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The 10 Step Model for
Agile Requirements

ACCU Conference 2011                       allan kelly
                           http://www.allankelly.net
Oxford
                               Twitter: allankellynet

                             Software Strategy Ltd.
                  http://www.softwarestrategy.co.uk
Allan Kelly

  •  Training & Coaching for Agile
     adoption and deepening
  •  Author:
     •  Changing Software Development:
        Learning to be Agile, Wiley 2008.


                                                     33 Business Strategy
                        97 Things Every Programmer   Patterns for Software
                         Should Know, Henney, 2010         Creators
                 Context Encapsulation in Pattern
                 Languages of Program Design
                 volume 5, 2006



www.softwarestrategy.co.uk                                                   2
How do you do requirements in Agile?
                              Gee, I thought
                              everyone knew
                                  that….


                                               Actually, there’s
                              User              more to it than
                                                     that…
                             Stories!

www.softwarestrategy.co.uk                                         3
And what about
     Stakeholders and                User Stories
     CUSTOMERS ?
                                                Where’s the
                Aren’t personas in
                                              Business value?
                here somewhere?
                    Where do roles
                     come from?
                                     What are reasonable
                                     actions and reasons?



                     As a <Role>
                     I can <Action>
                     So That <Reason>
www.softwarestrategy.co.uk                                      44
There is more to Requirements then User Stories




www.softwarestrategy.co.uk                           5
In the beginning….




                             There is work to do




www.softwarestrategy.co.uk                         6
Work needs
                         doing


       Product                      Project
                                              New thing
      (Maintenance)
                                              Start & end
   Enhancements to                            dates
   something that exists                      New team
   Team exists                                       Goal
   Thing exists                                      driven

                 Salami slice

www.softwarestrategy.co.uk                     7            7
Salami Agile

   Interface Agile team to
   traditional organization
   •  Limited Agile
   •  Limit change risk   1.  Big up front requirements,
   •  Limited benefits        design, estimation, etc.
                          2.  Iterations
                   Comfort food…    •    Slice off requirement
                   appearance of
                     normality;     •    Implement (Deliverable)
                    can roll with   •    Repeat
                    changes…
                   But more work

www.softwarestrategy.co.uk                                         8
Goal directed projects

   •  Business case sets out objective
        •  Not a shopping list of features
   •  How goal is achieved is part of the
                                                   Increase online
      work                                          sales by 10%
        •  Research, experimentation
   •  Governance based on
        •  Progress against goal
        •  And future potential
                                             Reduce customer churn by
                                              5% [by improving CRM
                                                     system]


www.softwarestrategy.co.uk                              9            9
Goal directed: Start with Output

     •  Only outputs have value
          •  Decide what you are trying to achieve
          •  Find inputs to create outputs




                               Work back - Find inputs
                                needed to reach goal


          Inputs             Inputs build


www.softwarestrategy.co.uk                               10   10
Take your pick…           Project

                                       Goal
                                       Directed
     Salami
     Agile                             Agile




www.softwarestrategy.co.uk                        11
Agile 10 step

     1.     Objective
     2.     Stakeholders
     3.     Vision
     4.     Roles
     5.     Personas
     6.     User Stories
     7.     Acceptance Tests
     8.     Development
     9.     Delivery
     10.    Value check



www.softwarestrategy.co.uk     12   12
Stakeholders
                             From above: What is the goal?
     10 Step                 Why are we doing this?
                             Who are the stakeholders?
   1.     Objective          What is success to them?
   2.     Stakeholders
                             Team’s Vision for the solution
   3.     Vision




                                                                    Roles
   4.     Roles              Who will use the system?
   5.     Personas
                             Key Personas
   6.     User Stories




                                                                    Personas
   7.     Acceptance Tests      How do we know we
   8.     Development           are done?

   9.     Delivery           Close the loop:
   10.    Value check        • Progress against objective
                             • Value delivered?               Who are the
                             • Should we continue?             customers?
                                                              How are they
www.softwarestrategy.co.uk                                    segmented?           13
Put a man on the
   Objective – why?                          moon and return
                                               him safely…
                  I have a dream…
   Is NOT…                          Could be…
   •  Requirements document         •  Mission statement
   •  Shopping list                 •  Marketing brief
   •  Technical                     •  Market opportunity
                                       assessment
       Beat Xerox                   •  Project Initiation
    Cannon
                                       Document

