This presentation was used during a workshop I conducted at Converge Pune. This provides a gradual approach to moving from Vision statement to detail requirements without missing details and while ensuring a send of priority and sequence. This is an adaptation of Story Mapping process to suit any development methodology.

1. - Pankaj Kanchankar
CONVERGE
MoviNG FROM VISION TO
REQUIREMENT
- A SOFT landing
- BUSINESS ANALYST/ PROJECT
MANAGER
@pkanchankar

2. For the case study given
At your table write requirements / stories
Exercise (10 mins)

3. Missing the Woods?

4. LETS TRY FOR A SOFT
LANDING

5. PERSONAS, ROLES and goals
What do I want to
do?
How will you support my
goals?
Who am I?
Karen | 30 | secretary |
fashion conscious | lives
in Surbiton| forgetful
“I’m going on holiday to
California tomorrow. I
want to buy travel
insurance”
Quickly help me buy
travel insurance
Enter minimal details |
provide quick quote |
save quote |
comprehensive quote if
interested
Chris | 24 | Student | part
time DJ | lives with
girlfriend | drives
performance car | web
savy
“Car insurance is so
expensive, and getting
someone to quote me
is hard. I want to know
quickly if I’m going to
get a good quote”
Let me download claim
forms | Let me monitor
my claim on-line
Sara | 22 | recruitment
consultant | seeks
advice | internet ‘lingerer’
“I crashed my car on
the way to work.
We’ve swapped
addresses, now to
claim on the
insurance…”
How important
I?

6. PERSONA
Jenny inherited the Debt Chasers business
from her father in 1980. Business has been
steady over the last few years, but now things
seem to be going a bit awry. She is concerned
that at the current rate her pension fund will be
seriously impacted if the business does not
turn around soon. She is also concerned
about the 40 people that she employs – what
will happen to them if the business goes
under.
She has spoken to the bank manager – and if
she can prove that there is a financial case for
investment they would be happy to extend her
a line of credit. Her calculations prove to her
that to make the business profitable she needs
to cut costs by 20%.
Managing Director:
Jenny Polson

7. LETS GET HIGH GROUNDS COVERED
User Goals
What is the Goal/ Objective of this Persona?
What is she trying to achieve?

8. IDENTIFY personas for your case and list
goals of one or two personas
10 Mins

9. LETS GET DOWN A LITTLE INTO THE
DETAILS
Activities
What are the Activities this Persona do to achieve this Goal?
Are these activities –
■ Sequential?
■ Equally important?

10. IDENTIFY ACTIVITIES FOR THE
GOALS IDENTIFIED
10 mins

11. ARE ALL ACTIVITIES
PART OF THE System ?
Any duplicates?

12. LETS GET INTO ALL THE DETAILS…
Tasks
What are the Tasks this Persona do to complete this Activity?
Are these tasks –
■ Sequential?
■ Equally important?
■ Duplicate?

13. IDENTIFY TASKS FOR THESE
ACTIVITIES
10 mins

14. ARE ALL TASKS PART OF OUR
SySTEM?
Any duplicates?

15. NOW!
WRITE REQUIREMENTS…
10 mins

16. WHAT DID WE LEARN?
How does it feel?
Compared to earlier method how is this better?
Did we miss any stories?
Anything else?

17. SAMPLE STORY MAP

18. STORY MAPPING BEST PRACTICES
• Keep stakeholders engaged
• Use Scenarios to drive conversations for Activities and Tasks
• Keep consistent level of detail

19. STORY MAPPING BEST PRACTICES
• Merge personas if activities are similar
• Merge duplicate activities, tasks
• Tasks can lead to one or more Stories / requirements

20. STORY MAPPING BEST PRACTICES
• Follow an order
• Top to bottom for Priority
• Left to Right for Sequence
• User Color codes for Roles, Goals, Activities and Tasks
• Take lots of notes – you will get lot of additional
information
• Even if its out of scope

21. RELEASE PLANNING AND STORY MAP
R #3R #3
R #2R #2
R #1R #1

22. Thank you
thoughtworks.com
Pankaj Kanchankar
pankajk@thoughtworks.com
@pkanchankar