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A Conversation About
                       Agile Product Roadmaps

                                   Presented to BayAPL...
Tonight's Flow

• I talk about me
• I talk about Enthiosys
• I talk about gifts for you
• We talk about product roadmaps
•...
Scott Gilbert

• President of Enthiosys and Agile practice lead
   –    Satisfy customers, Manage partnerships, Run the of...
Enthiosys Overview

                                             Just the Basics




© 2009, Enthiosys Inc. All rights res...
Enthiosys, Inc.

• An Agile product management consulting firm
  founded in 2003 by Luke Hohmann.


• We help clients achi...
A Set of Services

               continuous customer collaboration to understand complex
               markets and provi...
Designed for Business Agility




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
         ...
Enthiosys Team

• 20 F/T and P/T consultants
   –    Luke Hohmann, Founder/CEO
   –    Scott Gilbert, President
   –    Ri...
Our Experience Covers…

• Software solutions including single user,
  enterprise, infrastructure, consumer, web
• Hardware...
Engagement Types

• Collaboration
   – We jointly define goal, creating results with client
• Projects
   – Customer defin...
Selected Clients




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
                      ...
Gifts for You

                         Cesar will distribute at the end




© 2009, Enthiosys Inc. All rights reserved. w...
The Gifts

• Left over P-Camp Schwag
• The old book
• The practical book
• The fun book
• The new book
• The good book



...
Agile Product Roadmaps

                                      Let’s Talk About Em’




© 2009, Enthiosys Inc. All rights r...
Agile Planning Is…

• About participating in the infinite game
• Top down, bottoms up and continuous
• Emergent yet determ...
Planning Time Horizons

                                                       Strategy                    5+ Years


 Exe...
Connects to and Correlates with
the Backlog

                                                             Sprint
         ...
Roadmaps are Scary

• Forces you to articulate what
  you are not going to build

• Makes you commit to an
  uncertain fut...
Benefits of a Roadmap

• Roadmaps can identify and clarify both the
  tactical and strategic intent of your product
• Inte...
Typically See Feature Wish Lists

June 09                    Sept 09                     Dec 09                     Mar 10...
Typical Roadmap Failures

• No visible logic
• Created unilaterally
   – Lack of buy-in
   – Poor technical and market inp...
A Roadmap Should Be…

• A living internal planning document designed to
  answer strategic questions such as:
   –    Who ...
A Simple Template
                                       Q1                          Q2                  Q3         Q4

 A...
Build it Iteratively

                                                           Features &
                              ...
Look for A Release Window




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
             ...
A More Complex Template
                                       Q1                          Q2                  Q3         ...
Still Build it Iteratively

                                   Markets &                                      Events &
   ...
Look for A Release Window




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
             ...
A Low-Tech Approach to Start

• Speeds collaboration
• Easy to change
• Can be transcribed into
  tools for easy digital
 ...
Market Events & Rhythms

• These are things that are knowable but out of
  your direct control.
• However, you might be ab...
Markets & Users

• Provide short name and possibly some short
  description or segmentation characteristics
• These can be...
Features & Benefits

• Features
   – Only list major features that motivate customers to
     take the release / pay you $...
Architecture & Systems

• Typically just the large pieces
   – Required product technologies
   – Required back-office or ...
Capabilities

• Major components of the application that enable
  multiple features
• Not all systems will have these, so ...
Schedule

• Internal events & rhythms
• Knowable, limited control, possible to influence
• Holidays & vacations
• Customer...
Example Process




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
                       ...
Example Interim Result




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
                ...
Example Final Result




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
                  ...
Other Benefits Include


         Team Collaboration                                                      Builds Trust



...
Some Good Practices

• Extended in-person working sessions
   – Start by scheduling two session 1 month apart
   – Need ti...
Some More Better Practices

• Use versions & dates
• Document who helped create each version
• Document key assumptions, f...
A Few Agile Characteristics

• Built by x-functional teams, hopefully face to face
• Takes an iterative approach
• Makes a...
Now You Go

                         Shape the Future of BayAPLN




© 2009, Enthiosys Inc. All rights reserved. www.enthi...
It’s A Flexible Concept

• We use it for our company planning
   – http://www.enthiosys.com/insights-tools/we-roadmap




...
Our Proposed Template

• Constituents – Our market segments
• Services & Benefits – What we do for the above
  and what th...
Supplemental Info on Flip Charts

•   Decisions
•   Assumptions
•   Action Items
•   Your name & contact info (optional)

...
Our Process

1. Self organize into groups at one of the stations
2. Cesar will provide the vision and inspiration
3. You w...
Cesar Will Give You Gifts




© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
              ...
Contact Information