          Encircle Caterpillar
     Komatsu


www.softwarestrategy.co.uk
Objective

     •  A reason to start       •  A reason to stop
          •  Start thinking       •  Measure of success
          •  Gather resources   •  How do you know
                                   you are done?
                                  •  Measure progress
                                     against objective




www.softwarestrategy.co.uk
Stakeholders
                Stakeholder: Any person or
               organizational group with an
               interest in, or ability to affect,
              the system or its environment

                                         Stakeholder: Human or other
                                          legal entity (company etc.)
    Gilb, Competitive Engineering,        playing a system role and
    2005                              thereby having a valid interest in
                                        the development of the system
                                      or product. Subclasses include:
                                            beneficiaries; operator;
     Alexander & Beus-Dukic,
                                       regulator; negative stakeholder.
     Discovering Requirements, 2009

www.softwarestrategy.co.uk                                16               16
Stakeholders


       The process of working effectively
       with stakeholders has three major
       steps:
       •  Stakeholder identification
       •  Stakeholder analysts
       •  Stakeholder management

                                    Candle, Paul & Turner, Business
                                    Analysis Techniques, 2010




www.softwarestrategy.co.uk                    17                      17
Stakeholders & Stakeholders


                             Stakeholders



       Internal                               External
    Stakeholders                            Stakeholders



                                                   Regulators,
                                  Customers
                                                     etc….
www.softwarestrategy.co.uk                                       18
Stakeholders have goals too

   Might be aligned with your project
        •  Or might be a little different




                                              oal
                       lde   rA
                  keho
            Sta
                               roje      ct g
                             P
                                  er C
                     Stakehold




www.softwarestrategy.co.uk                          19   19
All customers are not
          equal… segment!




www.softwarestrategy.co.uk      20
Vision

     •  How are you going to meet the
        objective?
     •  The answer to the stakeholders needs
     •  Something you can build




www.softwarestrategy.co.uk                     21
Stakeholders
     • The work can deliver benefits to many
     stakeholder
     • Some stakeholders are interested
     even if the work has no direct value to
     them

     Roles
     • Only some of the stakeholders will
     interact directly with the system
     • All roles are stakeholders but not all
     stakeholders have roles


     Personas
     • Add depth of understanding about
     roles
     • Different personas to the fore at
     different times (iterations/releases)

www.softwarestrategy.co.uk                      22   22
The middle bit…

     •  Acceptance test
     •  Development
          •  Product Backlog
          •  Sprints           Not today, thank you
          •  …
     •  Delivery




www.softwarestrategy.co.uk
Value – did we make a difference?

     •  Delivery technology “fix”
          •  But fixes wrong problem
          •  Fix technology but not the process
     •  Deliver great software
          •  But nobody uses it
     •  Deliver what was asked for
          •  Not what was needed
          •  Doesn’t get used to the full



                             Delivery is only the start…..

www.softwarestrategy.co.uk                                   24
Mind the Gap

     •  Value delivered not the same as value
        recognized
          •  Software delivered may never be used: $0 value
          Or
          •  More useful then expected: +$$$ value




www.softwarestrategy.co.uk                                    25
Question time


   •  Do you…
        •  Adequately identify and quantify the
           benefits of IT projects?
        •  Overstate benefits in order to obtain
           funding?
        •  Adequately review and evaluate
           completed projects?




www.softwarestrategy.co.uk                         26
The truth about project evaluation

     •  70% believe they are failing to identify and quantify
        the benefits adequately
     •  38% openly admit they overstate the benefits in
        order to obtain funding
     •  80% report that the review and evaluation of
        completed projects is also inadequate
         •  due to the focus on whether the project achieved cost, time
            and quality objectives and not on whether the intended
            benefits were realized.


    Survey of 100 IT/IS &       Delivering value from IS and IT investments, John Ward,
                                Cranfield School of Management, 2006
    Business managers in
                                http://www.som.cranfield.ac.uk/som/dinamic-content/
    UK and Benelux, 2006        research/documents/deliveringvaluereport.pdf


www.softwarestrategy.co.uk                                          27                    27
Stakeholders define value




   •  Benefit is value delivered to stakeholders
        •  So, you need to know who the stakeholders are to determine
           value
   •  How do you measure benefit?
        •  Ask the stakeholders!

www.softwarestrategy.co.uk                              28              28
Business Practices that Enhance
     Productivity
     Getting the most from IT requires:
     1.  Move from analogue to digital processes
     2.  Open information access
     3.  Empower the employees
     4.  Use performance-based incentives
     5.  Invest in corporate culture
     6.  Recruit the right people
     7.  Invest in human capital
                                                       Source: Wired for
                                                             Innovation,
                                               Brynjolfsson & Saunders,
                                                                   2010

www.softwarestrategy.co.uk                     29                    29
Another view




www.softwarestrategy.co.uk   30
Agile 10 step

     •  A process?
          •  Maybe
     •  A check list?
          •  Maybe
     •  Link it all together?
          •  Hopefully!
     •  What do you think?
          •  Give you insights?
          •  Give you ideas?




