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Keeping a Healthy Product Backlog Dhaval Panchal, CST and Agile Coach
Dhaval Panchal Certified Scrum Trainer (CST) and Agile coach  Consults with organizations from mid-sized product companies to the Fortune 100 Experience in software development, business and functional analysis, Lean office implementations, organizational change, system architecture, business intelligence, and project management Writes about software development and coaching on his blog(http://dhavalpanchal.gettingagile.com/) Received his B.S. in Engineering University of Mumbai, India
Product Backlog: Point of View Maximize ROI Manage Risk Balance Workload Enhance Value
Project Vision Drives the Features Waterfall Agile The Plan creates cost/schedule estimates The Vision creates feature estimates Constraints Features Schedule Cost Value / Vision Driven Plan Driven Estimates Schedule Cost Features Source: Referenced by Michelle Sliger in “Relating PMBOK Practices to Agile Practices”
It is Impossible to Know All Requirements in Advance It is not possible to completely specify an interactive system. Wegner’s Lemma, 1995 Uncertainty is inherent and inevitable in software development processes and products. Ziv’s Uncertainty Principle, 1996 For a new software system the requirements will not be completely known until after the users have used it. Humphrey’s Requirements Uncertainty Principle
What Emerges? It is impossible to know all requirements in advance “Thinking harder” and “thinking longer” can uncover some requirements, but Emergent requirements are those our users cannot identify in advance Every project has some emergent requirements
Features / Functions Used in a Typical System ,[object Object]
Must be designed, built, and maintained
Don’t get used; provide no value*Standish Group Study Reported in 2000 Chaos Report. Don’t Build What Won’t Be Used
What is Product Ownership? Agile View of Product Management Identify partial concepts Assess Source: “User Stories Applied” and “Agile Estimating and Planning,” by Mike Cohn
Core Vision Business Drives Development ,[object Object]
Builds a closer relationship between business and technologists.
Maintaining a healthy backlog is key to supporting business needs.,[object Object]
Challenges to Healthy Backlog Multiple lists of work Bugs to fix Product Features Unfinished Product Technical Backlog
Challenges: Multiple Backlogs ,[object Object],Potentially-Shippable Product Increment Product Backlog
Challenges: Multiple backlogs Single prioritized list Product Owner Sales “Bugs List” Biz Analysts Etc… Stakeholders Architect IT Ops Product Features Customer Service Product Definition Group Product Backlog Technical Backlog
Challenges to healthy backlog No stack-ranked prioritized list Possible Causes: ,[object Object]
Cannot get agreement on priority orderFeatures Bugs Technical Items VS VS
Challenges: Relative Priority As a <<user>> I want to <<goal>> so that I can know when to expect my package As a <<user>> I want to <<goal>> so that customer service receives 20 fewer calls each day As a <<user>> I want to <<goal>> so that 10K concurrent user requests are handled  ,[object Object],	Express each item in terms of business value; aka User Story Features Technical Items Bugs VS VS
Source: “User Stories Applied” and “Agile Estimating and Planning,” by Mike Cohn Challenges: Relative Priority Factors in Prioritization Business value Primary determinant Ask “how much would this benefit the business,” or “how much bang for my buck?” …don’t overlook a few other factors Risk reduction Change in relative cost Learning / uncertainty Where these come into play, items on the Product Backlog may need a boost in priority
Dot Voting Technique	 Place all User Story cards on a wall Give 4 to 5 sticky dots to each participant Ask each participant to vote for their highest priority items. Each person can place more than one dot on a single item. Dotted cards have higher priority than non-dotted cards, move them to separate wall. Order backlog with most number of dots to least (1st Pass) Go to 2 – Until all items are prioritized Relative Priority: Getting Agreement 1st Pass Lower Priority Highest Priority
Product Owner Owns Product Backlog “Collectively, the developers have a sequence in which they would like to implement the features,  as will the customer.   When there is a disagreement to the sequence,  the customer wins. Every time. However, customers cannot prioritize without some information from the development team, it is up to the development team to provide information (assumptions, constraints, alternatives) to the customer in order to help her prioritize the features.” Mike Cohn, User Stories Applied Source: “User Stories Applied” by Mike Cohn
Challenges to Healthy Backlog Possible Causes Bugs or unfinished tasks during sprint Over-specification Too many backlog items
Challenges: Bugs/Unfinished Tasks As a <<user>> I want to <<goal>> so that I can know when to expect my package If part of a story is not done, then the entire story is not done Re-prioritize entire story Product Backlog Add bugs and incomplete tasks
Challenges: Over Specification Converting requirements docs/use cases into backlog items line-for-line makes a very large backlog.  Impossible to specify a system in its entirety.
