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Gist planning

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The GIST Planning framework, a lightweight, agile alternative to roadmaps, product backlogs and project plans.

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Gist planning

  1. 1. GIST Planning Itamar Gilad Itamargilad.com @itamargilad
  2. 2. Product, strategy and growth consultant with over 20 years' experience in product management, lean startup, agile development and design thinking. Previously held senior product management and engineering roles in Google, Microsoft and other companies. @ Google launched Gmail's Tabbed Inbox and lead Gmail's growth team. @itamargilad Itamargilad.com Itamar@itamargilad Product & Strategy Newsletter
  3. 3. Planning Waterfall Mission Strategy Roadmap Project plan Leadership Product Management Vision Requirements itamargilad.com
  4. 4. Planning Waterfall Mission Strategy Roadmap Project plan Leadership Product Management Vision Requirements itamargilad.com Lotsof time and effortspent here
  5. 5. Issue#1: We’re Terrible at Planning
  6. 6. Classic Planning 1. Collect information & Analyze 2. Create plan 3. Implement Plan 4. Measure against plan & adjust
  7. 7. “No plan survives first contact with the enemy” Field Marshal Helmuth von Moltke itamargilad.com
  8. 8. Gaps b/w Plans and Reality 1. Information gap - We always plan with incomplete information 2. Alignment gap - Execution doesn't accurately follow the plan 3. Effects gap - Our actions don't always generate the expected outcomes The longer the plan, the bigger the gap Source: Stephen Bungay, The Art of Action
  9. 9. The Planning Fallacy When planning, people and teams tend to be overly optimistic - underestimating the time, costs, and risks, and at the same time overestimating the benefits. Daniel Kahneman Amos Tversky
  10. 10. Planning Waterfall Mission Strategy Roadmap Project plan Leadership Product Management Vision Requirements itamargilad.com
  11. 11. Issue#2: Waterfall Effects
  12. 12. Little or No Agility Mission Strategy Roadmap Project plan Leadership Product Management Vision Requirements itamargilad.com
  13. 13. Changes Cause Re-Planning Mission Strategy Roadmap Project plan Leadership Product Management Vision Requirements itamargilad.com Guess what? Change of strategy Re-planning
  14. 14. Issue#3: Idea Deathmatch
  15. 15. Idea Flow Product backlog Q1 Q2 Q3 Q4 Roadmap Ideas
  16. 16. Prioritization Product backlog Q1 Q2 Q3 Q4 Roadmap Ideas
  17. 17. Idea Failure Rate “The vast majority of [ideas] fail in experiments, and even experts often misjudge which ones will pay off. At Google and Bing, only about 10% to 20% of experiments generate positive results. At Microsoft as a whole, one-third prove effective, one-third have neutral results, and one-third have negative results.” Ron Kohavi and Stefan Thomke / Harvard Business Review
  18. 18. Are We Killing the Right Ideas? Product backlog Q1 Q2 Q3 Q4 Roadmap Ideas ? ?
  19. 19. GIST
  20. 20. GIST - Goals, Ideas, Step projects, Tasks “User Onboarding: To keep users active we will develop an onboarding flow that will teach them how use the product.” Goal: improve retention Idea: teach people how to use the product when they onboard Project: onboarding wizard Task1, Task2, ... itamargilad.com Why What How
  21. 21. Goals
  22. 22. Goals “If you tell people where to go, but not how to get there, you’ll be amazed at the results”—George S. Patton. “I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the earth.” - John F. Kennedy
  23. 23. Qualities of Good Goals ● Ambitious ● Achievable ● Measurable ● Time bound ● Of high priority ● Does not dictate a solution
  24. 24. Objectives & Key Results
  25. 25. Ideas
  26. 26. Ideas “If you want to have good ideas you must have many ideas. Most of them will be wrong, and what you have to learn is which ones to throw away“— Linus Pauling
  27. 27. Ideas Idea Sources (Inspiration) ● Business Goals ● Opportunities ● Threats ● New Technologies ● Customer Feedback ● User research ● Learnings ● Processes ○ Impact mapping ○ Design sprints ○ Brainstorms Idea BankIdeas
  28. 28. Idea Prioritization
  29. 29. Evidence-Based Confidence
  30. 30. Step Projects
  31. 31. Breaking long projects into step projects
  32. 32. Quarterly Status Tracking
  33. 33. Tasks
  34. 34. Planning at Step-project level Step-Project Sprint 1 Sprint 2 Sprint 3 Sprint 4 Moving planning focus to the project level
  35. 35. Cadence
  36. 36. Multiple Goals, Ideas, Projects, Tasks Goals Goal 1: Improve Retention Ideas Idea 1 Idea 2 Steps 1 4✔ ✔ 3 X 2 3 Idea 3 Tasks Idea 4 Goal 2: Reduce Operating Costs 1 22 itamargilad.com
  37. 37. The GIST Planning Cadence Q1 Q2 Q3 Q4 Year 1 Goals Step- projects Tasks Year 2 Ideas Tool: OKRs Cycle: planned yearly and quarterly. Reviewed quarterly. Tool: Idea Banks Cycle: continuously reviewed and prioritized Tool: Project plan Cycle: Planned quarterly, reviewed every 1-2 weeks Tool: JIRA/other Cycle: Planned every 1-2 weeks, reviewed daily itamargilad.com
  38. 38. GIST Outcomes Velocity - no sequencing of ideation, planning and execution  Innovation - testing many ideas and funding the ones that work Agility - we revisit every part of the plan regular cadence Team empowerment and sense of ownership Lower management overhead Transparency itamargilad.com
  39. 39. Sign up to my newsletter to receive content like this by email Itamar Gilad is a product, strategy and growth consultant with over 20 years' experience in product management, lean startup, agile development and design thinking. He held senior product management and engineering roles in Google, Microsoft and other companies. @ Google he launched Gmail's Tabbed Inbox and lead Gmail's growth team.
  40. 40. Thank You
  41. 41. Early 1900s - Work efficiency improvement 1. Collect information & Analyze 2. Plan & set goals 3. Implement Plan 4. Measure performance againstplan & adjust

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