www.softwarestrategy.co.uk        31   31
Summary


   •  More to requirements than User
      Stories
   •  Choose
        •  Salami Agile or,
        •  Goal Directed
   •  Agile 10 Step
                              Thank you!
   •  Evaluate!               Allan Kelly – allan@allankelly.net
                              http://www.allankelly.net
                              http://www.softwarestrategy.co.uk
                              http://blog.allankelly.net
                              Twitter: allankellynet
www.softwarestrategy.co.uk                                         32

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Agile 10 Step Story Model

  • 1. The 10 Step Model for Agile Requirements ACCU Conference 2011 allan kelly http://www.allankelly.net Oxford Twitter: allankellynet Software Strategy Ltd. http://www.softwarestrategy.co.uk
  • 2. Allan Kelly •  Training & Coaching for Agile adoption and deepening •  Author: •  Changing Software Development: Learning to be Agile, Wiley 2008. 33 Business Strategy 97 Things Every Programmer Patterns for Software Should Know, Henney, 2010 Creators Context Encapsulation in Pattern Languages of Program Design volume 5, 2006 www.softwarestrategy.co.uk 2
  • 3. How do you do requirements in Agile? Gee, I thought everyone knew that…. Actually, there’s User more to it than that… Stories! www.softwarestrategy.co.uk 3
  • 4. And what about Stakeholders and User Stories CUSTOMERS ? Where’s the Aren’t personas in Business value? here somewhere? Where do roles come from? What are reasonable actions and reasons? As a <Role> I can <Action> So That <Reason> www.softwarestrategy.co.uk 44
  • 5. There is more to Requirements then User Stories www.softwarestrategy.co.uk 5
  • 6. In the beginning…. There is work to do www.softwarestrategy.co.uk 6
  • 7. Work needs doing Product Project New thing (Maintenance) Start & end Enhancements to dates something that exists New team Team exists Goal Thing exists driven Salami slice www.softwarestrategy.co.uk 7 7
  • 8. Salami Agile Interface Agile team to traditional organization •  Limited Agile •  Limit change risk 1.  Big up front requirements, •  Limited benefits design, estimation, etc. 2.  Iterations Comfort food… •  Slice off requirement appearance of normality; •  Implement (Deliverable) can roll with •  Repeat changes… But more work www.softwarestrategy.co.uk 8
  • 9. Goal directed projects •  Business case sets out objective •  Not a shopping list of features •  How goal is achieved is part of the Increase online work sales by 10% •  Research, experimentation •  Governance based on •  Progress against goal •  And future potential Reduce customer churn by 5% [by improving CRM system] www.softwarestrategy.co.uk 9 9
  • 10. Goal directed: Start with Output •  Only outputs have value •  Decide what you are trying to achieve •  Find inputs to create outputs Work back - Find inputs needed to reach goal Inputs Inputs build www.softwarestrategy.co.uk 10 10
  • 11. Take your pick… Project Goal Directed Salami Agile Agile www.softwarestrategy.co.uk 11
  • 12. Agile 10 step 1.  Objective 2.  Stakeholders 3.  Vision 4.  Roles 5.  Personas 6.  User Stories 7.  Acceptance Tests 8.  Development 9.  Delivery 10.  Value check www.softwarestrategy.co.uk 12 12
  • 13. Stakeholders From above: What is the goal? 10 Step Why are we doing this? Who are the stakeholders? 1.  Objective What is success to them? 2.  Stakeholders Team’s Vision for the solution 3.  Vision Roles 4.  Roles Who will use the system? 5.  Personas Key Personas 6.  User Stories Personas 7.  Acceptance Tests How do we know we 8.  Development are done? 9.  Delivery Close the loop: 10.  Value check • Progress against objective • Value delivered? Who are the • Should we continue? customers? How are they www.softwarestrategy.co.uk segmented? 13
  • 14. Put a man on the Objective – why? moon and return him safely… I have a dream… Is NOT… Could be… •  Requirements document •  Mission statement •  Shopping list •  Marketing brief •  Technical •  Market opportunity assessment Beat Xerox •  Project Initiation Cannon Document Encircle Caterpillar Komatsu www.softwarestrategy.co.uk
  • 15. Objective •  A reason to start •  A reason to stop •  Start thinking •  Measure of success •  Gather resources •  How do you know you are done? •  Measure progress against objective www.softwarestrategy.co.uk
