoryBox | A story of getting things done the agile way
Open Tags Structured Categories
Local Needs Institutional Needs
Open
Tags
Structured
Categories
Local Institutional
Bingo!
Aligning our Needs + Goals
StoryBox | A story of getting things done the agile way
(i Venn diagrams)
Great! Let’s build it!
http://www.flickr.com/photos/cabbit/
WordPress
StoryBox | A story of getting things done the agile way
Why?

Suitable

Core features align well with overall goals + needs

Familiar and easy to use

Many staff already using WordPress

Internal expertise in WordPress development

Higher probability of adoption

Sustainable

Technical infrastructure already in place

Flexible

Well-suited for rapid iterations and revisions
WordPress
StoryBox | A story of getting things done the agile way
Basic Setup w/ Customizations

Custom Theme

Custom post type: “Stories”

Custom taxonomies

Open-ended tags

Managed categorization
WordPress: Add New Post
StoryBox: Add New Story
Story Attributes
Taxonomy
Structured categorization
Reflects institutional attributes
an institutional lens
StoryBox | A story of getting things done the agile way
Folksonomy
Multiple folksonomies
Open-ended tagging
Grows based on specific, unique needs
the local perspectives
StoryBox | A story of getting things done the agile way
StoryBox | A story of getting things done the agile way
Local
Perspective
Institutional
Lens
Bingo!
StoryBox Results
StoryBox | A story of getting things done the agile way

Zero to working prototype in 1 month

Within 6 months:
500+ stories
139 people
68 units (departments, offices)

Actively used for the 2012/2013 Annual Report
StoryBox Next Steps
StoryBox | A story of getting things done the agile way
Not all roses...

Pressing need to better understand local/distributed needs
and interests
Phase 2

Build further into day-to-day workflows

Tie in to broader storytelling strategy
Agile - Why it worked for us
StoryBox | A story of getting things done the agile way
Well-defined goals, unknown “end product”

We knew the problem well, we weren’t sure about the solution
Scratching our own itch

We had direct access to our “end users”

We were a sub-set of our end users
Right team, right infrastructure

We had people willing to be agile and to try Agile

We had a suitable technical infrastructure in place
Considering Agile?
StoryBox | A story of getting things done the agile way
What to look for

“In-house” projects

Have “T-Shaped” people who work well in teams

Undefined scope, unclear end product

Need for speed, short timeframes

Direct access to target market
StoryBox | A Story of getting things done the agile way
Thank you!
Adrian Liem
adrian.liem@ubc.ca
@adrianliem

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StoryBox - A story of getting things done the Agile way

