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Goal-based Priorization
Lourenço P. Soares | Alexandre Klaser
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
Effort aligned
to business
goals
Independent
streams of
work
Just enough
to meet the
goal
Recaptulando...

ed
as
-b
oal ation
G
riz
io
Pr
Effort aligned to business goals

!  What’s the expected result when we
implement a given functionality?
!  How can we gua...
...
WE BELIEVE THAT
FOR...
WILL ACHIEVE...

Hypoth
esis
Mode
l

N...
SUCCESSFUL WHE
ARE
WE WILL KNOW WE
Once upon a time...
. E T e ..
1IEVThHATg.oal
WE BEL
FOR...
WILL ACHIEVE...

protection agains
t the
weather

N...
SUCCESSFUL WHE
ARE
WE WILL ...
...
WE BELIEVE THAT
FOR...
WILL ACHIEVE...

2. What we measure

protection agains
t the
weather

...
UCCESSFUL WHEN
ARE S
...
...
WE BELIEVE THAT
FOR...

a family

WILL ACHIEVE...

For whom
3.
protection agains
t the
weather

N...
SUCCESSFUL WHE
AR...
...
WE BELIEVE THAT
FOR...

a family

WILL ACHIEVE...

building a cabin
protection agains
t the
weather

N...
SUCCESSFUL W...
...
WE BELIEVE THAT
FOR...

a family

WILL ACHIEVE...

building a cabin
protection agains
t the
weather

N...
SUCCESSFUL W...
Independent streams of work
!  What to do when a hypothesis is wrong or
cannot be validated?
!  How to prioritize streams ...
Multiple hypothesis

...
THAT
EVE
BELI
WE
..

FOR.

..

HEN.
UL W
SSF
CCE
LA
WIL
E SU
E AR
W
KNOW
ILL
WE W
E...
HIEV
C
Prioritized by value

User value

High

Low
Low

Business Value

High
Prioritized by value

User value

High

Low
Low

Business Value

High
Prioritized by value

User value

High

Low
Low

Business Value

High
Prioritized by value
High

H3

User value

H5

H2

H6

H1

H4

H7

Low
Low

Business Value

High
Just enough to meet the goal
!  How to validate a hypothesis with the least
possible effort?
!  How to avoid that dependen...
I
N
V
E
S
T

ndependent
egotiable
aluable
estimable
mall
estable
I
N
V
E
S
T

ndependent
egotiable
aluable
estimable
mall
estable
I
N
V
E
S
T

ndependent
egotiable
aluable
estimable
mall
estable
Hypothesis are like onions

…
We believe
For…
v e…
Will achie
o w w h e n…
We will kn
Satisfaction

Kano Model

Implementation

Basic

met ≠ J
not met = L
Adapted from: http://en.wikipedia.org/wiki/Kano_mod...
Satisfaction

Kano Model
Performance
met = J
not met = L
Implementation

Basic

met ≠ J
not met = L
Adapted from: http...
Excitement

met = J
not met ≠ L

Satisfaction

Kano Model
Performance
met = J
not met = L
Implementation

Basic

met ≠...
We believe that

building a cabin

a family
er
gainst the weath
tion a
achieve protec
will
e dry
ul when we ar
successf
il...
Provide

Levels of attainment of goals
!   Basic mechanics
!   It is impossible to know if it is doable
before validating ...
Provide

Levels of attainment of goals
!   Basic mechanics
!   It is impossible to know if it is doable
before validating ...
Provide

!   Basic mechanics
!   It is impossible to know if it is doable
before validating this much
!   You need to know...
Provide

!   Basic mechanics
!   It is impossible to know if it is doable
before validating this much
!   You need to know...
Provide

!   Basic mechanics
!   It is impossible to know if it is doable
before validating this much
!   You need to know...
Provide

!   Basic mechanics
!   It is impossible to know if it is doable
before validating this much
!   You need to know...
Deming Cycle
PLAN

ACT

DO

CHECK
Prioritized hypothesis
High

H3

User value

H5

H2

H6

H1

H4

H7

Low
Low

Business Value

High
Priority Matrix

Excel

Satisfy

Provide

H1

H2

H3

H4

H5

H6

H7
Now add stories

Excel

Satisfy

Provide

H1

H2

H3

H4

H5

on
sssspers sony
er
p
ele
ho e n m
s sa ahommelof overthe us...
Priority Matrix

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

Story

S...
A real-world example
Consuming stories

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

Story
...
Consuming stories

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

Story
...
Consuming stories

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

Story
...
Consuming stories
Provide
Satisfy
Excel

Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

Story

Story...
Identifying scope creep

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

...
Identifying scope creep

Excel

Satisfy

Provide

H1
Story

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

...
Small finite increments

Excel

Satisfy

Provide

H1

ü

H2
Story

Story

H3
Story

Story

Story

Story

Story

Story

St...
Small finite increments

Excel

Satisfy

Provide

H1

ü

H2

ü

Story

H3
Story

Story

Story

Story

Story

Story

Stor...
Small finite increments
Provide

Story

Excel

ü

Satisfy

H1

H2

ü

Story

H3
Story

Story

Story

Story

Story

Story...
Small finite increments
Provide

Story

Excel

ü

Satisfy

H1

H2

ü

Story

H3
Story

Story

ü

Story

Story

Story

S...
Small finite increments
Provide

Story

Excel

ü

Satisfy

H1

H2

ü

Story

H3
Story

Story

ü

Story

Story

Story

S...
It works in practice…

Actual product
owner using the
board
The whole team using the board

“It helps a great deal when finding
the most important stories”
Recaptulando...

