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SYSTEM OF DELIVERY
22
GOALS OF GOING AGILE
PREDICTABILITY
Agile tends to focus on adaptability but
predictability is most often cited as the reason
for agile transformation
EARLY ROI
Many organizations struggle with 18 month
delivery cycles. Agile helps your team
accelerate time to market value
INNOVATION
As companies grow sometimes they slow down
and lose the ability to innovate. Agile can help
you get back your competitive edge.
QUALITY
As organizations scale, product quality often
suffers. Agile focuses on quality from
requirements through implementation.
LOWER COSTS
Cost savings are tough to promise, but agile can
help make sure you are only spending money
on the features most likely to generate revenue
PRODUCT FIT
Delivering on time is only important if you are
delivering the right product. Agile can help you
get the feedback you need.
33
AN INTELLIGENT SYSTEM OF
DELIVERY
• Governance is the
way we make
economic
tradeoffs in the
face of
constraints
• They way we
form teams and
foster
collaboration at
all levels of the
organization
• What do we
measure, how do
we baseline
performance and
show
improvement?
METRICS & TOOLSSTRUCTUREGOVERNANCE
44
Scope Risk: “Are we solving the right problem?”
Capacity Risk: “Are we optimizing for predictably delivering the most value?”
Technical Debt: “Does our tech stack enable or hinder our pace of change?”
Dependency Risk: “Are we orchestrating across our dependable solution components?”
Frequency of Validation: “Do we have the ability to complete work frequently enough to
learn as we go and respond to what we are learning?”
TYPES OF RISK INFLUENCING OUR
ABILITY TO DRIVE VALUE
55
GOVERNANCE
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
EP IC
ALIGNMENT
EP IC
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
EP IC
VALIDATIO N
CO MP LETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
Shifting governance from controlling handoffs and accountability to focusing on the flow of value
Focus on shared understanding and value
Design the system of delivery so we see max value
M E A SU RE E F F E C T IV E N E SS
66
ROLES IN BOXES TO COVER RISKS
Portfolio
Teams
Product
Teams
Delivery
Teams
PRODUCT
TEAM
DELIVERY
TEAM
DELIVERY
TEAM
PORTFOLIO
TEAM
• Capability Owner
• Experience Owner
• Program Owner (Business representative in
intake and market adoption)
• Enterprise Architect
• Portfolio Owner
• Financial Analyst
• Product Owner
• Solution Architect
• Test Lead
• Scrum Master
• Business /Systems Analyst
• Delivery Manager
• UI/UX Lead
Delivery Team
• Scrum Master
• Engineering Team
• UX/UI
• BA
• QA
3 T I E R
G O V E R N A N C E :
M A N A G I N G
I N T E R A C T I O N S
88
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
MEASURE EFFECTIVENESS
99
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
MEASURE EFFECTIVENESS
1010
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
MEASURE EFFECTIVENESS
1111
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
MEASURE EFFECTIVENESS
1212
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F1
MEASURE EFFECTIVENESS
1313
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
MEASURE EFFECTIVENESS
1414
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1
MEASURE EFFECTIVENESS
1515
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
1616
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
1717
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
1818
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
1919
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2020
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2121
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2222
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2323
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2424
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
MEASURE EFFECTIVENESS
2525
MEASURE EFFECTIVENESS
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
2626
MEASURE EFFECTIVENESS
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
2727
MEASURE EFFECTIVENESS
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
E1
F3 F1F2
S1S2S3
2828
Scope Risk: “Are we solving the right problem?”
Capacity Risk: “Are we optimizing for predictably delivering the most value?”
Technical Debt: “Does our tech stack enable or hinder our pace of change?”
Dependency Risk: “Are we orchestrating across our dependable solution components?”
Frequency of Validation: “Do we have the ability to complete work frequently enough to
learn as we go and respond to what we are learning?”
