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“Unless you radiate the purity of the 
Dalai Lama, don’t assume that people 
automatically believe you truly have 
selfless goals.” 
-- The Story Factor, Annette Simmons
Kicking off an Agile 
Product, Team, and Culture
Agenda 
 Intro 
 Purpose 
 Start of the Start 
 Agile Kickoff 
(if time permits) 
 Agile Kickoff Examples
Darren Hoevel MBA, SPC, CSP, ICP-ACC, ICP-ATF, CSM, 
CSPO 
Pliant Solutions 
Entrepreneur, Coach, Product Evangelist, 
Agile Junkie, Adventurer etc.. 
 A pragmatic, non-prescriptive kaizen 
enabler with a passion for leveraging 
Agile practices to consistently deliver 
exceptional results, great products and 
“delighted customers” to evolving 
organizations. 
 Industry expertise: Technology, 
Education, Software, Semiconductor, 
Retail, Education, Start-up, Healthcare 
(HIX), State & Federal Government. 
 Agile Community: AgileDC 2013 & 2014 
(AgileDC.org) Organizing Board 
Member, Agile 2013-14 Participant, 
Agile Meetup junkie, Agile Government 
Leadership Steering Committee 
Credentials: 
SAFe Program Consultant 
Certified Scrum Professional 
IC Agile Facilitator and Coach 
Certified ScrumMaster and Product Owner 
MBA, George Fox University, OR
Purpose 
Problem: 
Business and IT struggle to understand what is expected from them as they 
enter new projects under the “Agile umbrella”... 
Session Goals: 
Discuss how “setting the stage” for an Agile product, team and organization will 
help to level set expectations and increase the probability of business value 
delivery by everyone involved. 
We will leverage standard project documentation, Agile best practices and 
facilitation games to emulate an Agile product kick off. 
Output: 
Provide the group with an Agile kick off “template” that will increase team buy 
in and minimize hurdles along your journey to happy customers.
Vision 
A man came upon a construction site where three people 
were working. He asked the first, “What are you doing?” 
and the man replied: “I am laying bricks.” He asked the 
second, “What are you doing?” and the man replied: “I 
am building a wall.” As he approached the third, he 
heard him humming a tune as he worked, and asked, 
“What are you doing?” The man stood, looked up at the 
sky, and smiled, “I am building a cathedral!”
Disclaimer: No magic fairy dust or unicorns will be 
provided... just a compilation of tools for you to 
utilize as you feel fit.
Start of the Start 
 Set yourself up for success 
 Facilitators are your friend 
 If you are contributing, step back, or step away 
 POWER Start 
 Purpose 
 Outcomes & Deliverables 
 Wii-FM 
 Engage Participants 
 Roles & Responsibilities 
 Audience 
 The right people & platform 
 Invest the right amount of time 
 1 day, 2 day, 3 weeks… 
 Timeframes are nice, reading your audience is KEY!
Kickoff 
 Inputs 
 Stakeholder buy-in 
 Capital 
 Outputs 
 Ecosystem “unvetted” 
 Inception Roadmap 
 Project Vision 
 Executive Speech 
 Show support
Ecosystem Architecture (Framework) 
 Inputs 
 Ecosystem “unvetted” 
 Output 
 Ecosystem “vetted” 
 Project Scope/Elements 
 Maturity Model “unvetted” 
 Create the container 
 Don’t dictate… a gentle assist
Remember the future 
 Inputs 
 Inception Roadmap 
 Ecosystem “vetted” 
 Outputs 
 Proposed EPICS 
 Ecosystem Back Mapping Matrix 
 Proposed EPICs 
Innovation Games 
by Luke Hohmann
Speedboat 
 Inputs 
 Proposed EPICS 
 Outputs 
 Risk Mitigation Plan 
 Impediments
What’s in / what’s out 
 Inputs 
 Ecosystem “vetted” 
 Project Scope/Elements 
 Outputs 
 Project Scope 
 Validated Ecosystem 
 Future EPICS 
 “Level Set Expectation”
“As is” maturity model 
 Inputs 
 Impediments 
 Future EPICS 
 Proposed EPICS 
 Outputs 
 Based line Maturity Model
“To be” maturity model 
 Inputs 
 Validated Ecosystem 
 Maturity Model “un-vetted” 
 Outputs 
 Maturity Gap 
 Set the Project and 
Team VISION
Roles and goals 
 Inputs 
 Project Scope 
 Outputs 
 Roles 
 Goals 
 Level set expectation
Personas 
 Inputs 
 Roles 
 Outputs 
 Personas 
 Identify your customers! 