Challenges: Over Specification Business Analyst’s Job Traditional Agile Create Understanding Create Documents
Challenges: Over Specification Game of asteroids  http://www.agileiq.org/2009/05/29/asteroids/
Challenges to Healthy Backlog Backlog not ready for team Possible Causes Difficulty splitting larger user stories Not enough information to begin development
User Story Splitting “Smells” Split along process lines Design, code, test, document Split across architecture lines Database, Business Tier, UI “Big picture” of the original story is lost Individual stories no longer have clear customer value
How to Split Stories Data boundaries Just show the record ID, don’t link systems yet Operational boundaries Implement “Read”, then “Create/Delete” Exceptions and Error handling Do the “happy path” first Removing cross-cutting concerns Establish end-to-end with dummy data Stub out complexity
Special-Purpose Story Types SPIKE ,[object Object]
Indicator: Unable to estimate a user story effectivelyRESEARCH ,[object Object]
Indicator: Don’t know a potential solutionTRACER BULLET ,[object Object]
Indicator: User story is too large, hard to estimate,[object Object]
Grooming for Backlog Readiness Product Backlog items must be understandable by both the team and the Product Owner Team invests 5-10% of their capacity working with the Product Owner to prepare for the next Sprint A suggested approach Meet about 2-days before end of Sprint PO has about 1.5x the number of stack-ranked stories Acceptance Criteria are adjusted and agreed on Team estimates Split stories Re-Prioritize

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Keeping Product Backlog Healthy

  • 1. Keeping a Healthy Product Backlog Dhaval Panchal, CST and Agile Coach
  • 2. Dhaval Panchal Certified Scrum Trainer (CST) and Agile coach Consults with organizations from mid-sized product companies to the Fortune 100 Experience in software development, business and functional analysis, Lean office implementations, organizational change, system architecture, business intelligence, and project management Writes about software development and coaching on his blog(http://dhavalpanchal.gettingagile.com/) Received his B.S. in Engineering University of Mumbai, India
  • 3. Product Backlog: Point of View Maximize ROI Manage Risk Balance Workload Enhance Value
  • 4. Project Vision Drives the Features Waterfall Agile The Plan creates cost/schedule estimates The Vision creates feature estimates Constraints Features Schedule Cost Value / Vision Driven Plan Driven Estimates Schedule Cost Features Source: Referenced by Michelle Sliger in “Relating PMBOK Practices to Agile Practices”
  • 5. It is Impossible to Know All Requirements in Advance It is not possible to completely specify an interactive system. Wegner’s Lemma, 1995 Uncertainty is inherent and inevitable in software development processes and products. Ziv’s Uncertainty Principle, 1996 For a new software system the requirements will not be completely known until after the users have used it. Humphrey’s Requirements Uncertainty Principle
  • 6. What Emerges? It is impossible to know all requirements in advance “Thinking harder” and “thinking longer” can uncover some requirements, but Emergent requirements are those our users cannot identify in advance Every project has some emergent requirements
  • 7.
  • 8. Must be designed, built, and maintained
  • 9. Don’t get used; provide no value*Standish Group Study Reported in 2000 Chaos Report. Don’t Build What Won’t Be Used
  • 10. What is Product Ownership? Agile View of Product Management Identify partial concepts Assess Source: “User Stories Applied” and “Agile Estimating and Planning,” by Mike Cohn
  • 11.
  • 12. Builds a closer relationship between business and technologists.
  • 13.
  • 14. Challenges to Healthy Backlog Multiple lists of work Bugs to fix Product Features Unfinished Product Technical Backlog
  • 15.
  • 16. Challenges: Multiple backlogs Single prioritized list Product Owner Sales “Bugs List” Biz Analysts Etc… Stakeholders Architect IT Ops Product Features Customer Service Product Definition Group Product Backlog Technical Backlog
  • 17.
  • 18. Cannot get agreement on priority orderFeatures Bugs Technical Items VS VS
  • 19.
