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Mobile and Agile: The Floating
Writer's Survival Kit

Alyssa Fox
Information Development Manager
Meredith Kramer
Lead Information Developer




© 2008 NetIQ Corporation. All rights reserved.
Making the Transition
Terminology
 Scrum – An agile development approach that emphasizes
  close communication through daily stand-up meetings.
 Scrum master – The team member who facilitates scrum
  meetings and works to remove blocks that prevent team
  members from proceeding with their work.
 Iteration – A short period of time in which a full software
  development cycle occurs.
 Backlog – The repository for all requirements and wish list
  items for the project.
 Capacity – The maximum amount of hours a team member
  can work during one iteration.



2   © 2008 NetIQ Corporation. All rights reserved.
Making the Transition
Design Documents
 Moving from specs to user story documents
    − Shorter, more fluid documents
    − Allows for easier refinement and rework upon customer
      feedback
    − Helps floating writers not get bogged down in lengthy specs
      when they are brought on to the project
 Paper prototyping with screenshots and detailed
  functionality information




3   © 2008 NetIQ Corporation. All rights reserved.
Making the Transition
Adapting Your Review Cycle
 Use three drafts: first draft, approval draft, quality
  edit draft.
 Write doc for a feature in the iteration it is
  developed and tested.
 Keep the user story open until Dev/QE has
  reviewed the documentation for technical accuracy.
 Consider doing away with a formal first draft for
  more mature products and documentation libraries.
 Use the full approval draft as a means to show the
  new documentation in context of the entire book.


4   © 2008 NetIQ Corporation. All rights reserved.
Making the Transition
Adapting Your Review Cycle - Advantages
 QE and Development no longer have to review an entire book
  (or multiple books) during one of the busiest times of the
  release cycle.
 Info Dev gets more thorough reviews since QE and Dev have
  more time each iteration to review pieces of the
  documentation.
 The documentation is more technically accurate and of a
  higher quality due to more thorough reviews.
 The floating writer’s needed capacity for an approval draft is
  reduced because most of the work has already been done in
  previous iterations.
 If you have multiple books on multiple products, there is not
  as big of a hit all at once on your time.
 Floating writers have a more complete document with which
  to work for an iteration or two.
5   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team




6   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Speak Up!
 Take the initiative to get involved in ALL parts of the
  product development.
 Attend scrum meetings for the projects in which
  you’re involved.
 Be detailed and specific when asking questions or
  giving information to others.
 Pave the way for any other writers that may join the
  team later.




7   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Sample Scrum Topics – Development
 Bad: “I’m working on the installer.”
 Good: “I’m working on the new installer screens that contain
  user credentials for accessing the database. I need some help
  with text on these new screens, so I’ll be coming to talk to
  Info Dev later today or tomorrow about this.”
 Bad: “I’m working on the Customer X issue.”
 Good: “Customer X is having a problem where when they run
  security checks against their SQL Server 2005 endpoints,
  they’re getting data that doesn’t make sense. When I looked in
  the XML file for the security check, I realized the check was
  coded incorrectly to run only against SQL 2000 endpoints. I’m
  fixing the code in the check file so it can run against SQL
  2000 or 2005 endpoints.”



8   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Sample Scrum Topics – QE
 Bad: “I’m running test cases.”
 Good: “I’m running test cases for Feature X. I’m about 75%
  done with those, but can’t seem to get the modify function to
  work, so I’m blocked on those test cases.”
 Bad: “I’m writing test cases.”
 Good: “I’m writing positive and negative test cases for
  Feature Y. We need to make sure it works when the correct
  parameters are put in, but we should also look for what
  happens when we put nonsense characters in for parameter
  values. Developer Joe, let’s get together later to talk about
  whether there are any restrictions on special characters in the
  parameter field.”




9   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Sample Scrum Topics – Information Development
 Bad: “I’m working on the User Guide.”
 Good: “I’m creating a new chapter in the User Guide for
  Feature X. I’ve talked with Development and received all the
  information I need to complete the draft, but will go back to
  them tomorrow for them to take a look at what I wrote to
  ensure it’s technically accurate.”
 Bad: “I’m creating the help for Feature X.”
 Good: “I am about done creating the help structure for the
  wizard Feature X uses. Developer Sally, I’ll need to get with
  you to show you what I did in the mapping file so we can hook
  up the help to the wizard page code. I’m also adding these
  topics to the .chm file’s table of contents.”




