Lourenço P. Soares | Alexandre Klaser
Goal-based Priorization
Backlog
http://www.flickr.com/photos/toiletqueue/
Backlog
http://www.flickr.com/photos/herby_fr/
Ok, but...
Ok, but...
...if there’s no backlog,
what is there?
Effort aligned
to business
goals
Effort aligned
to business
goals
Independent
streams of
work
Just enough
to meet the
goal
Effort aligned
to business
goals
Independent
streams of
work
Recaptulando...
What’s the expected result when we
implement a given functionality?
How can we guarantee we are doing what
must be done?
E...
Once upon a time...
What to do when a hypothesis is wrong or
cannot be validated?
How to prioritize streams of work and maintain
business alig...
Multiple hypothesis
Prioritized by value
Business Value
Uservalue
Low
Low
High
High
Prioritized by value
Business Value
Uservalue
Low
Low
High
High
Prioritized by value
Business Value
Uservalue
Low
Low
High
High
Prioritized by value
Business Value
Uservalue
Low
Low
High
High
How to validate a hypothesis with the least
possible effort?
How to avoid that dependency between
stories prevent progress...
I ndependent
N egotiable
V aluable
E estimable
S mall
T estable
I ndependent
N egotiable
E estimable
S mall
V aluable
T estable
N egotiable
E estimable
V aluable
T estable
I ndependent
S mall
Hypothesis are like onions
Kano Model
Implementation
Satisfaction
Basic
met ≠ not met = 
Adapted from: http://en.wikipedia.org/wiki/Kano_model
Kano Model
Adapted from: http://en.wikipedia.org/wiki/Kano_model
Performance
met = not met = 
Basic
met ≠ not met = 
I...
Kano Model
Excitement
met = not met ≠ 
Adapted from: http://en.wikipedia.org/wiki/Kano_model
Performance
met = not met ...
Levels of attainment of goalsProvide
Basic mechanics
It is impossible to know if it is doable
before validating this much
...
Levels of attainment of goalsProvide
Basic mechanics
It is impossible to know if it is doable
before validating this much
...
Levels of attainment of goals
Basic functionality
Meets user needs
Anyone with minimum knowledge
should be able to use it
...
Levels of attainment of goals
Basic functionality
Meets user needs
Anyone with minimum knowledge
should be able to use it
...
Levels of attainment of goals
Basic functionality
Meets user needs
Anyone with minimum knowledge
should be able to use it
...
Levels of attainment of goals
Basic functionality
Meets user needs
Anyone with minimum knowledge
should be able to use it
...
Deming Cycle
PLAN
DO
CHECK
ACT
Prioritized hypothesis
Business Value
Uservalue
Low
Low
High
High
Priority MatrixProvideSatisfyExcel
Now add storiesProvideSatisfyExcel
Priority MatrixProvideSatisfyExcel
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Sto...
A real-world example
Consuming stories
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
St...
Consuming stories
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
St...
Consuming stories
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
St...
ProvideSatisfyExcel Consuming stories
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story ...
Identifying scope creep
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story St...
ProvideSatisfyExcel Identifying scope creep
Story Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
...
Small finite increments
Story
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
St...
Small finite increments
Story
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
Story
St...
Small finite increments
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story Story
Story
Story St...
ProvideSatisfyExcel Small finite increments
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story ...
ProvideSatisfyExcel Small finite increments
Story Story
Story Story
Story
Story Story
Story Story
Story
Story Story Story ...
It works in practice…
The whole team using the board
“It helps a great deal when finding
the most important stories”
Recaptulando...
Questions,
Comments,
Suggestions?
lous@thoughtworks.com
about.me/lous
aklaser@thoughtworks.com
@alklaser
Recaptulando...
Further reading
Beyond Good Enough – Darius Kumana (bit.ly/darius_bge)
Systemico Model – Barry O’Rilley & ...
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
Goal based priorization, by Alexandre Klaser and Lourenço Soares
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Goal based priorization, by Alexandre Klaser and Lourenço Soares

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The adoption of agile methodologies doesn't come without its pitfalls. Two of them can be the uncontrolled growth of the backlog and the lack of capacity to determine how much effort is necessary for a certain feature to attain its business goals. To escape from these traps and change the focus from isolated work items to business goals to be attained, we propose the use of a technique called Goal-Based Prioritization.

