Using Flow-based
Roadmaps & Options
Cat Swetel & Matt Barcomb
@catswetel @mattbarcomb
How we’ll spend our time
Flow-based roadmapping
Options thinking
Example metrics
How it usually starts
How it usually ends
Planning for
mass construction
How much will it cost?
When will it be done?
Planning for
research & development
Should we start?
Should we keep going?
Routine
manufacturing
Complex
manufacturing
Physical
product dev.
Spectrum of
knowable stuff
Scientific
research
Mass
construction
Software
product dev.
Enterprise
ERP impl.
How knowable is the domain
Known responses to unknowns
Relationship between
cause & effect
Shift the focus
Primarily focus on
understanding benefit.
Evaluate risk and
opportunity costs.
Learn just enough about
costs to choose to start.
Team	
  A
Team	
  B
A starting structure
Team	
  A
Team	
  B
Readiness
Support
Readiness & Support
Team	
  A
Team	
  B
Readiness
Infras
On	
  
Horizon
Coming	
  
Soon
Up	
  
Next
Current	
  
Goal
In	
  
Use
Time-based flow
Team	
  A
Team	
  B
Readiness
Infras
On	
  
Horizon
Coming	
  
Soon
Up	
  
Next
Current	
  
Goal
In	
  
Use
HBD
Here be dragons!
Team	
  A
Team	
  B
Readiness
Infras
On	
  
Horizon
Coming	
  
Soon
Up	
  
Next
Current	
  
Goal
In	
  
Use
HBD
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
Define explicit policies
Team	
  A
Team	
  B
Readiness
Infras
On	
  
Horizon
Coming	
  
Soon
Up	
  
Next
Current	
  
Goal
In	
  
Use
HBD
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
things we do
now and again
for reasons
12 22
Limit work in progress
Cadence and
Roadmap structure
Your business
Your industry
Your market
But what goes IN
a flow-based roadmap?
Projects
Features
OPTIONS!
MVPs
Epics
Framing
an option
Option	
  Name:
Testable	
  Customer	
  &	
  Problem	
  Hypothesis:
Measurable	
  Organizational	
  Benefit:
Results	
  &	
  Measures: Starting/Stopping	
  Triggers:
Assumptions	
  &	
  Dependencies:
Your roadmap
as options
Like a sales
funnel
Farther down
in the funnel,
greater
investment
Your roadmap
as options
IDEATION
PROTOTYPE
PILOT
PRODUCTION
-­‐Not	
  yet	
  validated	
  
-­‐Future
-­‐Validated	
  
-­‐Now
Information
Value of
Options
Tomorrow’s
Core Business
Today’s Core
Business
Keep the
lights on
Focus
Low risk
Big investment
Lots of small,
high risk/high
reward bets
Pay less to
obtain
information
early
70 / 20 / 10
Time:
70% core business
20% related
projects
10% unrelated to
core business
Options
MVPs/Projects are options
triggers: starting/stopping heuristics (context, events,
rules of thumb)
information value of options
Options:
start/stop
heuristics
Starting or Stopping Triggers
- duration - seasonality
- stakeholder feedback - govt. policy
- major biz activity - competition shift
- media/PR event - market shift
- technology shift - employee shift
- major social incident - better options
Cadence for
Reviewing
Options
Roadmap metrics:
cost of delay
How much would you pay for
more time?
How long will the option
have value, and at what
rate does the value decay?
Roadmap metrics
Roadmap metrics
Cycle Time and/or
Lead Time
Lead	
  Time
Cycle	
  Time
Team	
  A
Team	
  B
Readiness
Infras
On	
  
Horizon
Coming	
  
Soon
Up	
  
Next
Current	
  
Goal
In	
  
Use
HBD
DISCLAIMER:	
  This	
  is	
  just	
  an	
  example.	
  
Roadmap metrics:
churn
VALIDATED
INVALIDATED
NOT	
  YET	
  
VALIDATED
Roadmap metrics:
risk and experimentation
Transitioning to flow-based roadmaps
Starting a flow-based roadmap
Framing options
Information value of options
Metrics and measures for roadmaps
What we covered
Questions?
Cat Swetel Matt Barcomb
@catswetel @mattbarcomb

Using Flow-based Road Mapping & Options