TYPES OF RISK INFLUENCING OUR
ABILITY TO DRIVE VALUE
29
SCOPE MANAGEMENT
PORTFOLIO
TEAM
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
P O RTF O LIO
ALIGNMENT
P O RTF O LIO
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
P O RTF O LIO
VALIDATIO N
CO MP LETED
PRODUCT
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
4
9 a
1 7
21
6
1 8
7
1 1
1. Market Segmentation
2. Bowman Clock
3. Capability Model
4. Opportunity Canvas
5. Value Lever Model
6. Impact Map
7. Customer Journey
8. Product Roadmap
9. Epic Brief (a-intent, b-solution)
10. Cost of Delay
11. Stakeholder analysis diagram
12. Epic Roadmap
13. Uncertainty Roadmap
14. Formalized Outcome Hypothesis X
1 5
1 11 6
Create, Update, or
Apply at this step
9 b
21
5
7
1 51 3
1 51 5
1 0
7
1 1
1 31 4
15. Personas & Empathy Map
16. Formalized Solution Hypothesis
17. Feature Brief
18. Story Map
19. Feature Release Plan
20. Kano Analysis
21. User Story
22. Evaluative Research
1 2
1 2
1 9
8
22
22
221 5
3
20
2020
M E A SU RE E F F E C T IV E N E SS
3030
CAPACITY RISK
“Are we optimizing for predictably delivering the most value?”
The risk related to our ability to deliver based on the capacity of our system of delivery.
3131
LIMIT WIP
THE AIRPLANE GAME
Station 1 Station 2 Station 3 Station 4
Round 1
3232
LIMIT WIP
THE AIRPLANE GAME
Station 1 Station 2 Station 3 Station 4
Round 2
3333
LIMIT WIP
THE AIRPLANE GAME
Station 1 Station 2 Station 3 Station 4
Round 3
3434
LIMIT WIP
THE AIRPLANE GAME
Station 1 Station 2 Station 3 Station 4
Round 4
3535
LIMIT WIP THE AIRPLANE GAME
Station 1 Station 2 Station 3 Station 4
• The next airplane will be in process a long time
• Cycle time (time to finish the next plane)
expands linearly – or we have to expedite
• Work isn’t getting finished faster by starting it
earlier
• It isn’t fun to be at station 3
3636
LIMIT WIP TO MAKE WORK FLOW
Station 1 Station 2 Station 3 Station 4
• Balance Capacity and Demand
• Don’t starve the constraint – but there is no
benefit to moving faster than the constraint
• Balancing work-in-process against capacity is
best performed by a pull basis - empirical
process control
3737
LIMIT WIP
A B C
Equally important – all roughly the same size
3
periods
3
periods
3
periods
3838
A B C
LIMIT WIP
To optimize our “resources” – we slice resources to
work part time on multiple projects
Period
of
Time
3
periods
3
periods
3
periods
3939
A B C
1 2 3 4 5 6 7 8 9
LIMIT WIP
We finally deliver in period 9
4040
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
LIMIT WIP
4141
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
LIMIT WIP
4242
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
Defer commitment until we have finished the prior increment.
LIMIT WIP
4343
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
Defer commitment until
we have finished
increment A
4444
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
Defer commitment until
we have finished
increment B
4545
A B C
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
Increment C delivers at the
same time as the previous
approach
4646
A B C
1 2 3 4 5 6 7 8 9 10 11 12
1 2 3 4 5 6 7 8 9 10 11 12
Impact of task switching
and increased coordination
4747
A 1
1 2 3 4 5 6 7 8 9
Options to “Trim the Tail”
and release sooner than
planned
4848
1 2 3 4 5 6 7 8 9
Insert a high priority
concern without
disrupting value creation
DA 1
4949
B C
1 2 3 4 5 6 7 8 9
Return to lower priority
features after other
initiatives are complete
D A 2A 1
5050
CAPACITY AND FLOW FEEDBACK
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
EP IC
ALIGNMENT
EP IC
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
EP IC
VALIDATIO N
CO MP LETED
PORTFOLIO
TEAM
PROGRAM
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
Past performance for delivering work,
is the best indicator for future
predictability.