10   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Be Involved
 Show an interest in the requirements, design, and
  thought behind the design of the product.
 Attend any and all release planning and iteration
  planning meetings.
 Offer to help improve text in the GUI.
     − English is second language for many developers.
     − It might only take a label change for window to be much more
       clear.
 Be a usability advocate.
 Have the writer working on the feature interact with
  the developer/QE person working on the feature.
  Don’t funnel all information through one person.

11   © 2008 NetIQ Corporation. All rights reserved.
Gaining Clout on the Product Team
Take Ownership of Technical Accuracy
 Don’t assume the product works like the developer
  tells you it does.
 Install and maintain your own builds of the product.
     − Allows you to better determine if there is a technical or usability
       issue in the product.
     − Lets floating writers quickly and easily access the product to
       reduce amount of time it takes to be effective on the team.
 Gain your team’s trust by having a solid
  understanding of the product.
 Make more informed suggestions for change.



12   © 2008 NetIQ Corporation. All rights reserved.
Planning the Release




13   © 2008 NetIQ Corporation. All rights reserved.
Planning the Release

 Do resource planning on an iteration-by-iteration basis.
   − Have a manager or coordinating lead look at resources across projects.
   − Have iteration planning meetings.
 Create a review schedule appropriate to the project.
   − Ensure approval draft comes after Feature Complete.
   − Have pieces of documentation reviewed during active Development
     iterations.
   − Ensure quality edit draft occurs during a hardening iteration.
   − Work on doc-specific tasks and bugs in early iterations.
 Ally with product management.
   − Support Info Dev in numerous ways.
   − Can be a wealth of information about customers and their use of our
     products.



14   © 2008 NetIQ Corporation. All rights reserved.
Planning the Release




15   © 2008 NetIQ Corporation. All rights reserved.
Creating User Stories




16   © 2008 NetIQ Corporation. All rights reserved.
Creating User Stories

 What is a user story?
     − A software system requirement
     − Defines what is to be built
     − Prioritized, make up the backlog
     − Stories may be related together as “features” or “themes”




17   © 2008 NetIQ Corporation. All rights reserved.
Creating User Stories
Good User Stories – Benefits to Floating Writers
 Independent – Can be worked on without pulling in other stories,
     can be scheduled in any order
 Negotiable – Allows flexibility with engineering team, implies it is
     understandable (easy to pick up)
 Valuable – Frames stories from customer perspective
 Estimatable – Allows lead/manager to pull floating writers on to
     project based on their capacity and estimate of time needed for
     story
 Sized appropriately – Lets floating writers focus on smaller
     pieces and move on and off project more smoothly
 Testable – Lets floating writers see what the feature is supposed
     to do upfront and can write more thorough documentation upfront



18    © 2008 NetIQ Corporation. All rights reserved.
Creating User Stories
User Story Tasks – Benefits to Floating Writers
 Specific – Helps in understanding and prevents overlap, which is
     useful when pulling writers on and off projects from iteration to
     iteration.
 Measurable – Helps floating writers know when to mark the task
     as complete so they can move on to other projects if needed.
 Achievable – Helps determine if task is realistic.
 Relevant – Helps determine if task relates to fulfilling the user
     story, thus contributing to the release.
 Time-boxed – Helps floating writers know how much work
     remains and whether the task will be done within the iteration.




19    © 2008 NetIQ Corporation. All rights reserved.
Creating User Stories
Examples
 Bad example:
Discovery and registration
Discover and register the supported operating system, applications, web
  servers, or database instances monitored by an agent on a Windows
  computer.
 Good example:


Good User Story Example.fm




20   © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration




21   © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Coping with Multiple Projects and Scrums
 Work with your lead or manager to spread your
     workload so you can delegate scrum meeting
     attendance to others.
 Attend scrums that pertain to your highest priority
     project only.
 Ask the scrum master to send status emails for the
     meetings so you know what you missed.
 Ensure you have a presence on your team so your
     team doesn’t forget you when you’re not there.