  • 1. StoryBox | A Story of getting things done the agile way Adrian Liem July 2013 STORYBOX A story of getting things done the agile way
  • 2. StoryBox | A story of getting things done the agile way 1. Background of UBC 2. The Ask 3. Our Approach 4. The Result 5. Lessons learned 6. Questions Overview
  • 3. UBC : The University of British Columbia StoryBox | A story of getting things done the agile way Not to be confused with...  ”BC” - Boston College  a university in Central America  University Baptist Church  Union of the Baltic Cities  United BioSource Corporation  Uganda Broadcasting Corporation
  • 4. THE UNIVERSITY OF BRITISH COLUMBIA UBC
  • 7. UBC StoryBox | A story of getting things done the agile way The University of British Columbia  2 campuses: Vancouver and Kelowna, BC, Canada  57,706 students  8,440 international students from 149 countries  11,836 degrees granted  275,000 alumni in 120 countries  10,186 faculty and 6,716 staff  $2 billion annual operating budget  $519 million per year in research funding for 7,990 projects  153 companies spun off from UBC research  $10 billion in economic impact
  • 8. Marketing & Communications StoryBox | A story of getting things done the agile way UBC Pre-2012  Coordinated by Public Affairs (with limited mandate)  Strong focus on media relations  Some university-wide initiatives (Re-branding 2007)  No formal, central Marcomm team  At the best of times: informal, internal collaboration  At the worst of times...
  • 9. FIEFDOMS IN AN EMPIRE http://www.flickr.com/photos/glodjib/
  • 10. Marcomm at UBC StoryBox | A story of getting things done the agile way De-centralized, distributed, dispersed  150+ staff with part or full-time responsibility for marcomm  spread across two campuses, multiple satellite locations  no direct line of reporting to central  no central unit with formal responsibility for university-wide marketing communications strategy
  • 11. 2012: A new beginning StoryBox | A story of getting things done the agile way Communications and Marketing Office  Brand team  Design team  Web team  P + Digital Storyteller + Market Researcher Public Affairs Office  Media Specialists  Brand team  Design team  Web team  Photographer { hotographer
  • 12. UBC Communications and Marketing StoryBox | A story of getting things done the agile way Our Raison D’Etre Bring our brand to life Compel our target audiences to engage with the university Enable an integrated distributed model of marcomm
  • 13. Integrated whatnow? StoryBox | A story of getting things done the agile way “Integrated Distributed”  Autonomous entities with formalized ties to central initiatives  Some dual-line reporting, some restructuring  Increased level of collaboration and internal communication  (ask us again in two years)
  • 14. Elevate through Storytelling StoryBox | A story of getting things done the agile way Our Goals  Improve our storytelling CAPACITY  Build our storytelling MUSCLE  Increase storytelling COLLABORATION
  • 15. The Blessing StoryBox | A story of getting things done the agile way UBC is story-rich
  • 16. The Curse UBC is story-rich StoryBox | A story of getting things done the agile way
  • 17. How can we find the best ways to tell the right stories to our target audiences?
  • 18. How can we find the best ways to tell the right stories to our target audiences?
  • 19. The Needs StoryBox | A story of getting things done the agile way Problems we’re trying to solve  What stories should we tell in this year’s annual report?  Who else within UBC is writing a story on social sustainability?  What has already been written about Professor X?  Our President is travelling to Asia - what stories can he tell about UBC’s involvement in the Asia Pacific region?  How can we elevate and shine a light on the best stories from the pockets of campus?
  • 20. The “ask”: StoryBox | A story of getting things done the agile way Help me find UBC stories. I’m looking for...  Our best stories  Stories about [insert field of research]  Stories relevant to [insert target audience]  Stories happening in [insert international location]  Stories demonstrating [insert strategic pillar]  Stories with photos / video  Fully-fleshed out stories, but also the seeds of an idea for a story
  • 21. Build me a “stories database” StoryBox | A story of getting things done the agile way Situation Analysis  Unclear and undefined requirements  We don’t know what we don’t know  No idea how many stories we have about what/whom  No direct connections to many of our story sources  Complex organizational environment  Embedded culture of decentralization  Juggling multiple projects with limited resources  Need a working solution in 3 months
  • 22. Traditional Approach StoryBox | A story of getting things done the agile way One Step at a Time  Discovery + Research  User Experience  Design  Develop + Produce  Test > Refine > Test  Release + Take to Market
  • 23. Like a waterfall StoryBox | A story of getting things done the agile way Planning Analysis Design Implementation Maintenance
  • 24. Waterfall Method StoryBox | A story of getting things done the agile way Stages  Discovery + Research  User Experience  Design  Develop + Produce  Test > Refine > Test  Release + Take to Market Deliverables  Project Brief, Strategy  IA structure, Wireframes  Mockups/Comps  “Beta” site, Content  QA notes  Big splash campaign
  • 25. StoryBox | A story of getting things done the agile way Waterfall Strengths Linear Clear steps Well-defined Discrete stages, defined roles Predictable Fixed timeframe, fixed budgets Planning Analysis Design Implementation Maintenance
  • 27. Waterfall Risks StoryBox | A story of getting things done the agile way  Success hinges on each stage before it  Requirements can change rapidly  Small margin for error  Difficult and costly to change course midway  Learning and knowledge transfer is limited