Goal based priorization, by Alexandre Klaser and Lourenço Soares

  1. 1. Lourenço P. Soares | Alexandre Klaser Goal-based Priorization
  2. 2. Backlog http://www.flickr.com/photos/toiletqueue/
  3. 3. Backlog http://www.flickr.com/photos/herby_fr/
  4. 4. Ok, but...
  5. 5. Ok, but... ...if there’s no backlog, what is there?
  6. 6. Effort aligned to business goals
  7. 7. Effort aligned to business goals Independent streams of work
  8. 8. Just enough to meet the goal Effort aligned to business goals Independent streams of work
  9. 9. Recaptulando...
  10. 10. What’s the expected result when we implement a given functionality? How can we guarantee we are doing what must be done? Effort aligned to business goals http://www.flickr.com/photos/morganhh/
  11. 11. Once upon a time...
  12. 12. What to do when a hypothesis is wrong or cannot be validated? How to prioritize streams of work and maintain business alignment? Independent streams of work http://www.flickr.com/photos/elsie/
  13. 13. Multiple hypothesis
  14. 14. Prioritized by value Business Value Uservalue Low Low High High
  15. 15. Prioritized by value Business Value Uservalue Low Low High High
  16. 16. Prioritized by value Business Value Uservalue Low Low High High
  17. 17. Prioritized by value Business Value Uservalue Low Low High High
  18. 18. How to validate a hypothesis with the least possible effort? How to avoid that dependency between stories prevent progress in small increments? Just enough to meet the goal http://www.flickr.com/photos/pasukaru76/
  19. 19. I ndependent N egotiable V aluable E estimable S mall T estable
  20. 20. I ndependent N egotiable E estimable S mall V aluable T estable
  21. 21. N egotiable E estimable V aluable T estable I ndependent S mall
  22. 22. Hypothesis are like onions
  23. 23. Kano Model Implementation Satisfaction Basic met ≠ not met =  Adapted from: http://en.wikipedia.org/wiki/Kano_model
  24. 24. Kano Model Adapted from: http://en.wikipedia.org/wiki/Kano_model Performance met = not met =  Basic met ≠ not met =  Implementation Satisfaction
  25. 25. Kano Model Excitement met = not met ≠  Adapted from: http://en.wikipedia.org/wiki/Kano_model Performance met = not met =  Basic met ≠ not met =  Implementation Satisfaction
  26. 26. Levels of attainment of goalsProvide Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it
  27. 27. Levels of attainment of goalsProvide Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”
  28. 28. Levels of attainment of goals Basic functionality Meets user needs Anyone with minimum knowledge should be able to use it ProvideSatisfy Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”
  29. 29. Levels of attainment of goals Basic functionality Meets user needs Anyone with minimum knowledge should be able to use it ProvideSatisfy Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...” “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”
  30. 30. Levels of attainment of goals Basic functionality Meets user needs Anyone with minimum knowledge should be able to use it Diferentiating proposition Only the main features of the product should be at this level Draw users to the product ProvideSatisfyExcel Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...” “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”
  31. 31. Levels of attainment of goals Basic functionality Meets user needs Anyone with minimum knowledge should be able to use it Diferentiating proposition Only the main features of the product should be at this level Draw users to the product ProvideSatisfyExcel Basic mechanics It is impossible to know if it is doable before validating this much You need to know it to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...” “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...” “Only your product does this... Makes me come back time and time again... Everyone is talking about it...”
  32. 32. Deming Cycle PLAN DO CHECK ACT
  33. 33. Prioritized hypothesis Business Value Uservalue Low Low High High
  34. 34. Priority MatrixProvideSatisfyExcel
  35. 35. Now add storiesProvideSatisfyExcel
  36. 36. Priority MatrixProvideSatisfyExcel Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story
  37. 37. A real-world example
  38. 38. Consuming stories Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story ProvideSatisfyExcel
  39. 39. Consuming stories Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story ProvideSatisfyExcel
  40. 40. Consuming stories Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story ProvideSatisfyExcel
  41. 41. ProvideSatisfyExcel Consuming stories Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story
  42. 42. Identifying scope creep Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story ProvideSatisfyExcel
  43. 43. ProvideSatisfyExcel Identifying scope creep Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story
  44. 44. Small finite increments Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story ProvideSatisfyExcel
  45. 45. Small finite increments Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story  ProvideSatisfyExcel
  46. 46. Small finite increments Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story   ProvideSatisfyExcel
  47. 47. ProvideSatisfyExcel Small finite increments Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story  
  48. 48. ProvideSatisfyExcel Small finite increments Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story  
  49. 49. It works in practice…
  50. 50. The whole team using the board “It helps a great deal when finding the most important stories”
  51. 51. Recaptulando... Questions, Comments, Suggestions? lous@thoughtworks.com about.me/lous aklaser@thoughtworks.com @alklaser
  52. 52. Recaptulando... Further reading Beyond Good Enough – Darius Kumana (bit.ly/darius_bge) Systemico Model – Barry O’Rilley & Lourenço P. Soares (bit.ly/systemico) Kano Model – Jason Mesut (bit.ly/kano_model) Replacing Requirements with Hypotheses– Josh Seiden (bit.ly/josh_hdd) INVEST in Good Stories, and SMART Tasks – Bill Wake (bit.ly/invest_stories) lous@thoughtworks.com about.me/lous aklaser@thoughtworks.com @alklaser
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