22    © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Determining Capacity
 Consider previous iteration estimates.
 Include vacation and non-iteration responsibilities,
     such as meetings, customer support, time for
     planning, etc. (approximately 25% of each team
     member’s time).
 Do not include the first or last day of the iteration.
 Ensure Development finishes early so QE and Info
     Dev have time to complete their tasks before the
     iteration ends.




23    © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Capacity Example
 Meredith is a team member for Project A and
     Project B.
 Iteration 1 for Project A is Feb. 7-20.
 Iteration 3 for Project B is Feb. 5-18.
 Project B has a planning day Feb. 15, so Meredith’s
     capacity for Feb. 15 on Project A is 0.




24    © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Capacity Example




25   © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Sizing Documentation Work
 Create more accurate estimates by applying a
     standard number of hours per page of doc based
     on the level of source material.
 Plug in your tasks based on the information in the
     user story to quickly estimate the amount of work
     needed to complete your tasks.
 Compare the number of hours required to complete
     tasks to total hours of team member capacity.




26    © 2008 NetIQ Corporation. All rights reserved.
Planning the Iteration
Sizing Documentation Work - Example




27   © 2008 NetIQ Corporation. All rights reserved.
Contact Information




28   © 2008 NetIQ Corporation. All rights reserved.
Contact Information

Alyssa Fox
     Information Development Manager
     NetIQ Corporation
     alyssa.fox@netiq.com
     713-418-5334
Meredith Kramer
     Lead Information Developer
     NetIQ Corporation
     meredith.kramer@netiq.com
     713-418-5400




29    © 2008 NetIQ Corporation. All rights reserved.
NetIQ Confidential Information

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Mobile and agile the floating writer's survival kit