 Give reason 
 Give purpose 
 Create passion
Story Mapping 
 Inputs 
 Proposed EPICS 
 Maturity Gap 
 Goals 
 Personas 
 Outputs 
 Stories 
 Portfolio Alignment Wall (PAW)… 
 Make it visual, Make it REAL
Prioritization 
 Inputs 
 Stories 
 Outputs 
 Prioritized Stories 
 Find out what’s important to the Team 
 Inform the team on what’s important to 
management
Forecasting 
 Inputs 
 Prioritized Stories 
 Outputs 
 Execution Strategy 
 Set expectations 
 Read the crowd 
 Viable plan?
Elevator pitch 
 Inputs 
 Goals 
 Project Vision 
 Outputs 
 Elevator Pitch 
 If you cannot sell it, you 
cannot support it… let alone build it
Showcase 
 Inputs 
 Elevator Pitch 
 Execution Strategy 
 Prioritized Stories 
 Outputs 
 Success Plan 
 Team Ecosystem, Product Roadmap, 
Buy-In
While you were sleeping… or texting
2. Ecosystem 
Architecture 
1. Kick Off 
3. Remember the 
Future 
4. Speedboat 
7. To Be Maturity 
Model 
8. Roles and Goals 
9. Personas 
10. Story Mapping 
Maturity Model 
12. Forecasting 11. Prioritization 
14. Showcase 
13. Elevator Pitch 
5. What s In / 
What s Out 
6. As is Maturity 
Model 
Project Vision 
Ecosystem 
unvetted 
Ecosystem 
vetted 
Ecosystem 
vetted 
Project 
Scope/Elements 
Proposed EPICS 
Ecosytem 
vetted 
Ecosytem 
vetted 
unvetted 
Future EPICS 
Project Scope 
Validated 
Ecosystem 
Impediments 
Maturity GAP 
Roles 
Goals 
Personas 
Proposed EPICS 
Goals 
Stories 
Prioritized Stories 
Elevator Pitch 
Execution Strategy 
Prioritized Stories 
Risk 
Mitigation 
Plan 
Ecosystem 
Back 
Mapping 
Matrix 
Inception 
Roadmap 
CI 
Success Plan 
Legend 
Data Collection 
Analysis 
Information Sharing
Another Project, 
Another Approach 
DAY 1 
 Meeting Kickoff 
 General welcome to the team and an overview of the agenda 
 Team self-introductions 
 Name 
 Where you are from 
 Work Experience, surveys, etc. 
 Favorite movie, book or TV show 
 Executive Briefing 
 Welcome the team, discuss purpose and objectives of the project 
 State of the business and upcoming objectives
Product briefing, review the 
focus and scope of MCM 
 Vision of the solution 
 Project Charter, Vision statement 
 In Scope / Out of Scope 
 NOT rebuilding Legacy CM 
MCM features 
 General CM (notes) 
 Calendaring / Scheduling 
 Mapping / Routing 
 Dashboard (email, contacts, IM, “social”) 
 Why is this effort different? 