Questions,
Comments,
Suggestions?
aklaser@thoughtworks.com
@alklaser
lous@thoughtworks.com
about.me/lous
Recaptulando...reading
Further
!  Beyond Good Enough – Darius Kumana (bit.ly/darius_bge)
!  Systemico Model – Barry O’Rill...
Another real-world example
Goal-Based Priorization - Ágiles 2013
Goal-Based Priorization - Ágiles 2013
Goal-Based Priorization - Ágiles 2013
Goal-Based Priorization - Ágiles 2013
Goal-Based Priorization - Ágiles 2013
Goal-Based Priorization - Ágiles 2013
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Talk about goal-based priorization presented with Lourenço Soares at Agiles 2013, in Lima, Peru.

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Goal-Based Priorization - Ágiles 2013

  1. 1. Goal-based Priorization Lourenço P. Soares | Alexandre Klaser
  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. Effort aligned to business goals Independent streams of work Just enough to meet the goal
  9. 9. Recaptulando... ed as -b oal ation G riz io Pr
  10. 10. Effort aligned to business goals !  What’s the expected result when we implement a given functionality? !  How can we guarantee we are doing what must be done? http://www.flickr.com/photos/morganhh/
  11. 11. ... WE BELIEVE THAT FOR... WILL ACHIEVE... Hypoth esis Mode l N... SUCCESSFUL WHE ARE WE WILL KNOW WE
  12. 12. Once upon a time...
  13. 13. . E T e .. 1IEVThHATg.oal WE BEL FOR... WILL ACHIEVE... protection agains t the weather N... SUCCESSFUL WHE ARE WE WILL KNOW WE
  14. 14. ... WE BELIEVE THAT FOR... WILL ACHIEVE... 2. What we measure protection agains t the weather ... UCCESSFUL WHEN ARE S WE WILL KNOW WE e is dry and the temperatur we are between 15 and 35°C
  15. 15. ... WE BELIEVE THAT FOR... a family WILL ACHIEVE... For whom 3. protection agains t the weather N... SUCCESSFUL WHE ARE WE WILL KNOW WE e is dry and the temperatur we are between 15 and 35°C
  16. 16. ... WE BELIEVE THAT FOR... a family WILL ACHIEVE... building a cabin protection agains t the weather N... SUCCESSFUL WHE ARE WE WILL KNOW WE What we will do 4. e is dry and the temperatur we are between 15 and 35°C
  17. 17. ... WE BELIEVE THAT FOR... a family WILL ACHIEVE... building a cabin protection agains t the weather N... SUCCESSFUL WHE ARE WE WILL KNOW WE e is dry and the temperatur we are between 15 and 35°C
  18. 18. Independent streams of work !  What to do when a hypothesis is wrong or cannot be validated? !  How to prioritize streams of work and maintain business alignment? http://www.flickr.com/photos/elsie/
  19. 19. Multiple hypothesis ... THAT EVE BELI WE .. FOR. .. HEN. UL W SSF CCE LA WIL E SU E AR W KNOW ILL WE W E... HIEV C
  20. 20. Prioritized by value User value High Low Low Business Value High
  21. 21. Prioritized by value User value High Low Low Business Value High
  22. 22. Prioritized by value User value High Low Low Business Value High
  23. 23. Prioritized by value High H3 User value H5 H2 H6 H1 H4 H7 Low Low Business Value High
  24. 24. Just enough to meet the goal !  How to validate a hypothesis with the least possible effort? !  How to avoid that dependency between stories prevent progress in small increments? http://www.flickr.com/photos/pasukaru76/
  25. 25. I N V E S T ndependent egotiable aluable estimable mall estable
  26. 26. I N V E S T ndependent egotiable aluable estimable mall estable
  27. 27. I N V E S T ndependent egotiable aluable estimable mall estable
  28. 28. Hypothesis are like onions … We believe For… v e… Will achie o w w h e n… We will kn
  29. 29. Satisfaction Kano Model Implementation Basic met ≠ J not met = L Adapted from: http://en.wikipedia.org/wiki/Kano_model
  30. 30. Satisfaction Kano Model Performance met = J not met = L Implementation Basic met ≠ J not met = L Adapted from: http://en.wikipedia.org/wiki/Kano_model
  31. 31. Excitement met = J not met ≠ L Satisfaction Kano Model Performance met = J not met = L Implementation Basic met ≠ J not met = L Adapted from: http://en.wikipedia.org/wiki/Kano_model
  32. 32. We believe that building a cabin a family er gainst the weath tion a achieve protec will e dry ul when we ar successf ill know we are we w etween 15 and b e temperature is and th 35°C for
  33. 33. Provide Levels of attainment of goals !   Basic mechanics !   It is impossible to know if it is doable before validating this much !   You need to know it to use it
  34. 34. Provide Levels of attainment of goals !   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...”
  35. 35. Provide !   Basic mechanics !   It is impossible to know if it is doable before validating this much !   You need to know it to use it Satisfy Levels of attainment of goals !   Basic functionality !   Meets user needs !   Anyone with minimum knowledge should be able to use it “It’s a proof of concept... Without this, the experience is broken... I would never go live with only this...”