Enthiosys, Inc.
615 National Ave., Suite 220
Mountain View, CA 94043
650.528.4000 Office
650.528.4004...
Extra Topics




© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
                           ...
Roadmap of Roadmaps

                             Sometimes you want to see
                                  the forest a...
Roadmap of Roadmaps

• A look at a portfolio of products over the same
  time period
• Identify possible synergies or conf...
Building a Roadmap of Roadmaps

• Slightly different set of participants
   – PM Directors, Senior Architects, Business Un...
Scenario Planning With Roadmaps

                             Predicting the future is hard
                              ...
Exploring Possible Futures

• Scenarios are descriptive narratives of plausible
  alternative futures.
• Useful for:
   – ...
Roadmapping for Scenarios
 Primary Roadmap                                                                 Roadmap Scenari...
Generating Useful Scenarios

• Articulate questions that will have long term
  consequences.
• Create a detailed scenario ...
Example Scenario Questions

• What if we lost our largest customer?
• What if the market demands the product early?
• What...
References & Influences




 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
               ...
On-Line Agile Resources

Agile Alliance: http://www.agilealliance.org/
Scrum Alliance: http://www.scrumalliance.org/
Agile...
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APLN Product Roadmap Talk

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Transcript of "APLN Product Roadmap Talk"

  1. 1. A Conversation About Agile Product Roadmaps Presented to BayAPLN March 17th, 2009 © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 1
  2. 2. Tonight's Flow • I talk about me • I talk about Enthiosys • I talk about gifts for you • We talk about product roadmaps • We talk about tonight’s task • You do tonight’s task • You get gifts © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 2
  3. 3. Scott Gilbert • President of Enthiosys and Agile practice lead – Satisfy customers, Manage partnerships, Run the office – Delivered several major software releases using Agile – Coached 12’s of teams, through 100’s of sprints – Blessed by Scrum Alliance with CSM, CPO & CSP • Helped start-ups raise $11M in venture capital • Founding member of Inferscape, Inc. a predictive analytics software company in the CRM space • BearingPoint’s High Technology Strategy Practice © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 3
  4. 4. Enthiosys Overview Just the Basics © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 4
  5. 5. Enthiosys, Inc. • An Agile product management consulting firm founded in 2003 by Luke Hohmann. • We help clients achieve business agility: delivering great results, not just great software. • Services designed to improve products, processes and the people who drive them. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 5
  6. 6. A Set of Services continuous customer collaboration to understand complex markets and provide input throughout the development process agile transformation of your entire company to leverage the power of Agile product development and management pricing, licensing and creation of business models to capture the full value of your solutions product roadmaps for individual products and portfolios with processes and best practices to sustain them over time service design to improve the customer experience by delivering a whole product solution and additional revenue © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 6
  7. 7. Designed for Business Agility © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 7
  8. 8. Enthiosys Team • 20 F/T and P/T consultants – Luke Hohmann, Founder/CEO – Scott Gilbert, President – Rich Mironov, CMO – Dan O’Leary, CTO • Thought leaders – 4 books, monthly newsletter, Agile blog – Frequent webinar and conference speakers – Leaders in our industry associations © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 8
  9. 9. Our Experience Covers… • Software solutions including single user, enterprise, infrastructure, consumer, web • Hardware platforms as embedded systems, consumer electronics, industrial, on-chip • Roles as product managers, developers, marketers, sales, service and support • All levels of management in public, private, and venture-backed companies © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 9
  10. 10. Engagement Types • Collaboration – We jointly define goal, creating results with client • Projects – Customer defines goal, we deliver a result to client • Interim management – Enthiosys experts as product managers or executives • Training – Mostly private but some public classes © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 10
  11. 11. Selected Clients © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 11
  12. 12. Gifts for You Cesar will distribute at the end © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 12
  13. 13. The Gifts • Left over P-Camp Schwag • The old book • The practical book • The fun book • The new book • The good book © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 13
  14. 14. Agile Product Roadmaps Let’s Talk About Em’ © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 14
  15. 15. Agile Planning Is… • About participating in the infinite game • Top down, bottoms up and continuous • Emergent yet deterministic • About making/reversing decisions • Focused on the future while acting in the present • About the planning not the plan © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 15
  16. 16. Planning Time Horizons Strategy 5+ Years Exec’s Portfolio 3-5 Years Product 18-24 Months PM’s Release 2-9 Months Sprint 2-4 Weeks Dev’s Daily © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 16
  17. 17. Connects to and Correlates with the Backlog Sprint INVEST Release Epics, Stories, Use Cases, Themes Roadmap Epics, Features, Big Ideas © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 Inspired by Mike Cohn 17