 Set expectations 
 Product development driven by the FRs 
 FR feature driven product development 
 How can we do this with only 5 hours a 
month 
 Agile, so what… 
 Demos, backlog grooming, dates, 
scheduling 
 Pass out calendar 
 Product development driven through 
frequent releases or iterations
Team Exercise 
Product Box 
This exercise lets you leverage your customers’ collective retail consumer experiences by asking them to design a 
box for your product. Not just any box, but a box that represents the product that they want to buy. In the 
process, you’ll learn what your customers think are the most important, exciting features of a given product or 
service. 
Planning Requirements & Lunch 
Instruct the team on how we are going to attempt to cover all the core functionality that MCM 
“should” have done. Show them the Feature board and what the colors mean. Again, set 
expectations for what each individual and each team should be contributing. The Facilitator 
explains planning process and expected deliverables. 
Walkthrough of: 
Team planning process 
Planning acceptance criteria 
Program Board 
Each team had the same deliverables: 
An objectives sheet 
One sheet per sprint for stories 
One risk sheet for risks and impediments
World Café exercise 
4 Categories (General CM, Calendaring/Scheduling, Mapping and Routing, 
Dashboard) (15 minutes per table, 1 hour total) 
 Validation of input (15-ish minutes) 
Introduce requirements for JAD session (granted these are from 
a different group of people) 
 Dot Voting of Features 
 Set Critical Path line for each Feature 
 Dot voting of Categories 
 Showcase the final output 
If time permits… 
Once the product board is complete, start talking about dependencies 
 What stories “add up” to be a feature? 
 What stories must be done in what order? Dependencies?
Another Project, 
Another Approach 
DAY 2 
 Baseline Plan 
 Planning Adjustment based on the 
recreated visuals 
 Let the team walk around, discuss, 
add/subtract, etc. 
 GAP analysis from old JAD session (if you 
haven’t presented these already) 
 Identify and validate project risk 
 ROAMing Risks 
 Confidence Vote 
 Team and program votes 
 Re-plan if necessary 
 Team Communication Plan 
 Scheduling Review 
 Utilize calendars 
 Demo dates for team, Demo date 
for stakeholders 
 Field Test 
 FR visits back to HQ 
 Demo Logistics 
 Dates/times 
 Video conferencing? 
 Validate Plan 
 Identify challenges / concerns
Review Prototype 
 Walk through of current UI prototype 
 Walk through of possible “dashboards” 
 Group Discussion 
 Team exercise? 
 Add new stories to board… 
Showcase what the team has come up with… 
Plan, features, dates, deliverables, etc. 
Big Visual Indicators: 
 Product Map 
FR Features on cards 
Milestone/Events on Cards 
 Product vision/objective on a large banner 
 Calendar in months and years (14, 15) on large print outs 
 SMART Objectives

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Kickingoff agile product team culture

  • 1. “Unless you radiate the purity of the Dalai Lama, don’t assume that people automatically believe you truly have selfless goals.” -- The Story Factor, Annette Simmons
  • 2. Kicking off an Agile Product, Team, and Culture
  • 3. Agenda  Intro  Purpose  Start of the Start  Agile Kickoff (if time permits)  Agile Kickoff Examples
  • 4. Darren Hoevel MBA, SPC, CSP, ICP-ACC, ICP-ATF, CSM, CSPO Pliant Solutions Entrepreneur, Coach, Product Evangelist, Agile Junkie, Adventurer etc..  A pragmatic, non-prescriptive kaizen enabler with a passion for leveraging Agile practices to consistently deliver exceptional results, great products and “delighted customers” to evolving organizations.  Industry expertise: Technology, Education, Software, Semiconductor, Retail, Education, Start-up, Healthcare (HIX), State & Federal Government.  Agile Community: AgileDC 2013 & 2014 (AgileDC.org) Organizing Board Member, Agile 2013-14 Participant, Agile Meetup junkie, Agile Government Leadership Steering Committee Credentials: SAFe Program Consultant Certified Scrum Professional IC Agile Facilitator and Coach Certified ScrumMaster and Product Owner MBA, George Fox University, OR
  • 5. Purpose Problem: Business and IT struggle to understand what is expected from them as they enter new projects under the “Agile umbrella”... Session Goals: Discuss how “setting the stage” for an Agile product, team and organization will help to level set expectations and increase the probability of business value delivery by everyone involved. We will leverage standard project documentation, Agile best practices and facilitation games to emulate an Agile product kick off. Output: Provide the group with an Agile kick off “template” that will increase team buy in and minimize hurdles along your journey to happy customers.