  • 1. Mobile and Agile: The Floating Writer's Survival Kit Alyssa Fox Information Development Manager Meredith Kramer Lead Information Developer © 2008 NetIQ Corporation. All rights reserved.
  • 2. Making the Transition Terminology  Scrum – An agile development approach that emphasizes close communication through daily stand-up meetings.  Scrum master – The team member who facilitates scrum meetings and works to remove blocks that prevent team members from proceeding with their work.  Iteration – A short period of time in which a full software development cycle occurs.  Backlog – The repository for all requirements and wish list items for the project.  Capacity – The maximum amount of hours a team member can work during one iteration. 2 © 2008 NetIQ Corporation. All rights reserved.
  • 3. Making the Transition Design Documents  Moving from specs to user story documents − Shorter, more fluid documents − Allows for easier refinement and rework upon customer feedback − Helps floating writers not get bogged down in lengthy specs when they are brought on to the project  Paper prototyping with screenshots and detailed functionality information 3 © 2008 NetIQ Corporation. All rights reserved.
  • 4. Making the Transition Adapting Your Review Cycle  Use three drafts: first draft, approval draft, quality edit draft.  Write doc for a feature in the iteration it is developed and tested.  Keep the user story open until Dev/QE has reviewed the documentation for technical accuracy.  Consider doing away with a formal first draft for more mature products and documentation libraries.  Use the full approval draft as a means to show the new documentation in context of the entire book. 4 © 2008 NetIQ Corporation. All rights reserved.
  • 5. Making the Transition Adapting Your Review Cycle - Advantages  QE and Development no longer have to review an entire book (or multiple books) during one of the busiest times of the release cycle.  Info Dev gets more thorough reviews since QE and Dev have more time each iteration to review pieces of the documentation.  The documentation is more technically accurate and of a higher quality due to more thorough reviews.  The floating writer’s needed capacity for an approval draft is reduced because most of the work has already been done in previous iterations.  If you have multiple books on multiple products, there is not as big of a hit all at once on your time.  Floating writers have a more complete document with which to work for an iteration or two. 5 © 2008 NetIQ Corporation. All rights reserved.
  • 6. Gaining Clout on the Product Team 6 © 2008 NetIQ Corporation. All rights reserved.
  • 7. Gaining Clout on the Product Team Speak Up!  Take the initiative to get involved in ALL parts of the product development.  Attend scrum meetings for the projects in which you’re involved.  Be detailed and specific when asking questions or giving information to others.  Pave the way for any other writers that may join the team later. 7 © 2008 NetIQ Corporation. All rights reserved.
  • 8. Gaining Clout on the Product Team Sample Scrum Topics – Development  Bad: “I’m working on the installer.”  Good: “I’m working on the new installer screens that contain user credentials for accessing the database. I need some help with text on these new screens, so I’ll be coming to talk to Info Dev later today or tomorrow about this.”  Bad: “I’m working on the Customer X issue.”  Good: “Customer X is having a problem where when they run security checks against their SQL Server 2005 endpoints, they’re getting data that doesn’t make sense. When I looked in the XML file for the security check, I realized the check was coded incorrectly to run only against SQL 2000 endpoints. I’m fixing the code in the check file so it can run against SQL 2000 or 2005 endpoints.” 8 © 2008 NetIQ Corporation. All rights reserved.
  • 9. Gaining Clout on the Product Team Sample Scrum Topics – QE  Bad: “I’m running test cases.”  Good: “I’m running test cases for Feature X. I’m about 75% done with those, but can’t seem to get the modify function to work, so I’m blocked on those test cases.”  Bad: “I’m writing test cases.”  Good: “I’m writing positive and negative test cases for Feature Y. We need to make sure it works when the correct parameters are put in, but we should also look for what happens when we put nonsense characters in for parameter values. Developer Joe, let’s get together later to talk about whether there are any restrictions on special characters in the parameter field.” 9 © 2008 NetIQ Corporation. All rights reserved.
  • 10. Gaining Clout on the Product Team Sample Scrum Topics – Information Development  Bad: “I’m working on the User Guide.”  Good: “I’m creating a new chapter in the User Guide for Feature X. I’ve talked with Development and received all the information I need to complete the draft, but will go back to them tomorrow for them to take a look at what I wrote to ensure it’s technically accurate.”  Bad: “I’m creating the help for Feature X.”  Good: “I am about done creating the help structure for the wizard Feature X uses. Developer Sally, I’ll need to get with you to show you what I did in the mapping file so we can hook up the help to the wizard page code. I’m also adding these topics to the .chm file’s table of contents.” 10 © 2008 NetIQ Corporation. All rights reserved.
  • 11. Gaining Clout on the Product Team Be Involved  Show an interest in the requirements, design, and thought behind the design of the product.  Attend any and all release planning and iteration planning meetings.  Offer to help improve text in the GUI. − English is second language for many developers. − It might only take a label change for window to be much more clear.  Be a usability advocate.  Have the writer working on the feature interact with the developer/QE person working on the feature. Don’t funnel all information through one person. 11 © 2008 NetIQ Corporation. All rights reserved.
