Prioritization 301 - Advanced Roadmapping Class, Bruce McCarthy

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Veteran Product Person Bruce McCarthy's funny and insightful presentation on how to make fanboys out of all your stakeholders by using objective criteria to prioritize your requirements and drive …

Veteran Product Person Bruce McCarthy's funny and insightful presentation on how to make fanboys out of all your stakeholders by using objective criteria to prioritize your requirements and drive consensus.

As seen at ProductCamp Boston, June 2012.

Visit www.reqqs.com/resources for a Scorecard template in Excel and information on Reqqs - The Smart Roadmap Tool for Product People.

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  • Regarding slide 31, the fundamental problem with this approach is that generally, more value => more cost, therefore most things line up along the diagonal of your chart, NOT In the upper right quadrant. Otherwise I agree with the approach - no method is perfect, but this is the best of all the imperfect ones.
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  • I’m Bruce McCarthy, CPP of Reqqs - the smart roadmap tool for product people. I’ve been in product management for 16 years at companies like iMarket (bought by Dun & Bradstreet) and ATG (bought by Oracle). My day job currently is VP of Product at NetProspex in Waltham. \n\nI’m here to talk about how to do prioritization in an objective and collaborative way so that you can get the buy-in you need to put together a roadmap that will stick. This is the advanced class because you guys are well beyond the basics of H-M-L.\n\nI developed this methodology over time in various jobs. I’ve seen it work over and over again where gut instinct or endless meetings fail. In talking with other product people, I’ve found the good ones usually develop something similar. I’ve really just tried to standardize it and genericize it a bit so everyone can benefit.\n
  • In today’s agile world, do roadmaps still matter? Aren’t we allowed to change direction after each sprint? Actually, I think roadmaps are needed even more in an agile world. Yes, you can correct course after each sprint, but you should be correcting course toward something - toward a vision of where you want your product or your company to be in a year or 2 or 3. You need to stake out that vision and then you need to work out what you think is the best path to get there. That’s your roadmap.\n
  • Your roadmap is also a shield against the constant onslaught of potentially diverting requests from all quarters.\n
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  • This is my favorite - actually heard - CEO quote.\n
  • Your roadmap isn’t much of a shield unless you have buy-in from your stakeholders on it. Before you can get that, though, you need priorities. To set priorities you need ideas, and you need goals to test those ideas against. I want to talk about priorities first because your roadmap is really a reflection - a timeline view - of your priorities.\n
  • Your roadmap isn’t much of a shield unless you have buy-in from your stakeholders on it. Before you can get that, though, you need priorities. To set priorities you need ideas, and you need goals to test those ideas against. I want to talk about priorities first because your roadmap is really a reflection - a timeline view - of your priorities.\n
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  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • The PM’s gut is near and dear to my heart, of course, but it can only take you so far. Sooner or later you need data. Even more, though, you need consensus from all of these stakeholders.\n
  • There is a better way.\n
  • A simple equation. It’s really the familiar ROI calculation. Effort is the investment you make to generate value in return. The items in your backlog that have the highest ROI are the ones you should do first, right?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • Analysts and some requirements tools like to plot value vs. effort on the classic 2x2 grid. You do the things that fall in the upper right quadrant, right? That works fine when you have 5 or 10 things to prioritize, but most of us are dealing with hundreds. How do you figure out which is closest to the corner here? And don’t most of us have several projects running in parallel?\n
  • \n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
  • Your goals usually come down from your CEO or your executive team. Strategic goals help you prioritize projects. More tactical goals are what gets your project approved. Revenue is nearly always on the list. \n\nA tip for when your CEO asks what you are doing that’s “transformative” or “paradigm-shifting” is to think of it as things that won’t generate significant revenue this year but have a chance to grow it a lot in future years by entering new markets or serving new needs.\n\nI’ve never been able to get away without including some kind of “coolness” or “buzz factor” goal for anything but internal projects. If you skip that, someone always complains that we’re not taking into account that we need to generate excitement in the market to be successful.\n
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  • Removing the QA step to ship early means negative numbers for quality (V2)\n
  • Removing the QA step to ship early means negative numbers for quality (V2)\n
  • Removing the QA step to ship early means negative numbers for quality (V2)\n
  • Removing the QA step to ship early means negative numbers for quality (V2)\n
  • No. Maybe halfway.\n
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  • Henry Kissinger was Nixon’s Secretary of State and famously settled things down in the Middle East after the 1967 war using shuttle diplomacy.\n
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  • A long-time PM of a company I had just joined saw the way this methodology drove consensus among his executive team as “magical.”\n
  • A PM I met recently told me he had a friend who developed a spreadsheet like this but could not get buy-in on it. Turns out he made two critical mistakes. First, he had about 20 different goals he scored everything against and so couldn’t get anyone to review it with him. Second, he insisted the team adopt the spreadsheet’s recommendations exactly without further discussion.\n
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Transcript

