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GATEWAY TO AGILE
Agile	Requirements
GERVAIS, NATE, MOOGSOFT, PANEL
Ø  Gervais Johnson, MATRIX, Director of National
Agile Practice, Empower Agile Adoptions,
Transitions and Transformations, 16 Years IBM
tenure / Agile Founding Member, 31 years of
implementing solutions and solving problems
Ø  Rob Trivetti, Over 8+ years experience
managing complex, high priority, cross-
functional and time-sensitive programs for
Agile transformations, financial, social media,
eCommerce, SAAS and telecom companies. 
PANEL: Larry Apke, Ron Lichty, Arun Ramanna, Andrew Grutza, Nate VanDusen
•  33 Years IT Solutions
Experience
•  Privately-held, $240M
•  Top25 in the U.S
•  National Firm with 12 officesacross
the U.S.
•  Offshore Servicesin India via Joint
Venture
•  Nearshore Services in Monterey
Mexico via Joint Venture
MATRIX
Nearshore Delivery
Center: Monterey Mexico
•  Provide IT Solutions to U.S. companies and assist IT Professionals with their careers.
•  Solutions Practice successfully delivered 900+ projects for over 230 different clients.
•  Flexible Solutions Delivery Models – Onsite, Offshore, Nearshore, Hybrid
•  75+ Recruiters company-wide, plus 30 Offshore Recruiters
•  1500+ MATRIX Consultants on staff.
GATEWAY TO AGILE ROADMAP
DECONSTRUCTING
REQUIREMENTS
Agile	Ecosystem	Thread	#4
Innovation /
Product Discovery
Requirements
Agile
Deconstruction
Workshop/Debrief
Next Event
OUR
AGENDA
AGILE ECOSYSTEM
Product
Discovery:
Design Thinking
and Lean UX
Thread
HISTORICAL REQUIREMENT PROBLEM
8
Extensive upfront requirements problems
•  The Requirements Document itself becomes a
goal (BRD, SRD, etc)
•  Inaccuracies of written language,
misinterpretation
•  Maintaining requirements for changes
•  User sign-off on massive requirements,
renegotiation
•  Too detailed, too soon
•  Lack of clarity about user groups
•  Frequent changes disrupts progress
•  Difficult to communicate changes
REQUIREMENTS AND VALUE
9
•  Historically,	over	60%	of	
methods	are	rarely	if	ever	used	
and	20%	are	always	or	o:en	
used.	
•  Agile	focuses	teams	and	
organiza?ons	on	delivering	
what	is	of	value,	not	more	of	
what	will	rarely	or	never	be	
used.	
•  Agile	also	focuses	on	an	
economic	view	of	all	work.	
7%	
13%	
16%	
19%	
45%	 Always	
O:en	
*The	Standish	Group	–	CHAOS	Study	2002
AGILE REQUIREMENT HISTORY
AGILE REQUIREMENT FRAMEWORKS
AGILE REQUIREMENT HIERARCHY
AGILE ATOMIC REQUIREMENT
PERSONAS AND ROLES FOR CUSTOMER EMPATHY
14
•  By thinking in terms of roles, every
feature built will be used by
someone, solve some business
problem
•  Allows the team to get inside the
head of the user - to think of the
system from the user’s POV
•  Helps determine the most useful
features in the system
•  Tells a story
•  Easy to determine when we are
‘done’.
STORIES: THE ATOMIC WORK FOR THE TEAM
15
•  The Requirements Problem
•  User Story Defined
•  Different User Story Types
•  Three C’s
•  Sliced Vertically
•  “I.N.V.E.S.T.”
•  Tips for Writing Good Stories
•  Increasing Levels of Granularity
•  Value and Estimation
USER STORY GOODNESS
16
•  Narrative texts that describe an interaction
of the user and the system
•  Focus on the value a user gains from the
system
•  Written in a language that conveys what
our customers want/need
•  Metaphor for the work being done
•  Not a highly documented requirement,
want to gain understanding through first-
hand communication
•  From an Agile Development standpoint,
reminder for collaboration and just-in-time
definition
•  Specifically and purposely non-formal
•  Evolves iteratively
USER STORY: 3 C’S
17
•  Card – Token representing the request. Notes (description) are
captured to reflect details towards implementation, priority and
cost.
•  Conversation – Represents the request communicated from
customer to team (through PO). Deeper definition should done be
through collaborative refinement.