  • 28. Project-Specific Risks StoryBox | A story of getting things done the agile way Decentralized Environment. Face many unknowns, takes time to capture full set of needs. Technically, easy. Organizationally, very hard. Need widespread participation. High risk of being thrown a loopball midway through. Short timeframe. Don’t have much time to turn-ship.
  • 29. Our Strategy StoryBox | A story of getting things done the agile way Confront the Challenges Head-On  Involve our end-users in the process  Actively solicit and be receptive to feedback  Build prototypes to help define the scope  Be prepared to change course, to “pivot”
  • 30. StoryBox | A story of getting things done the agile way What’s the alternative?
  • 32. Agile StoryBox | A story of getting things done the agile way aagile Quick, light, nimble AAgile Software development methods where solutions evolve through an iterative and incremental approach.
  • 33. StoryBox | A story of getting things done the agile way Our Approach a A
  • 34. DISCLAIMER StoryBox | A story of getting things done the agile way I agile. (but I’m not Spiderman)
  • 35. Agile StoryBox | A story of getting things done the agile way Basics  Reaction to heavyhanded nature of waterfall methods  An iterative and incremental approach  People and interactions over processes and tools  Cross-functional, self-organizing teams  ”Customer collaboration”  Build working solutions that can be immediately evaluated  Adapt and respond to change
  • 36. Agile StoryBox | A story of getting things done the agile way Key Principles  Reaction to heavyhanded nature of waterfall methods  An iterative and incremental approach  People and interactions over processes and tools  Cross-functional, self-organizing teams  ”Customer collaboration”  Build working solutions that can be immediately evaluated  Adapt and respond to change
  • 37. StoryBox | A story of getting things done the agile way People over Processes + Tools (But there are still Processes + Tools)
  • 38. User Stories StoryBox | A story of getting things done the agile way Short, simple descriptions of a feature told from the perspective of the person who desires the new capability.
  • 39. User Stories StoryBox | A story of getting things done the agile way The Template: As a [type of user], I want [some goal], so that [some reason].
  • 40. As a [type of user], I want [some goal], so that [some reason]. User Stories StoryBox | A story of getting things done the agile way Example As an Editor for a campus publication, I want to be able to search for stories by date, so that I can find stories for our back-to-school edition.
  • 41. Example As an Editor for a campus publication, I want to be able to search for stories by date, so that I can find stories for our back-to-school edition. User Stories StoryBox | A story of getting things done the agile way User Goal Reason As a [type of user], I want [some goal], so that [some reason].
  • 42. Person Feature Benefit (motivation) Example As an Editor for a campus publication, I want to be able to search for stories by date, so that I can find stories for our back-to-school edition. As a [type of user], I want [some goal], so that [some reason]. User Stories StoryBox | A story of getting things done the agile way
  • 43. User Stories StoryBox | A story of getting things done the agile way Form + Formats  Sticky notes, index cards, spreadsheets, online tools http://www.flickr.com/photos/expatminister/
  • 44. The Value of User Stories StoryBox | A story of getting things done the agile way Benefits  Captures desired features in a simple, concise way  Simplifies task of gathering requirements  Shifts focus from writing about requirements to discussing them enabling the team to respond faster
  • 45. Scrums StoryBox | A story of getting things done the agile way Rugby: An analogy - scrum to get the ball - sprint - pass the ball back + forth - go the distance as a unit http://www.flickr.com/photos/muzzanese/
  • 46. Scrums in Agile StoryBox | A story of getting things done the agile way Scrum: A model for organizing meetings Planning Meeting  Meetings to organize cycles of work  aka “Sprint Planning Meeting”  Pick user stories to build out during the next “sprint” Daily Scrums  Timeboxed meeting to provide status updates  What did you work on? What are you going to work on? What obstacles do you face?
  • 47. Sprints in Agile StoryBox | A story of getting things done the agile way Sprints: When the work happens Timeboxed  1 sprint = 1 week to 1 month  Most common length of a sprint: 2 weeks Outcomes  Set of new features  Designed, developed, tested, ready for release  1 sprint = 1 cycle of work, the next “set” of features
  • 48. Agile StoryBox | A story of getting things done the agile way SCRUM Decide what you’re going to do. SPRINT Do it. Scrum Sprint Scrum Sprint Scrum
  • 49. “Product Backlog” StoryBox | A story of getting things done the agile way Formalized User Stories
  • 50. Product Backlog StoryBox | A story of getting things done the agile way Person Feature Benefit
  • 51. Grooming the Backlog StoryBox | A story of getting things done the agile way Some stories are “epics” and will take more than 1 sprint. Example As a Writer, when I add a new story about social sustainability, I want the system to email our photographer, and our Public Affairs office, and everyone who needs to know about the story.