  • 1. Prioritization 301 Advanced Roadmapping Class Bruce McCarthy Chief Product Person, Reqqs bruce@reqqs.com www.reqqs.com @d8a_driven
  • 2. Why roadmaps matter
  • 3. R
  • 4. “Did [Previous PM] send you his spreadsheet of [5 trillion un- prioritized] feature requests?” - VP Product Management
  • 5. “We need this to close[big deal] this quarter!” - Key Sales Person
  • 6. “37% of our Support calls are about [oldest, hairiest part of the code]. Can’t we fix it?” - Support Manager
  • 7. “[Shiny tech thing] will make[your top priority] much easier!” - Tech Lead
  • 8. “[Previously irrelevant competitor]just shipped [shiny feature]. How are we going to leapfrog them?” - VP Marketing
  • 9. “We gotta drop everything and work on [meaningless buzzword]. It’s gonna be huge!” - VP Sales
  • 10. “If you don’t support [obscureplatform] I can’t buy your stuff.” - Key Customer CTO
  • 11. “Why would anybody schedule [easyfeature] before [hard feature]? Who approved that [expletive] idea?” - CEO
  • 12. “What’s your business case for [CEO’s pet project]? When do we make money?” - CFO
  • 13. “You can’t add work withoutsubtracting something? What, is your whole team lazy?” - CEO
  • 14. Roadmap Process1. Set Goals2. Collect Ideas3. Set Priorities4. Get Buy-in5. Define Releases6. Communicate Roadmap7. Build Product8. Launch Product9. Repeat
  • 15. Roadmap Process1. Set Goals2. Collect Ideas Today’s3. Set Priorities focus4. Get Buy-in5. Define Releases6. Communicate Roadmap7. Build Product8. Launch Product9. Repeat
  • 16. Prioritization
  • 17. PrioritizationImportant Basis of your roadmap Can determine success Inspires confidence Grooms your backlog Key PM skill
  • 18. PrioritizationImportant Hard Basis of your roadmap Big backlogs Can determine success Competing goals Inspires confidence Multiple stakeholders Grooms your backlog Vocal customers Key PM skill Dependencies Risks
  • 19. Methods I Don’t Recommend
  • 20. Methods I Don’t Recommend
  • 21. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy
  • 22. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy CEO How to build a buzzword
  • 23. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy CEO How to build a buzzword Sales How to never finish anything (and lose your devs)
  • 24. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy CEO How to build a buzzword Sales How to never finish anything (and lose your devs) PM How long can you tread water?
  • 25. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy CEO How to build a buzzword Sales How to never finish anything (and lose your devs) PM How long can you tread water?Customer How to stop growing
  • 26. Methods I Don’t RecommendEngineer How to build the perfect solution no one will buy CEO How to build a buzzword Sales How to never finish anything (and lose your devs) PM How long can you tread water?Customer How to stop growingAnalyst How to miss the market window
  • 27. Math makes (almost) everything better
  • 28. Value / Effort = Priority