  • 6. Vision A man came upon a construction site where three people were working. He asked the first, “What are you doing?” and the man replied: “I am laying bricks.” He asked the second, “What are you doing?” and the man replied: “I am building a wall.” As he approached the third, he heard him humming a tune as he worked, and asked, “What are you doing?” The man stood, looked up at the sky, and smiled, “I am building a cathedral!”
  • 7. Disclaimer: No magic fairy dust or unicorns will be provided... just a compilation of tools for you to utilize as you feel fit.
  • 8. Start of the Start  Set yourself up for success  Facilitators are your friend  If you are contributing, step back, or step away  POWER Start  Purpose  Outcomes & Deliverables  Wii-FM  Engage Participants  Roles & Responsibilities  Audience  The right people & platform  Invest the right amount of time  1 day, 2 day, 3 weeks…  Timeframes are nice, reading your audience is KEY!
  • 9. Kickoff  Inputs  Stakeholder buy-in  Capital  Outputs  Ecosystem “unvetted”  Inception Roadmap  Project Vision  Executive Speech  Show support
  • 10. Ecosystem Architecture (Framework)  Inputs  Ecosystem “unvetted”  Output  Ecosystem “vetted”  Project Scope/Elements  Maturity Model “unvetted”  Create the container  Don’t dictate… a gentle assist
  • 11. Remember the future  Inputs  Inception Roadmap  Ecosystem “vetted”  Outputs  Proposed EPICS  Ecosystem Back Mapping Matrix  Proposed EPICs Innovation Games by Luke Hohmann
  • 12. Speedboat  Inputs  Proposed EPICS  Outputs  Risk Mitigation Plan  Impediments
  • 13. What’s in / what’s out  Inputs  Ecosystem “vetted”  Project Scope/Elements  Outputs  Project Scope  Validated Ecosystem  Future EPICS  “Level Set Expectation”
  • 14. “As is” maturity model  Inputs  Impediments  Future EPICS  Proposed EPICS  Outputs  Based line Maturity Model
  • 15. “To be” maturity model  Inputs  Validated Ecosystem  Maturity Model “un-vetted”  Outputs  Maturity Gap  Set the Project and Team VISION
  • 16. Roles and goals  Inputs  Project Scope  Outputs  Roles  Goals  Level set expectation
  • 17. Personas  Inputs  Roles  Outputs  Personas  Identify your customers!  Give reason  Give purpose  Create passion
  • 18. Story Mapping  Inputs  Proposed EPICS  Maturity Gap  Goals  Personas  Outputs  Stories  Portfolio Alignment Wall (PAW)…  Make it visual, Make it REAL
  • 19. Prioritization  Inputs  Stories  Outputs  Prioritized Stories  Find out what’s important to the Team  Inform the team on what’s important to management
  • 20. Forecasting  Inputs  Prioritized Stories  Outputs  Execution Strategy  Set expectations  Read the crowd  Viable plan?