M E A SU RE E F F E C T IV E N E SS
5151
PRODUCT
TEAMS
PORTFOLIO
TEAMS
DELIVERY
TEAMS
Scr um
Kanban
Kanban
Backlog Size
Velocity
Burndown
Escaped Defects
Commit %
Acceptance % Ratio
Scope Change
Lead Time / Cycle Time
Time in Queue
Features Blocked
Rework/Defects
Lead Time / Cycle Time
Time in Queue
Time/Cost/Scope/Value
ROI/Capitalization
CAPACITY AND FLOW METRICS
5252
TECHNICAL DEBT AND DISCOVERY
“Does our tech stack enable or hinder our pace of change?”
The risk related to the decisions of the past that has led to the current solution
landscape and the ability for the solution landscape to match the ambition of
movement going forward.
5353
TECHNICAL DEBT
5454
TECHNICAL DEBT AND DISCOVERY
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
EP IC
ALIGNMENT
EP IC
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
EP IC
VALIDATIO N
CO MP LETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
Technical architecture is a critical
aspect of defining investments in
relation to the scope ambition and
additional debt is registered.
M E A SU RE E F F E C T IV E N E SS
5555
DEPENDENCY RISK
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
EP IC
ALIGNMENT
EP IC
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
EP IC
VALIDATIO N
CO MP LETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
By having a clearly defined value item (epic) we
understand dependencies by mapping all
required features to the value item. As the value
items become more precise so does our
understanding of dependencies.
M E A SU RE E F F E C T IV E N E SS
5656
Integration
Regression
Performance
Standards
Compliance
UAT
Exploratory
Usability
Usage
Stakeholder Impact
Vendor Acceptance
Unit
Data Formats
API’s
Compatibility
Load
Penetration
Smoke
Legal & Compliance
BeforeCode
Business
Technology
Critique
Development
Critiquethe
Product
A
B
C D
E
TESTING STRATEGY
5757
TESTING STRUCTURE & FEEDBACK
MAKE
READY
STO RY READY IN P RO GRESS
STO RY
DO NE
STO RY
ACCEP TED
EP IC
ALIGNMENT
EP IC
P RIO RITIZATIO N
SO LUTIO N
VALIDATIO N
RELEASE
TARGETING
IN P RO GRESS
EP IC
VALIDATIO N
CO MP LETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D
D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y
F EATURE
DEF INITIO N
STO RY MAP P ING
RELEASE
P LANNING
IN P RO GRESS
INTEGRATIO N
VALIDATIO N
F EATURE
DEP LO YMENT
F EATURE
CO MP LETED
INTAKE
INVESTMENT
DECISIO N
INVESTMENT
TARGETING
IN P RO GRESS
INITIATIVE
VALIDATIO N
CO MP LETED
IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS
INVESTMENT
I n i t i a t i v e | K a n b a n
E p i c | K a n b a n
F e a t u r e | K a n b a n
S t o r y | S c r u m
A
A
D E
B
C D
M E A SU RE E F F E C T IV E N E SS
5858
PORTFOLIO
ALIGNMENT
MAKE
READY
STORY READY IN PROGRESS
STORY
DONE
STORY
ACCEPTED
PORTFOLIO
PRIORITIZATION
SOLUTION
DEFINITION
RELEASE
TARGETING
IN PROGRESS
EPIC
VALIDATION
COMPLETED
PORTFOLIO
TEAM
PRODUCT
TEAM
DELIVERY
TEAM
STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS
DEMAND PLANNING EXECUTION & ACCOUNTABILITY
SOLUTION
DESIGN
RELEASE
PLANNING
FEATURE
READY
IN PROGRESS
FEATURE
VALIDATION
FEATURE
COMPLETED
INTAKE
Epic | Kanban
Feature | Kanban
Story | Scrum
MEASURE EFFECTIVENESS

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System of Delivery: An Intro to Our Governance Model

  • 2. 22 GOALS OF GOING AGILE PREDICTABILITY Agile tends to focus on adaptability but predictability is most often cited as the reason for agile transformation EARLY ROI Many organizations struggle with 18 month delivery cycles. Agile helps your team accelerate time to market value INNOVATION As companies grow sometimes they slow down and lose the ability to innovate. Agile can help you get back your competitive edge. QUALITY As organizations scale, product quality often suffers. Agile focuses on quality from requirements through implementation. LOWER COSTS Cost savings are tough to promise, but agile can help make sure you are only spending money on the features most likely to generate revenue PRODUCT FIT Delivering on time is only important if you are delivering the right product. Agile can help you get the feedback you need.
