Products today are released despite the process. Most teams are dealing with a chaotic process that few understand. And yet, every organization is unique—so your planning process should be too. Most organizations need a small number of living documents—fewer than 10—to guide product innovation and provide consistency in process and roles. In this session, we’ll show how to use the Quartz Open Framework canvas to define a nimble planning process that determines which activities, artifacts and roles are necessary in your business. Throw out your existing methods and start again. Create an innovative process that aligns with the agility of your organization.

1. Innovate Your
Planning Process
steve@under10consulting.com
/in/sjohnson717
@sjohnson717

2. Steve Johnson
UNDER10 CONSULTING
Member of the QuartzOpen initiative
Helpful links at u10.me/canvas

3. © 2012-2020 Under10 Consulting
If your process isn’t
achieving its desired
outcomes, then it’s time to
change your process.

4. © 2012-2020 Under10 Consulting
“If you can’t describe what
you are doing as a
process, you don’t know
what you are doing.
W. Edwards Deming
American engineer, statistician and
management consultant focused on quality
Photo courtesy of The W. Edwards Deming Institute®

5. © 2012-2020 Under10 Consulting
!
In a 2020 survey, 47% indicated
that process was the biggest
challenge for product
management in their company.

6. TOP ISSUES in Product
Ad-hoc lifecycle process
Ill-defined product innovation
process
Inconsistent process for managing
product portfolio
Source: Forrester | SiriusDecisions

7. © 2012-2020 Under10 Consulting
Products often get
released through
individual heroics.

8. ?

9. ?

10. © 2012-2020 Under10 Consulting
DESCRIBE & CREATE DELIVER
DISCOVER
?

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DESCRIBE & CREATE DELIVER
DISCOVER
Scrum
LeSS
SoS
Design
Thinking
Story
Mapping
SAFe

12. © 2012-2020 Under10 Consulting
DESCRIBE & CREATE DELIVER
DISCOVER
Scrum
LeSS
SoS
Design
Thinking
Story
Mapping
SAFe

13. © 2012-2020 Under10 Consulting
Yet with today’s methods,
we can create the wrong
product faster than ever.

14. © 2012-2020 Under10 Consulting
“ Simply having a formal process
is itself a best practice.
Robert G. Cooper and Scott J. Edgett, Best Practices in the
Idea-to-Launch Process, April 2012

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?
How would you describe
your product process?

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LEARN LEARN

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MEASURE
BUILD
LEARN
There’s more to
product than
BUILD.

18. © 2012-2020 Under10 Consulting
DESCRIBE
DISCOVER
DELIVER

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DESCRIBE
DISCOVER
DELIVER
Discover
problems to solve
Deliver
solutions to market
Describe
personas and their
problems

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DESCRIBE
DISCOVER
COMMIT
CONNECT
CREATE
DELIVER
Drive business
deliverables
Support the creation
of functionality
Support programs to
increase growth
learn
learn

21. © 2012-2020 Under10 Consulting
DESCRIBE
DISCOVER
COMMIT
CONNECT
CREATE
DELIVER
learn

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23. © 2012-2020 Under10 Consulting

24. © 2012-2020 Under10 Consulting

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Scrum
LeSS
SoS
Design
Thinking
Story
Mapping
Sales
methods
Launch
methods
Marketing
methods

26. © 2012-2020 Under10 Consulting

27. © 2012-2020 Under10 Consulting
“High-growth organizations are twice as
likely as low-growth ones to have and
use standard deliverables in the
innovation and go-to-market process.
Sirius Decisions, 2017

28. © 2012-2020 Under10 Consulting
DISCOVER
COMMIT
CONNECT
DELIVER
DESCRIBE
CREATE
What is your Minimal Viable Process?

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CONNECT
DISCOVER
DELIVER
CREATE
COMMIT
DESCRIBE
Attribution-ShareAlike 4.0 International
Discover
problems
Connect with
the market
Prepare the
organization
Commit to
solve them
Describe
the problems
Design and build
solutions
What’s in your Playbook?

30. © 2012-2020 Under10 Consulting
PRODUCT ACTIVITIES
“Customer”
discovery
Stories and
requirements
Prototype
Feature
Demo
Win/Loss
analysis FAQ
database
RFPs
???
???
???

31. PRODUCT ACTIVITIES

32. © 2012-2020 Under10 Consulting
Use the canvas to define your
standard deliverables for each
phase of the framework
BREAKOUT

33. © 2012-2020 Under10 Consulting
CONNECT
DISCOVER
DELIVER
CREATE
COMMIT
DESCRIBE
Attribution-ShareAlike 4.0 International
Discover
problems
Connect with
the market
Prepare the
organization
Commit to
solve them
Describe
the problems
Design and build
solutions
What’s in your Playbook?

34. © 2012-2020 Under10 Consulting
CONNECT
DISCOVER
DELIVER
CREATE
COMMIT
DESCRIBE
Attribution-ShareAlike 4.0 International
Customer discovery
Problem definition
Opportunity scoring
Product canvas
Launch plan
Sales & channel enablement
Clarify success criteria
Customer success plans
Marketing support
Solution positioning
Launch vision and goals
Go-to-market strategy
Marketing briefing
Market validation
Financial model
Clarify success criteria
Business case or plan
Executive briefing
Personas and problems
Product roadmap
Constraints and alternatives
Development briefing
Prioritize deliverables
Clarify success criteria
Monitor and report
Development support
for Enterprise SaaS

35. © 2012-2020 Under10 Consulting
CONNECT
DISCOVER
DELIVER
CREATE
COMMIT
DESCRIBE
Attribution-ShareAlike 4.0 International
Interview and observe
Isolate problems and personas
Identify competencies with ASPIRE
Brief executive teams
Monitor market feedback
Monitor success metrics
Perform win-loss analysis
Perform process retrospectives
Align launch with market rhythms
Determine launch activities
Use Kanban with prioritized work
Brief go-to-market teams
Create product vision canvas
Calculate Opportunity Score
Get go-ahead for next steps
Describe personas and problems
Define acceptance criteria
Roadmap your initiatives
Brief technical teams
Define success criteria
Use Kanban with prioritized work
Formalize Discovery and Acceptance
Minimize interference and change
The No Chaos process

36. © 2012-2020 Under10 Consulting
CONNECT
DISCOVER
DELIVER
CREATE
COMMIT
DESCRIBE
Attribution-ShareAlike 4.0 International
What’s in your Playbook?

37. © 2012-2020 Under10 Consulting
PRODUCT ACTIVITIES
“Customer”
discovery
Stories and
requirements
Prototype
Feature
Demo
Win/Loss
analysis FAQ
database
RFPs
???
???
???

38. © 2012-2020 Under10 Consulting
Use the canvas to define your
standard deliverables for each
phase of the framework
ASSIGNMENT

39. © 2012-2020 Under10 Consulting
Our goal is to systematically
turn good ideas into
successful products.

40. © 2012-2020 Under10 Consulting
To learn more about
implementing Product Ops
with QuartzOpen, get Turn
Ideas Into Products, available
now on Amazon.
TurnIdeasIntoProducts.info

41. Innovate Your
Planning Process
steve@under10consulting.com
/in/sjohnson717
@sjohnson717