  • 29. HighValue Low High Low Effort
  • 30. HighValue Low High Low Effort
  • 31. Value / Effort = Priority Value = Expected Contribution to Defined Goals
  • 32. Typical Goals
  • 33. Typical GoalsGrow the user base
  • 34. Typical GoalsGrow the user baseIncrease customer satisfaction
  • 35. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performance
  • 36. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performanceIncrease referrals
  • 37. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performanceIncrease referralsValidated learning
  • 38. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performanceIncrease referralsValidated learningIncrease revenue this year
  • 39. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performanceIncrease referralsValidated learningIncrease revenue this yearTransformation (revenue in future years)
  • 40. Typical GoalsGrow the user baseIncrease customer satisfactionImprove performanceIncrease referralsValidated learningIncrease revenue this yearTransformation (revenue in future years)Generate buzz
  • 41. Value / Effort = Priority
  • 42. Value / Effort = Priority Value = V1+V2+V3...
  • 43. Value / Effort = Priority
  • 44. Value / Effort = Priority (V1+V2+V3) / (E1+E2) x Certainty = P
  • 45. Contribution
  • 46. ContributionExact numbers
  • 47. ContributionExact numbers
  • 48. ContributionExact numbers1-10
  • 49. ContributionExact numbers1-101-100
  • 50. ContributionExact numbers1-101-100Fibonacci
  • 51. ContributionExact numbers1-101-100Fibonacci1 to 5 stars
  • 52. ContributionExact numbers1-101-100Fibonacci1 to 5 stars0,1,2
  • 53. ContributionExact numbers1-101-100Fibonacci1 to 5 stars0,1,2
  • 54. Feature V1 V2 E Raw C Score A 1 1 2 1 75% 0.75 B 1 0 2 0.5 90% 0.45 C 2 -1 1 1 40% 0.4
  • 55. (V1+V2)/E = RawFeature V1 V2 E Raw C Score A 1 1 2 1 75% 0.75 B 1 0 2 0.5 90% 0.45 C 2 -1 1 1 40% 0.4
  • 56. Feature V1 V2 E Raw C Score A 1 1 2 1 75% 0.75 B 1 0 2 0.5 90% 0.45 C 2 -1 1 1 40% 0.4
  • 57. (V1+V2)/E x C = ScoreFeature V1 V2 E Raw C Score A 1 1 2 1 75% 0.75 B 1 0 2 0.5 90% 0.45 C 2 -1 1 1 40% 0.4
  • 58. Feature V1 V2 E Raw C Score A 1 1 2 1 75% 0.75 B 1 0 2 0.5 90% 0.45 C 2 -1 1 1 40% 0.4
  • 59. Are We There Yet?
  • 60. Roadmap Process1. Set Goals2. Collect Ideas3. Set Priorities4. Get Buy-in5. Define Releases6. Communicate Roadmap7. Build Product8. Launch Product9. Repeat
  • 61. Roadmap Process1. Set Goals2. Collect Ideas3. Set Priorities w/o this, you4. Get Buy-in are f***ed5. Define Releases6. Communicate Roadmap7. Build Product8. Launch Product9. Repeat
  • 62. Shuttle Diplomacy “I’ve got a draft set ofpriorities. Would you help me refine it?”
  • 63. Collaboration“I’ll present our prioritiesto the executive team on Friday”
  • 64. Feature V1 V2 E Raw C Score  1 1 2 1 75% 0.75 ? 1 0 2 0.5 90% 0.45  2 -1 1 1 40% 0.4
  • 65. Use Tools(Don’t let them use you.)
  • 66. Discussion
  • 67. For Slides & Excel Template Bruce McCarthy Chief Product Person, Reqqs bruce@reqqs.com www.reqqs.com/resources @d8a_driven