  • 12. Gaining Clout on the Product Team Take Ownership of Technical Accuracy  Don’t assume the product works like the developer tells you it does.  Install and maintain your own builds of the product. − Allows you to better determine if there is a technical or usability issue in the product. − Lets floating writers quickly and easily access the product to reduce amount of time it takes to be effective on the team.  Gain your team’s trust by having a solid understanding of the product.  Make more informed suggestions for change. 12 © 2008 NetIQ Corporation. All rights reserved.
  • 13. Planning the Release 13 © 2008 NetIQ Corporation. All rights reserved.
  • 14. Planning the Release  Do resource planning on an iteration-by-iteration basis. − Have a manager or coordinating lead look at resources across projects. − Have iteration planning meetings.  Create a review schedule appropriate to the project. − Ensure approval draft comes after Feature Complete. − Have pieces of documentation reviewed during active Development iterations. − Ensure quality edit draft occurs during a hardening iteration. − Work on doc-specific tasks and bugs in early iterations.  Ally with product management. − Support Info Dev in numerous ways. − Can be a wealth of information about customers and their use of our products. 14 © 2008 NetIQ Corporation. All rights reserved.
  • 15. Planning the Release 15 © 2008 NetIQ Corporation. All rights reserved.
  • 16. Creating User Stories 16 © 2008 NetIQ Corporation. All rights reserved.
  • 17. Creating User Stories  What is a user story? − A software system requirement − Defines what is to be built − Prioritized, make up the backlog − Stories may be related together as “features” or “themes” 17 © 2008 NetIQ Corporation. All rights reserved.
  • 18. Creating User Stories Good User Stories – Benefits to Floating Writers  Independent – Can be worked on without pulling in other stories, can be scheduled in any order  Negotiable – Allows flexibility with engineering team, implies it is understandable (easy to pick up)  Valuable – Frames stories from customer perspective  Estimatable – Allows lead/manager to pull floating writers on to project based on their capacity and estimate of time needed for story  Sized appropriately – Lets floating writers focus on smaller pieces and move on and off project more smoothly  Testable – Lets floating writers see what the feature is supposed to do upfront and can write more thorough documentation upfront 18 © 2008 NetIQ Corporation. All rights reserved.
  • 19. Creating User Stories User Story Tasks – Benefits to Floating Writers  Specific – Helps in understanding and prevents overlap, which is useful when pulling writers on and off projects from iteration to iteration.  Measurable – Helps floating writers know when to mark the task as complete so they can move on to other projects if needed.  Achievable – Helps determine if task is realistic.  Relevant – Helps determine if task relates to fulfilling the user story, thus contributing to the release.  Time-boxed – Helps floating writers know how much work remains and whether the task will be done within the iteration. 19 © 2008 NetIQ Corporation. All rights reserved.
  • 20. Creating User Stories Examples  Bad example: Discovery and registration Discover and register the supported operating system, applications, web servers, or database instances monitored by an agent on a Windows computer.  Good example: Good User Story Example.fm 20 © 2008 NetIQ Corporation. All rights reserved.
  • 21. Planning the Iteration 21 © 2008 NetIQ Corporation. All rights reserved.
  • 22. Planning the Iteration Coping with Multiple Projects and Scrums  Work with your lead or manager to spread your workload so you can delegate scrum meeting attendance to others.  Attend scrums that pertain to your highest priority project only.  Ask the scrum master to send status emails for the meetings so you know what you missed.  Ensure you have a presence on your team so your team doesn’t forget you when you’re not there. 22 © 2008 NetIQ Corporation. All rights reserved.
  • 23. Planning the Iteration Determining Capacity  Consider previous iteration estimates.  Include vacation and non-iteration responsibilities, such as meetings, customer support, time for planning, etc. (approximately 25% of each team member’s time).  Do not include the first or last day of the iteration.  Ensure Development finishes early so QE and Info Dev have time to complete their tasks before the iteration ends. 23 © 2008 NetIQ Corporation. All rights reserved.
  • 24. Planning the Iteration Capacity Example  Meredith is a team member for Project A and Project B.  Iteration 1 for Project A is Feb. 7-20.  Iteration 3 for Project B is Feb. 5-18.  Project B has a planning day Feb. 15, so Meredith’s capacity for Feb. 15 on Project A is 0. 24 © 2008 NetIQ Corporation. All rights reserved.
  • 25. Planning the Iteration Capacity Example 25 © 2008 NetIQ Corporation. All rights reserved.
  • 26. Planning the Iteration Sizing Documentation Work  Create more accurate estimates by applying a standard number of hours per page of doc based on the level of source material.  Plug in your tasks based on the information in the user story to quickly estimate the amount of work needed to complete your tasks.  Compare the number of hours required to complete tasks to total hours of team member capacity. 26 © 2008 NetIQ Corporation. All rights reserved.
  • 27. Planning the Iteration Sizing Documentation Work - Example 27 © 2008 NetIQ Corporation. All rights reserved.
  • 28. Contact Information 28 © 2008 NetIQ Corporation. All rights reserved.
  • 29. Contact Information Alyssa Fox Information Development Manager NetIQ Corporation alyssa.fox@netiq.com 713-418-5334 Meredith Kramer Lead Information Developer NetIQ Corporation meredith.kramer@netiq.com 713-418-5400 29 © 2008 NetIQ Corporation. All rights reserved.