The document discusses strategies for aligning roadmap planning with agile methods, focusing on details such as prioritization metrics, planning timelines, and communication tools. It emphasizes the importance of balancing business value against development complexity and outlines various methods for managing and prioritizing backlogs, such as the MoSCoW analysis and Kano model. Additionally, it includes polls to gauge participant challenges and tools used in the process.

1. Tying Roadmap Strategy to
Agile Planning

2. Today’s Speakers
Andre Theus
Director of Marketing
Jim Semick
Founder / Chief Strategist
MODERATORPRESENTER

3. Themes
1. What level of detail?
2. Metrics for prioritization
3. Planning Timelines & Methods
4. Communication / Transparency
5. Tools

4. Poll 1: Who is joining us today?

5. Overview

6. Strategy vs. Execution
THE ROADMAP THE BACKLOG
Think big initiatives, themes or epics Think tasks or “stories”

7. Strategy vs. Execution
The Roadmap The Backlog
Big Picture Detailed
Longer term horizon Shorter term horizon
No dates / rough dates Often has dates
Communication focus Execution focus
Prioritize less often Prioritize frequently
High-level estimates Granular estimates
Communication Tools:
ProductPlan, PowerPoint
Project Mgmt. Tools: JIRA, Pivotal
Tracker, Spreadsheets

8. It’s All About Strategy
Roadmap Prioritization Backlog Prioritization
Specifics not known yet Details typically known
Based on strategic goals Dev order not yet known
Prioritization based on many factors:
• E.g. customer value, competitive
differentiation, development effort,
support cost, risk, business goals,
stakeholder needs
Prioritization based on fewer factors:
• E.g. customer value, story points,
available resources

9. Poll 2: What roadmap prioritization
challenges do you have?

10. Strategies for Prioritizing
Your Roadmap

11. Weigh business value against complexity to implement.
Value vs. Effort Model

12. Score initiatives based on value versus cost.
Weighted Scoring

13. Prioritize customer delight versus type of feature.
Kano Model

14. Poll 3: What agile methods do you practice?

15. Executing Your Roadmap:
Prioritizing Your Agile Backlog
(whether you are Scrum, Kanban, XP, or whatever)

16. Agile = Iterative Development
Source: Jeff Patton
Release 1 Release 2 Release 3

17. Customer Value vs. Dev Effort - These
All Work

18. Story Mapping

19. MoSCoW Analysis
• Must have
• Should have if possible
• Could have if possible
• Won’t have at this time
(but would like in the future)

20. Release Themes
Group and order stories together.
• “Increase shopping cart completion”
• “Technical debt release”
• “Improve website performance"

21. Poll 4: What tools do you use to manage
the backlog?

22. Tying the Roadmap and Backlog
Together

24. Questions?
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productplan.com/blog
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25. Thank You!
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