  • 16. Stakeholders Stakeholder: Any person or organizational group with an interest in, or ability to affect, the system or its environment Stakeholder: Human or other legal entity (company etc.) Gilb, Competitive Engineering, playing a system role and 2005 thereby having a valid interest in the development of the system or product. Subclasses include: beneficiaries; operator; Alexander & Beus-Dukic, regulator; negative stakeholder. Discovering Requirements, 2009 www.softwarestrategy.co.uk 16 16
  • 17. Stakeholders The process of working effectively with stakeholders has three major steps: •  Stakeholder identification •  Stakeholder analysts •  Stakeholder management Candle, Paul & Turner, Business Analysis Techniques, 2010 www.softwarestrategy.co.uk 17 17
  • 18. Stakeholders & Stakeholders Stakeholders Internal External Stakeholders Stakeholders Regulators, Customers etc…. www.softwarestrategy.co.uk 18
  • 19. Stakeholders have goals too Might be aligned with your project •  Or might be a little different oal lde rA keho Sta roje ct g P er C Stakehold www.softwarestrategy.co.uk 19 19
  • 20. All customers are not equal… segment! www.softwarestrategy.co.uk 20
  • 21. Vision •  How are you going to meet the objective? •  The answer to the stakeholders needs •  Something you can build www.softwarestrategy.co.uk 21
  • 22. Stakeholders • The work can deliver benefits to many stakeholder • Some stakeholders are interested even if the work has no direct value to them Roles • Only some of the stakeholders will interact directly with the system • All roles are stakeholders but not all stakeholders have roles Personas • Add depth of understanding about roles • Different personas to the fore at different times (iterations/releases) www.softwarestrategy.co.uk 22 22
  • 23. The middle bit… •  Acceptance test •  Development •  Product Backlog •  Sprints Not today, thank you •  … •  Delivery www.softwarestrategy.co.uk
  • 24. Value – did we make a difference? •  Delivery technology “fix” •  But fixes wrong problem •  Fix technology but not the process •  Deliver great software •  But nobody uses it •  Deliver what was asked for •  Not what was needed •  Doesn’t get used to the full Delivery is only the start….. www.softwarestrategy.co.uk 24
  • 25. Mind the Gap •  Value delivered not the same as value recognized •  Software delivered may never be used: $0 value Or •  More useful then expected: +$$$ value www.softwarestrategy.co.uk 25
  • 26. Question time •  Do you… •  Adequately identify and quantify the benefits of IT projects? •  Overstate benefits in order to obtain funding? •  Adequately review and evaluate completed projects? www.softwarestrategy.co.uk 26
  • 27. The truth about project evaluation •  70% believe they are failing to identify and quantify the benefits adequately •  38% openly admit they overstate the benefits in order to obtain funding •  80% report that the review and evaluation of completed projects is also inadequate •  due to the focus on whether the project achieved cost, time and quality objectives and not on whether the intended benefits were realized. Survey of 100 IT/IS & Delivering value from IS and IT investments, John Ward, Cranfield School of Management, 2006 Business managers in http://www.som.cranfield.ac.uk/som/dinamic-content/ UK and Benelux, 2006 research/documents/deliveringvaluereport.pdf www.softwarestrategy.co.uk 27 27
  • 28. Stakeholders define value •  Benefit is value delivered to stakeholders •  So, you need to know who the stakeholders are to determine value •  How do you measure benefit? •  Ask the stakeholders! www.softwarestrategy.co.uk 28 28
  • 29. Business Practices that Enhance Productivity Getting the most from IT requires: 1.  Move from analogue to digital processes 2.  Open information access 3.  Empower the employees 4.  Use performance-based incentives 5.  Invest in corporate culture 6.  Recruit the right people 7.  Invest in human capital Source: Wired for Innovation, Brynjolfsson & Saunders, 2010 www.softwarestrategy.co.uk 29 29
  • 31. Agile 10 step •  A process? •  Maybe •  A check list? •  Maybe •  Link it all together? •  Hopefully! •  What do you think? •  Give you insights? •  Give you ideas? www.softwarestrategy.co.uk 31 31
  • 32. Summary •  More to requirements than User Stories •  Choose •  Salami Agile or, •  Goal Directed •  Agile 10 Step Thank you! •  Evaluate! Allan Kelly – allan@allankelly.net http://www.allankelly.net http://www.softwarestrategy.co.uk http://blog.allankelly.net Twitter: allankellynet www.softwarestrategy.co.uk 32