  • 20. Source: “User Stories Applied” and “Agile Estimating and Planning,” by Mike Cohn Challenges: Relative Priority Factors in Prioritization Business value Primary determinant Ask “how much would this benefit the business,” or “how much bang for my buck?” …don’t overlook a few other factors Risk reduction Change in relative cost Learning / uncertainty Where these come into play, items on the Product Backlog may need a boost in priority
  • 21. Dot Voting Technique Place all User Story cards on a wall Give 4 to 5 sticky dots to each participant Ask each participant to vote for their highest priority items. Each person can place more than one dot on a single item. Dotted cards have higher priority than non-dotted cards, move them to separate wall. Order backlog with most number of dots to least (1st Pass) Go to 2 – Until all items are prioritized Relative Priority: Getting Agreement 1st Pass Lower Priority Highest Priority
  • 22. Product Owner Owns Product Backlog “Collectively, the developers have a sequence in which they would like to implement the features, as will the customer. When there is a disagreement to the sequence, the customer wins. Every time. However, customers cannot prioritize without some information from the development team, it is up to the development team to provide information (assumptions, constraints, alternatives) to the customer in order to help her prioritize the features.” Mike Cohn, User Stories Applied Source: “User Stories Applied” by Mike Cohn
  • 23. Challenges to Healthy Backlog Possible Causes Bugs or unfinished tasks during sprint Over-specification Too many backlog items
  • 24. Challenges: Bugs/Unfinished Tasks As a <<user>> I want to <<goal>> so that I can know when to expect my package If part of a story is not done, then the entire story is not done Re-prioritize entire story Product Backlog Add bugs and incomplete tasks
  • 25. Challenges: Over Specification Converting requirements docs/use cases into backlog items line-for-line makes a very large backlog. Impossible to specify a system in its entirety.
  • 26. Challenges: Over Specification Business Analyst’s Job Traditional Agile Create Understanding Create Documents
  • 27. Challenges: Over Specification Game of asteroids http://www.agileiq.org/2009/05/29/asteroids/
  • 28. Challenges to Healthy Backlog Backlog not ready for team Possible Causes Difficulty splitting larger user stories Not enough information to begin development
  • 29. User Story Splitting “Smells” Split along process lines Design, code, test, document Split across architecture lines Database, Business Tier, UI “Big picture” of the original story is lost Individual stories no longer have clear customer value
  • 30. How to Split Stories Data boundaries Just show the record ID, don’t link systems yet Operational boundaries Implement “Read”, then “Create/Delete” Exceptions and Error handling Do the “happy path” first Removing cross-cutting concerns Establish end-to-end with dummy data Stub out complexity
  • 31.
  • 32.
  • 33.
  • 34.
  • 35. Grooming for Backlog Readiness Product Backlog items must be understandable by both the team and the Product Owner Team invests 5-10% of their capacity working with the Product Owner to prepare for the next Sprint A suggested approach Meet about 2-days before end of Sprint PO has about 1.5x the number of stack-ranked stories Acceptance Criteria are adjusted and agreed on Team estimates Split stories Re-Prioritize
  • 36. Summary: Healthy Backlog Have a single product backlog Stack-ranked prioritized list Use User Stories to compare by business value Product Owner has final say on priority Keep the Product Backlog reasonably sized Put unfinished Stories back on the backlog Don’t over-specify low-priority items Groom the backlog before Sprint Planning Split large user stories along business value lines Stories must have acceptance criteria
  • 37. Founded: 1979 Employees: 250+ Headquarters: Redmond, WA Full range of technology consulting services, from Agile training and consulting to software development and talent acquisition Leading provider of Scrum Certification Training
  • 38. Agile Services at Every Stage
  • 40. Upcoming SolutionsIQ Webinars Presented by VersionOne Soon AgilePortfolio Metrics: A Dashboard for Executives Soon Strategies for Maximizing Agile Portfolio Value
  • 41. Thank You Following this presentation, participants will receive an email with links to a recording and copies of today’s slides For more on SolutionsIQ www.SolutionsIQ.com info@SolutionsIQ.com +1(800)235-4091

Editor's Notes

  1. “Data boundaries” – if you’re trying to pull data in from a second system, where the data is associated by a record number, don’t try to make the data show up in your product for the first release. Just show the record number, which the human user can then enter into the second system to retrieve the data. Now you have:Proof that you can retrieve the correct recordActual business value, because the user can more easily find the desired recordA natural upgrade path for the feature in a future release.