Building the Right Thing with a
Formalized Discovery Process
Presented By:
Anjali Leon
Anjali Leon
Founder and Principal Coach & Consultant at PPL Coach
Co-Creator of the
PPL Agility and Resilience Navigator
• Coach, Workshop Designer & Facilitator, Advisor, Speaker
• Value-driven and Values-based Product, People and Personal Leadership
• Design Thinking, Lean & Agile, Co-Active Coaching
• Founder of Empowering South Florida Women In Agile
• IC Agile Member Org., Game Changer Index Partner Org.
• Clients include: Modernizing Medicine, Alpine ITW, Pearson, UVA,
Office Depot, , Optical Group, AJT Systems, HealthFirst, AmEx
@anjalileon
HOW DO YOU KNOW?
q How satisfied are your users and customers with your
product / service?
q How closely does your product reflect the goals of your
users and customers ?
q What percentage of features of your product / service are
rarely or never used ?
Building
the Right
Thing?
@anjalileon
Learning Objectives
What is
Discovery?
1
Why a
Discovery
Framework?
2
Elements of a
Discovery
Framework
3
Tips for
Discovery at
your
organization
4
@anjalileon
Why is an Agilist talking about
Discovery?
@anjalileon
The Agile Manifesto
We are uncovering better ways of developing software by doing it and
helping others do it.
Through this work we have come to value:
Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
That is, while there is value in the items on the right, we value the items on
the left more.
Agilemanifesto.org
@anjalileon
CUSTOMERSCUSTOMERS
@anjalileon
Create better
OUTCOMES
Create high
quality,
scalable
OUTPUT
@anjalileon
The Business Context
Ø 1000 employee business unit within large, complex organization
Ø Product: Fully online K-12 schools with over 75k full time students
enrolled
Ø Highly competitive business landscape with aggressive growth
goals
Ø Engaged in full re-build of the learning platform
Ø Scaled Agile (SAFe) development framework
@anjalileon
What is Discovery?
A thoughtful, disciplined and creative
approach for the right people to focus on
composing and validating a great
experience for users
@anjalileon
Discovery
Create better
OUTCOMES
Delivery
Create high
quality,
scalable
OUTPUT
@anjalileon
Elements of the Discovery Framework
1
Cross-functional
participation
2
Principles of
Design Thinking
3
Integrate into
existing process
4
Expectations &
Adaptation
@anjalileon
Jake Knapp
Jeff Patton
Teresa Torres Dave Landis
Melissa Perry
Discovery Framework
@anjalileon
1. Cross-Functional Participation
Business
Owner
Business
SME
Vendor
Support
SME
Business
SME
Engineering
SME
Legal SME
Finance
SME
Analytics
Consultant
Extended
Discovery
Team
Product
Manager
UX
Designer
Core
Discovery
Team
@anjalileon
Cross-Functional Team Design
Engineer
Engineer
Engineer
…
Business
Owner
Business
SME
Vendor
Other
Product
Managers
Business
SME
Engineering
SME
Legal SME
Finance
SME
Analytics
Consultant
Extended
Team
Architect
Product
Manager
UX
Designer
Product
Owner
Engg.
QA
Lead
Core
Team
Delivery
Team
Eng.
Manager
Scrum
Master
Critical for continuity of
understanding real need
and intent
@anjalileon
2. Principles
of Design
Thinking
Customer-centric
Challenge assumptions
Value diverse perspectives
Explore multiple solutions
Base decisions on feedback
@anjalileon
24
Design Thinking & Discovery Framework
Tests create
new ideas for
the product
PRODUCT
BACKLOG
IDEAS
Define
Shelve
Understand ValidateIdeate
Empathize Define Ideate Prototype Test
@anjalileon
The Discovery Process
Understand current
functionality
Customer interviews
Identify pain points
and potential
opportunities
Ideate potential
solutions
Create high-level
concept
Create hypothesis
Build prototypes
Get feedback from users
Synthesize Feedback
UNDERSTAND IDEATE VALIDATE DEFINE
Identify Viable Option
Define requirements
Prioritize based on cost
of Delay
@anjalileon
Discovery + Scrum
Empathize
Ideate
Sprint
Review
/ Retrospective
Potentiall
y
Shippable
increment
Product
Backlog
Sprint
execution
Sprint planning
Learn
Validate
Define
Define
Understand
3. Integrate into existing Process
@anjalileon
Discovery (Features)
Portfolio Kanban Program Kanban
Discovery (Epics)
@anjalileon
Integration with the SAFe Framework
Investment in the Right Tools
Internal
Wiki for
Blogging
Online collaboration via MURAL - a game changer!
Everyone can engage
Templates, Virtual stickies and Dot Voting
Video
conferencing
Break out rooms
Recording
Manage artifacts
Manage the process
@anjalileon
4. Clear Expectations & Continuous Adaptation
Clear goal Timebox
Work in
Progress
Limits
Inspect &
Adapt
@anjalileon
BUILD
THE
RIGHT
THING
BUILD
THE
THING
RIGHT
@anjalileon
@anjalileon
Discovery in your Organization?