  • 52. Breaking down an “epic” StoryBox | A story of getting things done the agile way As a Writer, I want the ability to tag a story with, for example the words “social sustainability”, so that I can describe my story as specifically as I can. As a Writer, I want the system to notify other people that I have added a story they might be interested in, so that they can read my story and then decide if they can use it for their own work. As an Editor, I want the ability to be notified when a particular type of story, for example a story about “social sustainability”, has been added to the system, so that I can stay on top of the latest stories as soon as they’re released.
  • 53. Person Feature Benefit (motivation) Example As a Writer, I want the ability to tag a story with, for example the words “social sustainability”, so that I can describey my story as specifically as I can. As a [type of user], I want [some goal], so that [some reason]. User Stories StoryBox | A story of getting things done the agile way
  • 54. Product Backlog StoryBox | A story of getting things done the agile way Status + Priority Broader Feature Set / Epics
  • 55. Great! Let’s build it! http://www.flickr.com/photos/cabbit/
  • 56. If you build it... http://www.flickr.com/photos/mindus/
  • 58. Agile beyond software StoryBox | A story of getting things done the agile way Where?  Internal consultations  Workshops What?  Cross-functional teams  Feedback loops  Respond to change
  • 59. Buy-in Agile beyond software... StoryBox | A story of getting things done the agile way Collaboration Why?
  • 60. Cross-functional Teams Knowledge Exchange Agile beyond software... StoryBox | A story of getting things done the agile way Why? (we find out what we don’t know)
  • 61. Why?Agile beyond software... StoryBox | A story of getting things done the agile way  Increases collaboration, collaboration encourages buy-in  Cross-functional teams increases knowledge exchange  Able to adapt to feedback and change  Able to test hypotheses before investing too much time
  • 62. Agile approach to Workshops StoryBox | A story of getting things done the agile way  Facilitate cross-functional collaboration  Set up the physical space to support discussions (mini scrums)  Explicitly talk about the desire for feedback, iterations, cycles  Incorporate feedback  Describe what has changed each time (proof points)  Experiment, be prepared to change on the fly
  • 63. Outcomes StoryBox | A story of getting things done the agile way What we thought we needed  Structured categorization system (Taxonomy)  Open-ended tagging system (Folksonomy)  Open-ended meta-data
  • 64. Outcomes StoryBox | A story of getting things done the agile way What we actually needed  Structured categorization system (Taxonomy)  Open-ended tagging systems (Folksonomyies)  Open-ended meta-data + To build a shared understanding of a “story” + Technology to enable workflows not replace them Multiple (that could grow over time) Specific
  • 65. Hierarchy of Needs StoryBox | A story of getting things done the agile way (thanks Maslow)
  • 66. Hierarchy of Needs StoryBox | A story of getting things done the agile way Decentralized Environment +
  • 67. Different Sets of Needs StoryBox | A story of getting things done the agile way Open Tags Structured Categories Local Needs Institutional Needs
  • 68. Open Tags Structured Categories Local Institutional Bingo! Aligning our Needs + Goals StoryBox | A story of getting things done the agile way (i Venn diagrams)
  • 69. Great! Let’s build it! http://www.flickr.com/photos/cabbit/
  • 70. WordPress StoryBox | A story of getting things done the agile way Why?  Suitable  Core features align well with overall goals + needs  Familiar and easy to use  Many staff already using WordPress  Internal expertise in WordPress development  Higher probability of adoption  Sustainable  Technical infrastructure already in place  Flexible  Well-suited for rapid iterations and revisions
  • 71. WordPress StoryBox | A story of getting things done the agile way Basic Setup w/ Customizations  Custom Theme  Custom post type: “Stories”  Custom taxonomies  Open-ended tags  Managed categorization
  • 75. Taxonomy Structured categorization Reflects institutional attributes an institutional lens StoryBox | A story of getting things done the agile way
  • 76. Folksonomy Multiple folksonomies Open-ended tagging Grows based on specific, unique needs the local perspectives StoryBox | A story of getting things done the agile way
  • 77. StoryBox | A story of getting things done the agile way Local Perspective Institutional Lens Bingo!
  • 78.
  • 79.
  • 80.
  • 81.
  • 82.
  • 83.
  • 84. StoryBox Results StoryBox | A story of getting things done the agile way  Zero to working prototype in 1 month  Within 6 months: 500+ stories 139 people 68 units (departments, offices)  Actively used for the 2012/2013 Annual Report
  • 85. StoryBox Next Steps StoryBox | A story of getting things done the agile way Not all roses...  Pressing need to better understand local/distributed needs and interests Phase 2  Build further into day-to-day workflows  Tie in to broader storytelling strategy
  • 86. Agile - Why it worked for us StoryBox | A story of getting things done the agile way Well-defined goals, unknown “end product”  We knew the problem well, we weren’t sure about the solution Scratching our own itch  We had direct access to our “end users”  We were a sub-set of our end users Right team, right infrastructure  We had people willing to be agile and to try Agile  We had a suitable technical infrastructure in place
  • 87. Considering Agile? StoryBox | A story of getting things done the agile way What to look for  “In-house” projects  Have “T-Shaped” people who work well in teams  Undefined scope, unclear end product  Need for speed, short timeframes  Direct access to target market
  • 88. StoryBox | A Story of getting things done the agile way Thank you! Adrian Liem adrian.liem@ubc.ca @adrianliem