Presented by Steven Steiner

1. 1
Solving the
Planning Puzzle
Steven Steiner - June 6, 2017
Execute your next project with ease!

2. The interwebs are confusing.

3. Who is this guy?

4. COLLECT
CLARIFY
CONNECT
COMMUNICATE4C

5. COLLECT
What is a requirement?

7. Down to business.

9. Oh Geez.

10. There’s got to be a better way!

11. CLARIFY
What are the details?
How do we define them?

12. Original
Requirement

13. Original
Requirement
#OctagonOfRequirements

14. 1. Requirement ID
2. Short Name
4. Type5. Owner
6. Level of Effort
(LOE)
7. Priority
8. Rank
3. Dependencies
Original
Requirement
#OctagonOfRequirements

15. How do we find
all of these values?

16. CONNECT
Which requirements go together?
What clusters do they create?

17. Types of
Connections
Similar Requirements
Level of Effort
Priority
Impact
Dependencies
…

18. Laying it all out there.

19. November 2016 January 2017December 2016 March 2017February 2017
Strategic Planning tasks will be focused on identifying the content and taxonomy to support the initial DC Portal launch. Once these
DC Portal tasks are complete, deliverables from this work stream will be integrated into the main .org effort.
Content to Keep
• 770 Plan & Execute Content Audit
• 170 Create final list of content types
• 480 Articles & Magazines in DC Portal
Taxonomy
• 1180 Define vocabulary
• 760 Develop and apply naming standards
• 290 Define date value(s) to be used for content
• 1170 Test validity of Taxonomy
STRATEGIC PLANNING DETAIL
Tagging
• 1910 Categorize Magazine Content
• 1210 Add metadata for content
Remaining DC Portal Requirements
• 1980 Portal specific login experience
• 160 Strategy around using Blogs
• 1140 Ability to browse resources
• 1420 Ad Keyword Targeting
• 2010 Measure success of content
• 1970 Spread word about new content
• 1900 User submitted content ideas
• 1950 Specialty-specific landing pages
Key Resources
• Content Strategist
• UX Lead
• Technical Lead
Oversight
• Creative Lead
• Business Analyst
• Data Analyst
Development Workflow
• Planning for pushing code from Burns to MGMA
environment
• MGMA development roles
STRATEGIC PLANNING
Content
to Keep
Partial
Taxonomy
Assigning
Tags
Remaining DC Portal Requirements
Dev Workflow and
code ownership
Estimated DC
Portal Release

20. [EXAMPLE OF JIRA BOARD]

21. COMMUNICATE
Who needs to know what?
When do they need to know it?

22. Communication
Methods
• Project Plan
• Research Findings
• User Flows
• Content Architecture
Project Plans
Personas
User Flows
Site Maps
Wireframes
Functional Reqs
Creative Designs
…

24. November 2016 January 2017December 2016 March 2017February 2017
ENHANCE AND OPTIMIZE
Sitemap Core Wireframes
SITE MAP AND WIREFRAMES
Creative Design
CREATIVE DESIGN
Kentico Development
QA
DEVELOPMENT AND TESTING
Content
to Keep
Partial
Taxonomy
Assigning
Tags
Remaining DC Portal Requirements
STRATEGIC PLANNING
DC Portal Focus
Main .org Effort
Brand Exploration
Enhance &
Optimize
DIGITAL CONNECTION PORTAL - MINIMUM VIABLE PRODUCT RELEASE
Kentico Configuration
Dev Workflow and
code ownership
QA Prep
Functional Specification
Estimated DC
Portal Release
Holiday
Break

25. “I think I am going to buy my
daughter a Kindle for Christmas”
34.5%
57 years old
Meet Phil
Married
College
Graduate
Full Time
Career
$95K Annual
Income
Phil is an outgoing, career oriented, adventurous aging adult.
He currently occupies his time with work and family
obligations with only minimal time available for his own
interests. His wife is a career mom, his son is about to
graduate high school and his daughter is in her second year
at an in-state university.
Phil likes to stay informed and constantly try and improve
his mental state. He is very adept to maximizing his free
time with pursuing information that is relevant and valuable
to his life and long term life decisions.
Most of Phil’s free time is taken up by work and family. So he has
become very efficient at finding time for himself. He attempts to
regularly work out at the gym, but finding time to do so has become
more and more difficult.
Phil enjoys sports, reading and going to the theater to see movies
with his family. He values his free time greatly, since his career
consumes much of his daily life. This consumption of his time
makes Phil value escapism activities such as vacation, travel and
dinner out with the family. Therefore always getting the greatest
amount of value from the time spent in his free time.
Background Interests
Concerns
Phil is fairly confident that he is doing the right thing with his
retirement. But, given today’s current US financial and
healthcare state, he worries about the future.
2 Kids
Digital Connectivity
Phil spends most of his internet connectivity time at work with the
few minutes he has free. But, he does own a tablet and a smart
phone which allows him to “quick” view points of interest online.
Devices in UsePriorities & Concerns Interests
Basic Profile Information

28. # Name Requirement Interaction Note
1 Message
Widget
Quickly see recent
messages and
alerts
Opens message
in applicable
location
2 My Favorites Easily access
favorites
Links go to
applicable pages
3 Assessment
Results
Summary of
specific
assessment

33. COLLECT
CLARIFY
CONNECT
COMMUNICATE4C

34. Thanks for your time!

35. 42
Thank YOU!
Steven Steiner - steven.steiner@icfolson.com