•  Confirmation – Acceptance make it possible to understand what
needs to be done to complete the request.
Title: “As a <role>, I want <something> so that <benefit>”
USER STORY CONSTRUCT: THE APPLICATION CAKE
18
Test	
Design	
API	
GUI	
Business	Logic	
Database	
User	Story	#1	
User	Story	#2	
User	Story	#3	
Vertical Stack End to End
USER STORY DEFINITION OF DONE
19
ACCEPTANCE CRITERIA IS CRITICAL
USER STORY TIPS
21
1.  Start with the users
2.  Use personas to discover the right stories
3.  Write stories collaboratively
4.  Keep stories simple and concise
5.  Start with epics
6.  Decompose (or break down) stories until they
are ready
7.  Start with paper cards
8.  Keep stories visible and accessible
REQUIREMENT DECOMPOSITION
22
1h
2H
7h
Idea
Refinement
Execution
Increasing	Level	of	
Granularity	
•  Epics and features contain
the big idea and enough to
get a rough estimate
•  User Stories can be
created/refined from Epics
and features closer to
execution
•  Tasks created at planning
before execution
Estimation Tools:
T-Shirt Sizes
Story Points
Task Hours
REQUIREMENT HIERARCHY
23
•  Epics are large stories that describe the project vision at a high
level
•  Too big to work in a single sprint or release
•  Not small enough to work as-is
•  Enough detail to roughly estimate and prioritize, but not too
much
•  Have to be disaggregated/decomposed in order to be worked
•  Features are subsets of epics that focus in a valuable piece of an
epic
•  Small enough to be completed in a release but not a sprint
•  Prioritized and estimated (roughly) to set the content of a release
•  Only a subset may be important
•  User Stories are business-driven requests that are:
•  Independent, yet together make up a feature
•  Small enough to be completed in a sprint (multiple)
•  Can have dependencies, but shouldn’t be interdependent
•  Prioritized and estimated to set the content of a sprint
IMPACT DETERMINATION
TIME IS IMPORTANT
25
When	you	think	about	it 	When	we	can	work	on		
Epic	 Feature		 User	Story	 Task	
Feature		 User	Story	
User	Story	
Task	
Task	
Task	
Task	
•  Big	idea	
•  Placeholder	
•  Suppor?ng	the	vision	
•  Can	span	Mul?ple	
releases	
•  Possibly	mul?ple	
teams	
• Workflow	based	
• Priori?zed	against	
other	features	
• Usually	one	or	more	
per	release	
• Possibly	mul?ple	
teams	
•  Small,	Independent	
•  Represent	
conversa?on	to	
have	
•  More	than	one	per	
sprint	
•  Single	Team
CONTEXTUAL VIEW: STORY MAPPING
26
Feature	3	Feature	1	 Feature	4	Feature	2	
Usage	Sequence	
Arrange	features	or	
ac?vi?es	in	the	order	
they	are	done.	
Feature	3	Feature	1	 Feature	4	Feature	2	
Usage	Sequence	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
Iden?fy	stories	that	
support	features	or	
ac?vi?es	
Epic	 Epic
RELEASE AND MVP VIEW: STORY MAPPING
27
Feature	3	Feature	1	 Feature	4	Feature	2	
Usage	Sequence	
Feature	3	Feature	1	 Feature	4	Feature	2	
Usage	Sequence	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
Less	Important	More	important	
Arrange	stories	so	most	
necessary	are	at	the	top	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
User	Story	
Pick	necessary	stories	that	
are	required	for	a	first	
release	
Epic	 Epic
EPIC/FEATURE/USER STORY MAPPING
28
STORY MAP EXAMPLE (PART 1)
29
STORY MAP EXAMPLE (PART 2)
30
STORY MAP EXAMPLE (PART 3)
31
STORY MAP TO KANBAN TRANSITION
32
WORKSHOP TEAMS
POWER START
•  P = Purpose
•  O = Outcome
•  W = WIIFM
•  E = Energize and Engage
•  R = Roles/Responsibilities
WORKSHOP DEBRIEF
Experiences
Wow Moments
Feelings
Follow-up
PANEL
Ask me About Agile Requirements
GATEWAY TO AGILE