  18. 18. Roadmaps are Scary • Forces you to articulate what you are not going to build • Makes you commit to an uncertain future © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 18
  19. 19. Benefits of a Roadmap • Roadmaps can identify and clarify both the tactical and strategic intent of your product • Internally: – Becomes a filter for prioritizing development activities – Builds consensus around direction – Ensures the “ship is headed in the right direction” – Avoids the “last/loudest” priority problem • Externally: – Provides customers with access to near-term commitments and long term “points of view” – Binds customers to your company (especially in B2B markets) © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 19
  20. 20. Typically See Feature Wish Lists June 09 Sept 09 Dec 09 Mar 10 June 10 Idaho Thundercloud Version 4.0 Version 3.01 Jayko SaaS Offering Security Patch Extra fast install Better Scalability Comprehensive Platforms Client Access SDK Version 3.2 Multi-site Collaboration New platform support Oracle Support Security Management Scalability enhancements Usability improvements Better Integration* © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 20
  21. 21. Typical Roadmap Failures • No visible logic • Created unilaterally – Lack of buy-in – Poor technical and market inputs • No plan for internal or external sharing © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 21
  22. 22. A Roadmap Should Be… • A living internal planning document designed to answer strategic questions such as: – Who are my markets/segments? – What do they care about? – When should I serve them? – What factors must I consider? – What technologies / systems can I leverage? – How should I adjust my plans and goals relative to the answers to these and possibly other questions? © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 22
  23. 23. A Simple Template Q1 Q2 Q3 Q4 Architecture & Support What technology Linux should we use? Biometrics Systems auto send Physical Features & supplies Security Benefits Saves time Audit Trails & money Markets & Users Small Office Enterprise Events & Rhythms © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 23
  24. 24. Build it Iteratively Features & Benefits Events & Architecture & Rhythms Systems Markets & Users © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 24
  25. 25. Look for A Release Window © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 Taken by this Flickr guy 25
  26. 26. A More Complex Template Q1 Q2 Q3 Q4 Support Biometrics Architecture Linux Managed Capabilities services auto send Physical Features supplies Security Saves time Audit Trails Benefits & money Markets Small Office Enterprise Events & Rhythms Schedule © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 26
  27. 27. Still Build it Iteratively Markets & Events & Users Rhythms Capabilities Benefits Schedule Architecture & Systems Features © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 27
  28. 28. Look for A Release Window © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 Same picture, same guy 28
  29. 29. A Low-Tech Approach to Start • Speeds collaboration • Easy to change • Can be transcribed into tools for easy digital sharing once the plan settles © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 29
  30. 30. Market Events & Rhythms • These are things that are knowable but out of your direct control. • However, you might be able to influence them. • Market events occur on a one time basis • Example: Regulatory-related dates • Market rhythms occur on a recurring basis • Example: Industry conferences © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 30
  31. 31. Markets & Users • Provide short name and possibly some short description or segmentation characteristics • These can be very simple. You can attach common Personas found in each segment • Focus on the markets this product serves • Example: Small Office • < 75 employees • Limited CapEx budgets • Need support and services • Buy from trusted referrals © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 31
  32. 32. Features & Benefits • Features – Only list major features that motivate customers to take the release / pay you $ • Benefits – Describe in business terms what benefits each feature will deliver to the customer or to the company • Reduce costs, Avoid costs, Increase revenue © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 32
  33. 33. Architecture & Systems • Typically just the large pieces – Required product technologies – Required back-office or operational systems • Break “development” into exploration and proof of concepts. Have them span several quarters • Example: VoiceXML for voice service features • Example: Billing and accounting systems to support foreign currencies © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 33
  34. 34. Capabilities • Major components of the application that enable multiple features • Not all systems will have these, so don’t force it • Example: Notification Engine – Allows users to send schedule, event, or conditional based notifications via any communication channel. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 34
  35. 35. Schedule • Internal events & rhythms • Knowable, limited control, possible to influence • Holidays & vacations • Customer commitments • Product dependencies • Other SDLC milestones • Example: Quarterly earnings calls • Example: Annual peer reviews © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 35
  36. 36. Example Process © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 36
  37. 37. Example Interim Result © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 37
  38. 38. Example Final Result © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 38
  39. 39. Other Benefits Include Team Collaboration Builds Trust © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 39
  40. 40. Some Good Practices • Extended in-person working sessions – Start by scheduling two session 1 month apart – Need time to research issues that come out of first • Participation by key constituents – Product Management, Engineering, Marketing – Document participants that created each version • Should align with business plan & model • Quarterly reviews and updates to keep alignment © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 40
