This presentation was provided by Patricia Brennan of The Chan Zuckerberg Initiative, during Session Seven of the NISO event "Agile Product and Project Management for Information Products and Services," held on June 25, 2020.

1. Agile Product and Project
Management for Information
Products and Services
Patricia Brennan
June 2020

2. NISO Training June 2020 2
Today it’s about measuring success
Alignment & Goals
Inputs, Outputs, Outcomes
Lifecycle & Portfolio Management

3. NISO Training June 2020 3
Strategic Planning: Process and Phases
Vision &
Mission
Strategic
Thrusts
Current
State
Strategy for
Next Year
Prioritization
Where are we
going
How we are
planning to
get there
Data & Status
to support
decisions
Ideas,
Projects,
Opportunities,
Options
Roadmap/
Plans
Validation
Impact
Assessment
Scope and
sequencing
Trends, External Impacts,
Measures: OKRs, KPIs, Targets
Customer & User Insights
Stakeholder Communication

4. NISO Training June 2020 4
Strategic Planning: Process and Phases
Vision &
Mission
Strategic
Thrusts
Current
State
Strategy for
Next Cycle
Prioritization
Where are we
going
How we are
planning to
get there
Data & Status
to support
decisions
Ideas,
Projects,
Opportunities,
Options
Roadmap/
Plans
Validation
Impact
Assessment
Scope and
sequencing
Teams: Strategy, Marketing,
Sales, Finance, Product,
Business/Project Owners, Eng
Teams: Strategy, Marketing, Sales,
Product, Finance, Business/Project
Owners, Eng, Analytics
Teams: Strategy, Marketing, Sales,
Product, Finance, Business/Project
Owners, Eng, Analytics

5. NISO Training June 2020 5
Goal Setting
content
search
Design
GOALS
marketing
Development
Editorial
STRATETY

6. NISO Training June 2020 6
Goal Setting
1. User Goals
2. Business Goals

7. NISO Training June 2020 7

8. NISO Training June 2020 8
Logic Model
Inputs Outputs Outcomes
What we invest What we are doing What we want
Assumptions External Factors
What we know What we cannot control

9. Inputs Outputs Outcomes - Impact
Participants Activities Direct Products Participants Activities Direct Products
Who we reach
Existing
contributors
New
contributors
Clients
Educators
CLAMs
Decisionmakers
Consumers
What we do
Develop
Products,
curriculum
resources
Deliver
Content and
services
Conduct
Workshops, and
meeting
Train
Counsel / Advise
Facilitate
Partner
Disseminate /
Work with
media
What we create
Plans
Event
Documents
Topic Areas
Pages
Articles
Templates
Satisfaction
Fun
Community
Networks
Results in
terms of
Learning
Results in
terms of
Changing
Action
Results in
terms of
Changing
Action
Awareness
Knowledge
Attitudes
Skills
Interest
Opinions
Aspirations
Intentions
Motivations
Behaviour ( i.e.
participation,
retention )
Practice /
Contributions (
i.e. articles,
pictures, bytes,
edits, etc. )
Decision-making
( i.e., program
planning, gap
analysis, next
steps)
Policies
Social Action
Social ( i.e., Reach
Participation,
Diversity )
Economic (i.e.,
more
Funding for
programs, more
cost effective
programs )
Civil (i.e., Article
and photo
Quality, Expand
of content )
Environmental
(i.e., Article and
Photo Quality,
Expand of
Content)
Assumptions External Factors
What we
invest
Staff Time
Volunteer hours
Planning Time
Money
Knowledge base
Expertise
Materials
Equipment
Space
Technology
Partners
Priorities
Mission
Vision
Values
Mandates
Resources
Local
Dynamics
Collaborator
s
Situation
Needs and
Assets
Problems
Stakeholders
Logic Model

10. NISO Training June 2020 10
1. What is a KPI
2. What are OKRs
Establishing Metrics

11. 17%
Mobile Visitors
25
%
Returning Visitors
Visitors This Month
40,000
20%
Conversions
25
36%
KPI Dashboard

12. 17%
Mobile Visitors
25%
Returning Visitors
Visitors This Month
40,000
20%
Conversions
25
36%
KPI Dashboard

13. 17%
Mobile Visitors
Visitors This Month
40,000
20%
KPI Dashboard

14. 17%
Mobile Visitors
Visitors This Month
40,000
20%
KPI Dashboard

15. NISO Training June 2020 15
● Demonstrate that you are delivering value
● Review and assess how successful you were at delivering on
prior goals
● Set new goals for the quarter
● Make sure your customers/ stakeholders still believe and
trust your product/service to achieve their key business
objectives
Quarterly or Monthly Reviews?

16. 16

17. OKR
Objective Key Result Target Focus Quarter

18. Objectives
Key Activities
Results
Example activities
1
Result 1.
2
Result 2
3
Result 3
4
Result 4
5
Result 5

19. Objectives
Key Activities
Results
Business Priorities
Team Priorities
Individual Priorities
Example
Example
Example
Example
Example
Example

20. NISO Training June 2020 20
OKRs -- large organizations vs team

22. NISO Training June 2020 22
North Star Framework

23. NISO Training June 2020 23
Strategy -- Goal Setting -- Execution --

24. NISO Training June 2020 24
Goal Template
GOAL TARGET CONDITION
Current State Gaps/Blockers Actions Expectations Actual

25. Time
Salesandadoption
Maturity
Question Mark Star Giving Done
Product Lifecycle Understand where in
the life cycle your
product is

26. Thank You
February 2020