  • 3. 33 AN INTELLIGENT SYSTEM OF DELIVERY • Governance is the way we make economic tradeoffs in the face of constraints • They way we form teams and foster collaboration at all levels of the organization • What do we measure, how do we baseline performance and show improvement? METRICS & TOOLSSTRUCTUREGOVERNANCE
  • 4. 44 Scope Risk: “Are we solving the right problem?” Capacity Risk: “Are we optimizing for predictably delivering the most value?” Technical Debt: “Does our tech stack enable or hinder our pace of change?” Dependency Risk: “Are we orchestrating across our dependable solution components?” Frequency of Validation: “Do we have the ability to complete work frequently enough to learn as we go and respond to what we are learning?” TYPES OF RISK INFLUENCING OUR ABILITY TO DRIVE VALUE
  • 5. 55 GOVERNANCE MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED EP IC ALIGNMENT EP IC P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS EP IC VALIDATIO N CO MP LETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m Shifting governance from controlling handoffs and accountability to focusing on the flow of value Focus on shared understanding and value Design the system of delivery so we see max value M E A SU RE E F F E C T IV E N E SS
  • 6. 66 ROLES IN BOXES TO COVER RISKS Portfolio Teams Product Teams Delivery Teams PRODUCT TEAM DELIVERY TEAM DELIVERY TEAM PORTFOLIO TEAM • Capability Owner • Experience Owner • Program Owner (Business representative in intake and market adoption) • Enterprise Architect • Portfolio Owner • Financial Analyst • Product Owner • Solution Architect • Test Lead • Scrum Master • Business /Systems Analyst • Delivery Manager • UI/UX Lead Delivery Team • Scrum Master • Engineering Team • UX/UI • BA • QA
  • 7. 3 T I E R G O V E R N A N C E : M A N A G I N G I N T E R A C T I O N S
  • 8. 88 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum MEASURE EFFECTIVENESS
  • 9. 99 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 MEASURE EFFECTIVENESS
  • 10. 1010 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 MEASURE EFFECTIVENESS
  • 11. 1111 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 MEASURE EFFECTIVENESS
  • 12. 1212 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F1 MEASURE EFFECTIVENESS
  • 13. 1313 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 MEASURE EFFECTIVENESS
  • 14. 1414 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1 MEASURE EFFECTIVENESS
  • 15. 1515 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 16. 1616 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 17. 1717 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 18. 1818 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 19. 1919 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 20. 2020 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 21. 2121 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 22. 2222 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 23. 2323 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 24. 2424 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3 MEASURE EFFECTIVENESS
  • 25. 2525 MEASURE EFFECTIVENESS PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3
  • 26. 2626 MEASURE EFFECTIVENESS PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3
  • 27. 2727 MEASURE EFFECTIVENESS PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum E1 F3 F1F2 S1S2S3
  • 28. 2828 Scope Risk: “Are we solving the right problem?” Capacity Risk: “Are we optimizing for predictably delivering the most value?” Technical Debt: “Does our tech stack enable or hinder our pace of change?” Dependency Risk: “Are we orchestrating across our dependable solution components?” Frequency of Validation: “Do we have the ability to complete work frequently enough to learn as we go and respond to what we are learning?” TYPES OF RISK INFLUENCING OUR ABILITY TO DRIVE VALUE