  41. 41. Some More Better Practices • Use versions & dates • Document who helped create each version • Document key assumptions, facts & decisions • Use legends to make it walk up easy to understand. Colors, shapes, etc. • Use corporate rules to make it walk up easy to understand. 6+ months is uncommitted, no selling • Have clear distribution and communication plan • Easy to say, hard to do…consistently! © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 41
  42. 42. A Few Agile Characteristics • Built by x-functional teams, hopefully face to face • Takes an iterative approach • Makes a great information radiator to promote transparency and communication • Helps identify the release time box or window • Provides good opportunity for initial prioritization • Maps to the User Story pattern (who, what, why) • Makes architecture explicit in planning and always gives technologists an early voice © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 42
  43. 43. Now You Go Shape the Future of BayAPLN © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 43
  44. 44. It’s A Flexible Concept • We use it for our company planning – http://www.enthiosys.com/insights-tools/we-roadmap © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 44
  45. 45. Our Proposed Template • Constituents – Our market segments • Services & Benefits – What we do for the above and what they get from it • Platform – This is our infrastructure website, etc. • Events & Rhythms – Other things that happen • People – Folks who make all of the above real • Time – 1 calendar year, in quarters starts in April © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 45
  46. 46. Supplemental Info on Flip Charts • Decisions • Assumptions • Action Items • Your name & contact info (optional) © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 46
  47. 47. Our Process 1. Self organize into groups at one of the stations 2. Cesar will provide the vision and inspiration 3. You will have XX minutes to iterate through your plan and capture supplemental information • You can pick a leader to facilitate • You can do a group splat, then rationalize 4. You can change the template (time & rows) 5. You can capture other supplemental info 6. We will de-brief each map at the end © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 47
  48. 48. Cesar Will Give You Gifts © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 48
  49. 49. Contact Information Enthiosys, Inc. 615 National Ave., Suite 220 Mountain View, CA 94043 650.528.4000 Office 650.528.4004 Fax follow us at www.twitter.com/Enthiosys follow me at www.twitter.com/AgileProductMgr www.enthiosys.com/insights-tools for Books, Bytes, Blogs www.InnovationGames.com for Innovation Games Online © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 49
  50. 50. Extra Topics © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 50
  51. 51. Roadmap of Roadmaps Sometimes you want to see the forest and the trees. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 51
  52. 52. Roadmap of Roadmaps • A look at a portfolio of products over the same time period • Identify possible synergies or conflicts • Plan for roll-outs of product bundles / lines • Creates a strategic view that can be driven back down to individual products. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 52
  53. 53. Building a Roadmap of Roadmaps • Slightly different set of participants – PM Directors, Senior Architects, Business Unit Managers, other senior stakeholders • Roll up individual roadmaps – Show releases of all products w/ major features – Architecture may include systems & infrastructure • Adjust based on decisions or observations • Changes roll back down to individual products © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 53
  54. 54. Scenario Planning With Roadmaps Predicting the future is hard but it can’t hurt to try. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 54
  55. 55. Exploring Possible Futures • Scenarios are descriptive narratives of plausible alternative futures. • Useful for: – Identifying potential opportunities / threats – Limiting “business as usual in the future” behavior – Testing roadmaps against various possible futures – Understanding how and when to react to changes – Staying focused on the likely case while building 1st drafts of primary / current roadmaps © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 55
  56. 56. Roadmapping for Scenarios Primary Roadmap Roadmap Scenario A Scenario A 1. This 2. That 3. The Other Release Release 4. Then Release Release A B 5. Finally…. A B Primary Roadmap Roadmap Scenario B Scenario B 1. This 2. That 3. The Other Release A Release B 4. Then Release A 5. Finally…. © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 56
  57. 57. Generating Useful Scenarios • Articulate questions that will have long term consequences. • Create a detailed scenario (story) to illustrate the risk/change • Explore alternative roadmaps to address scenarios • Map the decision point: what events should trigger adoption of alternative strategy? © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 57
  58. 58. Example Scenario Questions • What if we lost our largest customer? • What if the market demands the product early? • What if labor unions curb outsourcing? • What if regulatory changes impact us? • What if we acquire one or more competitors? • What if we expand internationally? © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 58
  59. 59. References & Influences © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 59
  60. 60. On-Line Agile Resources Agile Alliance: http://www.agilealliance.org/ Scrum Alliance: http://www.scrumalliance.org/ Agile Project Leadership Network: http://www.apln.org/ Agile Journal: http://www.agilejournal.com Enthiosys Blog Roll: http://www.enthiosys.com/ Agile Manifesto: http://agilemanifesto.org/ © 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000 60
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