  • 21. Elevator pitch  Inputs  Goals  Project Vision  Outputs  Elevator Pitch  If you cannot sell it, you cannot support it… let alone build it
  • 22. Showcase  Inputs  Elevator Pitch  Execution Strategy  Prioritized Stories  Outputs  Success Plan  Team Ecosystem, Product Roadmap, Buy-In
  • 23. While you were sleeping… or texting
  • 24. 2. Ecosystem Architecture 1. Kick Off 3. Remember the Future 4. Speedboat 7. To Be Maturity Model 8. Roles and Goals 9. Personas 10. Story Mapping Maturity Model 12. Forecasting 11. Prioritization 14. Showcase 13. Elevator Pitch 5. What s In / What s Out 6. As is Maturity Model Project Vision Ecosystem unvetted Ecosystem vetted Ecosystem vetted Project Scope/Elements Proposed EPICS Ecosytem vetted Ecosytem vetted unvetted Future EPICS Project Scope Validated Ecosystem Impediments Maturity GAP Roles Goals Personas Proposed EPICS Goals Stories Prioritized Stories Elevator Pitch Execution Strategy Prioritized Stories Risk Mitigation Plan Ecosystem Back Mapping Matrix Inception Roadmap CI Success Plan Legend Data Collection Analysis Information Sharing
  • 25. Another Project, Another Approach DAY 1  Meeting Kickoff  General welcome to the team and an overview of the agenda  Team self-introductions  Name  Where you are from  Work Experience, surveys, etc.  Favorite movie, book or TV show  Executive Briefing  Welcome the team, discuss purpose and objectives of the project  State of the business and upcoming objectives
  • 26. Product briefing, review the focus and scope of MCM  Vision of the solution  Project Charter, Vision statement  In Scope / Out of Scope  NOT rebuilding Legacy CM MCM features  General CM (notes)  Calendaring / Scheduling  Mapping / Routing  Dashboard (email, contacts, IM, “social”)  Why is this effort different?  Set expectations  Product development driven by the FRs  FR feature driven product development  How can we do this with only 5 hours a month  Agile, so what…  Demos, backlog grooming, dates, scheduling  Pass out calendar  Product development driven through frequent releases or iterations
  • 27. Team Exercise Product Box This exercise lets you leverage your customers’ collective retail consumer experiences by asking them to design a box for your product. Not just any box, but a box that represents the product that they want to buy. In the process, you’ll learn what your customers think are the most important, exciting features of a given product or service. Planning Requirements & Lunch Instruct the team on how we are going to attempt to cover all the core functionality that MCM “should” have done. Show them the Feature board and what the colors mean. Again, set expectations for what each individual and each team should be contributing. The Facilitator explains planning process and expected deliverables. Walkthrough of: Team planning process Planning acceptance criteria Program Board Each team had the same deliverables: An objectives sheet One sheet per sprint for stories One risk sheet for risks and impediments
  • 28. World Café exercise 4 Categories (General CM, Calendaring/Scheduling, Mapping and Routing, Dashboard) (15 minutes per table, 1 hour total)  Validation of input (15-ish minutes) Introduce requirements for JAD session (granted these are from a different group of people)  Dot Voting of Features  Set Critical Path line for each Feature  Dot voting of Categories  Showcase the final output If time permits… Once the product board is complete, start talking about dependencies  What stories “add up” to be a feature?  What stories must be done in what order? Dependencies?
  • 29. Another Project, Another Approach DAY 2  Baseline Plan  Planning Adjustment based on the recreated visuals  Let the team walk around, discuss, add/subtract, etc.  GAP analysis from old JAD session (if you haven’t presented these already)  Identify and validate project risk  ROAMing Risks  Confidence Vote  Team and program votes  Re-plan if necessary  Team Communication Plan  Scheduling Review  Utilize calendars  Demo dates for team, Demo date for stakeholders  Field Test  FR visits back to HQ  Demo Logistics  Dates/times  Video conferencing?  Validate Plan  Identify challenges / concerns
  • 30. Review Prototype  Walk through of current UI prototype  Walk through of possible “dashboards”  Group Discussion  Team exercise?  Add new stories to board… Showcase what the team has come up with… Plan, features, dates, deliverables, etc. Big Visual Indicators:  Product Map FR Features on cards Milestone/Events on Cards  Product vision/objective on a large banner  Calendar in months and years (14, 15) on large print outs  SMART Objectives