Deconstructing	Requirements	Next
AGILE ECOSYSTEM
Product Discovery and
Product Delivery Success
Depends on Harmonious
Alignment of the Agile
EcoSystem
DARK AGILE PATTERNS
Technocentrics
Self-Absorbed
Augmented Reality
Laissez-Faire Grand Unified Theory
TECHNOCENTRICS
Too much Focus on
Agile Practices and
Tools
Individual Collective
(Limited) Interior
SELF-ABSORBED
Too much Focus on
Agile Practices and
Tools + Agile Humanity
All Individual Interior
AUGMENTED REALITY
Little or No Focus on
Organization and
Culture & Environment
Individual Collective
(Selective) Interior
LAISSEZ-FAIRE
Insufficient Focus or
Alignment Across
Quadrants
Individual + Collective
Interior + Exterior
Minimalist
GRAND UNIFIED THEORY
Too Much Focus on
Each Quadrants, No
Synchronicity
Individual + Collective
Interior + Exterior
Extermist
GATEWAY TO AGILE
Roadmap	and	Interests	Groups
ROADMAP
Estimating
GRAND CHALLENGE
2018 Team to organize and
operate grand challenge
Prize $TBD
EVENT COORDINATION
Team to help with
Meetup and
Events
SPONSOR MANAGEMENT
Team to help with
Sponsors
THANK YOU
NEXT:		Agile	Estimating

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Gateway to Agile: Agile Requirements

  • 2. GERVAIS, NATE, MOOGSOFT, PANEL Ø  Gervais Johnson, MATRIX, Director of National Agile Practice, Empower Agile Adoptions, Transitions and Transformations, 16 Years IBM tenure / Agile Founding Member, 31 years of implementing solutions and solving problems Ø  Rob Trivetti, Over 8+ years experience managing complex, high priority, cross- functional and time-sensitive programs for Agile transformations, financial, social media, eCommerce, SAAS and telecom companies.  PANEL: Larry Apke, Ron Lichty, Arun Ramanna, Andrew Grutza, Nate VanDusen
  • 3. •  33 Years IT Solutions Experience •  Privately-held, $240M •  Top25 in the U.S •  National Firm with 12 officesacross the U.S. •  Offshore Servicesin India via Joint Venture •  Nearshore Services in Monterey Mexico via Joint Venture MATRIX Nearshore Delivery Center: Monterey Mexico •  Provide IT Solutions to U.S. companies and assist IT Professionals with their careers. •  Solutions Practice successfully delivered 900+ projects for over 230 different clients. •  Flexible Solutions Delivery Models – Onsite, Offshore, Nearshore, Hybrid •  75+ Recruiters company-wide, plus 30 Offshore Recruiters •  1500+ MATRIX Consultants on staff.
  • 8. HISTORICAL REQUIREMENT PROBLEM 8 Extensive upfront requirements problems •  The Requirements Document itself becomes a goal (BRD, SRD, etc) •  Inaccuracies of written language, misinterpretation •  Maintaining requirements for changes •  User sign-off on massive requirements, renegotiation •  Too detailed, too soon •  Lack of clarity about user groups •  Frequent changes disrupts progress •  Difficult to communicate changes
  • 9. REQUIREMENTS AND VALUE 9 •  Historically, over 60% of methods are rarely if ever used and 20% are always or o:en used. •  Agile focuses teams and organiza?ons on delivering what is of value, not more of what will rarely or never be used. •  Agile also focuses on an economic view of all work. 7% 13% 16% 19% 45% Always O:en *The Standish Group – CHAOS Study 2002
  • 14. PERSONAS AND ROLES FOR CUSTOMER EMPATHY 14 •  By thinking in terms of roles, every feature built will be used by someone, solve some business problem •  Allows the team to get inside the head of the user - to think of the system from the user’s POV •  Helps determine the most useful features in the system •  Tells a story •  Easy to determine when we are ‘done’.