  • 29. 29 SCOPE MANAGEMENT PORTFOLIO TEAM MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED P O RTF O LIO ALIGNMENT P O RTF O LIO P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS P O RTF O LIO VALIDATIO N CO MP LETED PRODUCT TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m 4 9 a 1 7 21 6 1 8 7 1 1 1. Market Segmentation 2. Bowman Clock 3. Capability Model 4. Opportunity Canvas 5. Value Lever Model 6. Impact Map 7. Customer Journey 8. Product Roadmap 9. Epic Brief (a-intent, b-solution) 10. Cost of Delay 11. Stakeholder analysis diagram 12. Epic Roadmap 13. Uncertainty Roadmap 14. Formalized Outcome Hypothesis X 1 5 1 11 6 Create, Update, or Apply at this step 9 b 21 5 7 1 51 3 1 51 5 1 0 7 1 1 1 31 4 15. Personas & Empathy Map 16. Formalized Solution Hypothesis 17. Feature Brief 18. Story Map 19. Feature Release Plan 20. Kano Analysis 21. User Story 22. Evaluative Research 1 2 1 2 1 9 8 22 22 221 5 3 20 2020 M E A SU RE E F F E C T IV E N E SS
  • 30. 3030 CAPACITY RISK “Are we optimizing for predictably delivering the most value?” The risk related to our ability to deliver based on the capacity of our system of delivery.
  • 31. 3131 LIMIT WIP THE AIRPLANE GAME Station 1 Station 2 Station 3 Station 4 Round 1
  • 32. 3232 LIMIT WIP THE AIRPLANE GAME Station 1 Station 2 Station 3 Station 4 Round 2
  • 33. 3333 LIMIT WIP THE AIRPLANE GAME Station 1 Station 2 Station 3 Station 4 Round 3
  • 34. 3434 LIMIT WIP THE AIRPLANE GAME Station 1 Station 2 Station 3 Station 4 Round 4
  • 35. 3535 LIMIT WIP THE AIRPLANE GAME Station 1 Station 2 Station 3 Station 4 • The next airplane will be in process a long time • Cycle time (time to finish the next plane) expands linearly – or we have to expedite • Work isn’t getting finished faster by starting it earlier • It isn’t fun to be at station 3
  • 36. 3636 LIMIT WIP TO MAKE WORK FLOW Station 1 Station 2 Station 3 Station 4 • Balance Capacity and Demand • Don’t starve the constraint – but there is no benefit to moving faster than the constraint • Balancing work-in-process against capacity is best performed by a pull basis - empirical process control
  • 37. 3737 LIMIT WIP A B C Equally important – all roughly the same size 3 periods 3 periods 3 periods
  • 38. 3838 A B C LIMIT WIP To optimize our “resources” – we slice resources to work part time on multiple projects Period of Time 3 periods 3 periods 3 periods
  • 39. 3939 A B C 1 2 3 4 5 6 7 8 9 LIMIT WIP We finally deliver in period 9
  • 40. 4040 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 LIMIT WIP
  • 41. 4141 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 LIMIT WIP
  • 42. 4242 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 Defer commitment until we have finished the prior increment. LIMIT WIP
  • 43. 4343 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 Defer commitment until we have finished increment A
  • 44. 4444 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 Defer commitment until we have finished increment B
  • 45. 4545 A B C 1 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 Increment C delivers at the same time as the previous approach
  • 46. 4646 A B C 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 Impact of task switching and increased coordination
  • 47. 4747 A 1 1 2 3 4 5 6 7 8 9 Options to “Trim the Tail” and release sooner than planned
  • 48. 4848 1 2 3 4 5 6 7 8 9 Insert a high priority concern without disrupting value creation DA 1
  • 49. 4949 B C 1 2 3 4 5 6 7 8 9 Return to lower priority features after other initiatives are complete D A 2A 1
  • 50. 5050 CAPACITY AND FLOW FEEDBACK MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED EP IC ALIGNMENT EP IC P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS EP IC VALIDATIO N CO MP LETED PORTFOLIO TEAM PROGRAM TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m Past performance for delivering work, is the best indicator for future predictability. M E A SU RE E F F E C T IV E N E SS
  • 51. 5151 PRODUCT TEAMS PORTFOLIO TEAMS DELIVERY TEAMS Scr um Kanban Kanban Backlog Size Velocity Burndown Escaped Defects Commit % Acceptance % Ratio Scope Change Lead Time / Cycle Time Time in Queue Features Blocked Rework/Defects Lead Time / Cycle Time Time in Queue Time/Cost/Scope/Value ROI/Capitalization CAPACITY AND FLOW METRICS
  • 52. 5252 TECHNICAL DEBT AND DISCOVERY “Does our tech stack enable or hinder our pace of change?” The risk related to the decisions of the past that has led to the current solution landscape and the ability for the solution landscape to match the ambition of movement going forward.