Get an internal sponsor
Make discovery a priority
Be strategic and intentional about discovery
Involve customer in the process of co-creation
Invest in the right tools and training
Make it your own
@anjalileon
Anjali Leon
Agility Coach, Educator & Strategic Advisor
Founder and Principal, PPL Coach
Founder of Empowering South Florida Women in Agile
www.ppl-coach.com
Email: aleon@ppl-coach.com
@anjalileon
@anjalileon
QUESTIONS?
@anjalileon

Build the Right Thing with a Formalized Discovery Process

  • 1.
    Building the RightThing with a Formalized Discovery Process Presented By: Anjali Leon
  • 2.
    Anjali Leon Founder andPrincipal Coach & Consultant at PPL Coach Co-Creator of the PPL Agility and Resilience Navigator • Coach, Workshop Designer & Facilitator, Advisor, Speaker • Value-driven and Values-based Product, People and Personal Leadership • Design Thinking, Lean & Agile, Co-Active Coaching • Founder of Empowering South Florida Women In Agile • IC Agile Member Org., Game Changer Index Partner Org. • Clients include: Modernizing Medicine, Alpine ITW, Pearson, UVA, Office Depot, , Optical Group, AJT Systems, HealthFirst, AmEx @anjalileon
  • 5.
    HOW DO YOUKNOW? q How satisfied are your users and customers with your product / service? q How closely does your product reflect the goals of your users and customers ? q What percentage of features of your product / service are rarely or never used ? Building the Right Thing? @anjalileon
  • 6.
    Learning Objectives What is Discovery? 1 Whya Discovery Framework? 2 Elements of a Discovery Framework 3 Tips for Discovery at your organization 4 @anjalileon
  • 7.
    Why is anAgilist talking about Discovery? @anjalileon
  • 8.
    The Agile Manifesto Weare uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan That is, while there is value in the items on the right, we value the items on the left more. Agilemanifesto.org @anjalileon
  • 9.
  • 10.
  • 12.
    The Business Context Ø1000 employee business unit within large, complex organization Ø Product: Fully online K-12 schools with over 75k full time students enrolled Ø Highly competitive business landscape with aggressive growth goals Ø Engaged in full re-build of the learning platform Ø Scaled Agile (SAFe) development framework @anjalileon
  • 13.
    What is Discovery? Athoughtful, disciplined and creative approach for the right people to focus on composing and validating a great experience for users @anjalileon
  • 14.
  • 15.
    Elements of theDiscovery Framework 1 Cross-functional participation 2 Principles of Design Thinking 3 Integrate into existing process 4 Expectations & Adaptation @anjalileon
  • 16.
    Jake Knapp Jeff Patton TeresaTorres Dave Landis Melissa Perry Discovery Framework @anjalileon
  • 17.
    1. Cross-Functional Participation Business Owner Business SME Vendor Support SME Business SME Engineering SME LegalSME Finance SME Analytics Consultant Extended Discovery Team Product Manager UX Designer Core Discovery Team @anjalileon
  • 18.
    Cross-Functional Team Design Engineer Engineer Engineer … Business Owner Business SME Vendor Other Product Managers Business SME Engineering SME LegalSME Finance SME Analytics Consultant Extended Team Architect Product Manager UX Designer Product Owner Engg. QA Lead Core Team Delivery Team Eng. Manager Scrum Master Critical for continuity of understanding real need and intent @anjalileon
  • 19.
    2. Principles of Design Thinking Customer-centric Challengeassumptions Value diverse perspectives Explore multiple solutions Base decisions on feedback @anjalileon
  • 20.
    24 Design Thinking &Discovery Framework Tests create new ideas for the product PRODUCT BACKLOG IDEAS Define Shelve Understand ValidateIdeate Empathize Define Ideate Prototype Test @anjalileon
  • 21.
    The Discovery Process Understandcurrent functionality Customer interviews Identify pain points and potential opportunities Ideate potential solutions Create high-level concept Create hypothesis Build prototypes Get feedback from users Synthesize Feedback UNDERSTAND IDEATE VALIDATE DEFINE Identify Viable Option Define requirements Prioritize based on cost of Delay @anjalileon
  • 22.
    Discovery + Scrum Empathize Ideate Sprint Review /Retrospective Potentiall y Shippable increment Product Backlog Sprint execution Sprint planning Learn Validate Define Define Understand 3. Integrate into existing Process @anjalileon
  • 23.
    Discovery (Features) Portfolio KanbanProgram Kanban Discovery (Epics) @anjalileon Integration with the SAFe Framework
  • 24.
    Investment in theRight Tools Internal Wiki for Blogging Online collaboration via MURAL - a game changer! Everyone can engage Templates, Virtual stickies and Dot Voting Video conferencing Break out rooms Recording Manage artifacts Manage the process @anjalileon
  • 25.
    4. Clear Expectations& Continuous Adaptation Clear goal Timebox Work in Progress Limits Inspect & Adapt @anjalileon
  • 26.
  • 27.
  • 28.
    Discovery in yourOrganization? Get an internal sponsor Make discovery a priority Be strategic and intentional about discovery Involve customer in the process of co-creation Invest in the right tools and training Make it your own @anjalileon
  • 29.
    Anjali Leon Agility Coach,Educator & Strategic Advisor Founder and Principal, PPL Coach Founder of Empowering South Florida Women in Agile www.ppl-coach.com Email: aleon@ppl-coach.com @anjalileon @anjalileon
  • 30.