  36. 36. Provide !   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...” Satisfy Levels of attainment of goals !   Basic functionality !   Meets user needs !   Anyone with minimum knowledge should be able to use it “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...”
  37. 37. Provide !   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...” Satisfy !   Basic functionality !   Meets user needs !   Anyone with minimum knowledge should be able to use it “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...” Excel Levels of attainment of goals !   Diferentiating proposition !   Only the main features of the product should be at this level !   Draw users to the product
  38. 38. Provide !   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...” Satisfy !   Basic functionality !   Meets user needs !   Anyone with minimum knowledge should be able to use it “All of our competitors have it... I would expect it to work... It’s something even my mom would understand...” Excel Levels of attainment of goals !   Diferentiating proposition !   Only the main features of the product should be at this level !   Draw users to the product “Only your product does this... Makes me come back time and time again... Everyone is talking about it...”
  39. 39. Deming Cycle PLAN ACT DO CHECK
  40. 40. Prioritized hypothesis High H3 User value H5 H2 H6 H1 H4 H7 Low Low Business Value High
  41. 41. Priority Matrix Excel Satisfy Provide H1 H2 H3 H4 H5 H6 H7
  42. 42. Now add stories Excel Satisfy Provide H1 H2 H3 H4 H5 on sssspers sony er p ele ho e n m s sa ahommelof overthe usually AA o o a an r ll wwnt ta a wa II et ad heainy sidedon’t lget w in t ess ra r I o othat t I ige dy ha a ns n SS t i r hen nitit is w wwhe H6 H7
  43. 43. Priority Matrix Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  44. 44. A real-world example
  45. 45. Consuming stories Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  46. 46. Consuming stories Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  47. 47. Consuming stories Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  48. 48. Consuming stories Provide Satisfy Excel Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story H4 ^ H1 H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  49. 49. Identifying scope creep Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  50. 50. Identifying scope creep Excel Satisfy Provide H1 Story H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story Story Story Story H4 Story Story Story H5 Story Story H6 Story Story Why is this in scope? Story Story Story Story Story Story Story Story Story H7 Story Story Story
  51. 51. Small finite increments Excel Satisfy Provide H1 ü H2 Story Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  52. 52. Small finite increments Excel Satisfy Provide H1 ü H2 ü Story H3 Story Story Story Story Story Story Story Story Story Story Story H5 Story Story Story Story Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  53. 53. Small finite increments Provide Story Excel ü Satisfy H1 H2 ü Story H3 Story Story Story Story Story Story Story Story Story Story H5 Story Story Story ü Story H4 Story Story Story H6 Story Story Story Story Story Story Story Story Story Story H7 Story Story Story
  54. 54. Small finite increments Provide Story Excel ü Satisfy H1 H2 ü Story H3 Story Story ü Story Story Story Story Story Story Story Story Story Story H4 Story Story H5 Story H6 Story Story tests   Can have functional ü Story Story Story Story Storyoduction Story   Can be deployed in pr ü r experience Story   Can test useStory Story ü Story H7 Story Story Story
  55. 55. Small finite increments Provide Story Excel ü Satisfy H1 H2 ü Story H3 Story Story ü Story Story Story Story Story Story Story Story Story Story H4 Story Story H5 Story H6 Story Story H7 Story Story Story tests   Can have functional ü Story Story Story Story Storyoduction Story   Can be deployed in pr ü r experience Story   Can test useStory Story ü VAL ID LEA ATED RNIN G! Story
  56. 56. It works in practice… Actual product owner using the board
  57. 57. The whole team using the board “It helps a great deal when finding the most important stories”
  58. 58. Recaptulando... Questions, Comments, Suggestions? aklaser@thoughtworks.com @alklaser lous@thoughtworks.com about.me/lous
  59. 59. Recaptulando...reading Further !  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) aklaser@thoughtworks.com @alklaser lous@thoughtworks.com about.me/lous
  60. 60. Another real-world example
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Talk about goal-based priorization presented with Lourenço Soares at Agiles 2013, in Lima, Peru.

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