  • 54. 5454 TECHNICAL DEBT AND DISCOVERY MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED EP IC ALIGNMENT EP IC P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS EP IC VALIDATIO N CO MP LETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m Technical architecture is a critical aspect of defining investments in relation to the scope ambition and additional debt is registered. M E A SU RE E F F E C T IV E N E SS
  • 55. 5555 DEPENDENCY RISK MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED EP IC ALIGNMENT EP IC P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS EP IC VALIDATIO N CO MP LETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m By having a clearly defined value item (epic) we understand dependencies by mapping all required features to the value item. As the value items become more precise so does our understanding of dependencies. M E A SU RE E F F E C T IV E N E SS
  • 56. 5656 Integration Regression Performance Standards Compliance UAT Exploratory Usability Usage Stakeholder Impact Vendor Acceptance Unit Data Formats API’s Compatibility Load Penetration Smoke Legal & Compliance BeforeCode Business Technology Critique Development Critiquethe Product A B C D E TESTING STRATEGY
  • 57. 5757 TESTING STRUCTURE & FEEDBACK MAKE READY STO RY READY IN P RO GRESS STO RY DO NE STO RY ACCEP TED EP IC ALIGNMENT EP IC P RIO RITIZATIO N SO LUTIO N VALIDATIO N RELEASE TARGETING IN P RO GRESS EP IC VALIDATIO N CO MP LETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM ST RA T E G IC A L IG N M E N T SO L U T IO N V ISIO N D E M A N D P L A N N IN G E X E C U T IO N V A L ID A T IO N A C C E P T E D D E M A N D P L A N N IN G E X E C U T IO N & A C C O U N T A B IL IT Y F EATURE DEF INITIO N STO RY MAP P ING RELEASE P LANNING IN P RO GRESS INTEGRATIO N VALIDATIO N F EATURE DEP LO YMENT F EATURE CO MP LETED INTAKE INVESTMENT DECISIO N INVESTMENT TARGETING IN P RO GRESS INITIATIVE VALIDATIO N CO MP LETED IN IT IA T IV E D E F IN IT IO N IN IT IA T IV E RO A D M A P M E A SU RE A B L E P RO G RE SS INVESTMENT I n i t i a t i v e | K a n b a n E p i c | K a n b a n F e a t u r e | K a n b a n S t o r y | S c r u m A A D E B C D M E A SU RE E F F E C T IV E N E SS
  • 58. 5858 PORTFOLIO ALIGNMENT MAKE READY STORY READY IN PROGRESS STORY DONE STORY ACCEPTED PORTFOLIO PRIORITIZATION SOLUTION DEFINITION RELEASE TARGETING IN PROGRESS EPIC VALIDATION COMPLETED PORTFOLIO TEAM PRODUCT TEAM DELIVERY TEAM STRATEGIC ALIGNMENT SOLUTION VISION DEMAND PLANNING EXECUTION VALIDATION MEASURE EFFECTIVENESS DEMAND PLANNING EXECUTION & ACCOUNTABILITY SOLUTION DESIGN RELEASE PLANNING FEATURE READY IN PROGRESS FEATURE VALIDATION FEATURE COMPLETED INTAKE Epic | Kanban Feature | Kanban Story | Scrum MEASURE EFFECTIVENESS