  • 15. STORIES: THE ATOMIC WORK FOR THE TEAM 15 •  The Requirements Problem •  User Story Defined •  Different User Story Types •  Three C’s •  Sliced Vertically •  “I.N.V.E.S.T.” •  Tips for Writing Good Stories •  Increasing Levels of Granularity •  Value and Estimation
  • 16. USER STORY GOODNESS 16 •  Narrative texts that describe an interaction of the user and the system •  Focus on the value a user gains from the system •  Written in a language that conveys what our customers want/need •  Metaphor for the work being done •  Not a highly documented requirement, want to gain understanding through first- hand communication •  From an Agile Development standpoint, reminder for collaboration and just-in-time definition •  Specifically and purposely non-formal •  Evolves iteratively
  • 17. USER STORY: 3 C’S 17 •  Card – Token representing the request. Notes (description) are captured to reflect details towards implementation, priority and cost. •  Conversation – Represents the request communicated from customer to team (through PO). Deeper definition should done be through collaborative refinement. •  Confirmation – Acceptance make it possible to understand what needs to be done to complete the request. Title: “As a <role>, I want <something> so that <benefit>”
  • 18. USER STORY CONSTRUCT: THE APPLICATION CAKE 18 Test Design API GUI Business Logic Database User Story #1 User Story #2 User Story #3 Vertical Stack End to End
  • 19. USER STORY DEFINITION OF DONE 19
  • 21. USER STORY TIPS 21 1.  Start with the users 2.  Use personas to discover the right stories 3.  Write stories collaboratively 4.  Keep stories simple and concise 5.  Start with epics 6.  Decompose (or break down) stories until they are ready 7.  Start with paper cards 8.  Keep stories visible and accessible
  • 22. REQUIREMENT DECOMPOSITION 22 1h 2H 7h Idea Refinement Execution Increasing Level of Granularity •  Epics and features contain the big idea and enough to get a rough estimate •  User Stories can be created/refined from Epics and features closer to execution •  Tasks created at planning before execution Estimation Tools: T-Shirt Sizes Story Points Task Hours
  • 23. REQUIREMENT HIERARCHY 23 •  Epics are large stories that describe the project vision at a high level •  Too big to work in a single sprint or release •  Not small enough to work as-is •  Enough detail to roughly estimate and prioritize, but not too much •  Have to be disaggregated/decomposed in order to be worked •  Features are subsets of epics that focus in a valuable piece of an epic •  Small enough to be completed in a release but not a sprint •  Prioritized and estimated (roughly) to set the content of a release •  Only a subset may be important •  User Stories are business-driven requests that are: •  Independent, yet together make up a feature •  Small enough to be completed in a sprint (multiple) •  Can have dependencies, but shouldn’t be interdependent •  Prioritized and estimated to set the content of a sprint
  • 25. TIME IS IMPORTANT 25 When you think about it When we can work on Epic Feature User Story Task Feature User Story User Story Task Task Task Task •  Big idea •  Placeholder •  Suppor?ng the vision •  Can span Mul?ple releases •  Possibly mul?ple teams • Workflow based • Priori?zed against other features • Usually one or more per release • Possibly mul?ple teams •  Small, Independent •  Represent conversa?on to have •  More than one per sprint •  Single Team
  • 26. CONTEXTUAL VIEW: STORY MAPPING 26 Feature 3 Feature 1 Feature 4 Feature 2 Usage Sequence Arrange features or ac?vi?es in the order they are done. Feature 3 Feature 1 Feature 4 Feature 2 Usage Sequence User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story Iden?fy stories that support features or ac?vi?es Epic Epic
  • 27. RELEASE AND MVP VIEW: STORY MAPPING 27 Feature 3 Feature 1 Feature 4 Feature 2 Usage Sequence Feature 3 Feature 1 Feature 4 Feature 2 Usage Sequence User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story Less Important More important Arrange stories so most necessary are at the top User Story User Story User Story User Story User Story User Story User Story User Story User Story User Story Pick necessary stories that are required for a first release Epic Epic
  • 29. STORY MAP EXAMPLE (PART 1) 29
  • 30. STORY MAP EXAMPLE (PART 2) 30
  • 31. STORY MAP EXAMPLE (PART 3) 31
  • 32. STORY MAP TO KANBAN TRANSITION 32
  • 34. POWER START •  P = Purpose •  O = Outcome •  W = WIIFM •  E = Energize and Engage •  R = Roles/Responsibilities
  • 36. PANEL Ask me About Agile Requirements
  • 38. AGILE ECOSYSTEM Product Discovery and Product Delivery Success Depends on Harmonious Alignment of the Agile EcoSystem
  • 39. DARK AGILE PATTERNS Technocentrics Self-Absorbed Augmented Reality Laissez-Faire Grand Unified Theory
  • 40. TECHNOCENTRICS Too much Focus on Agile Practices and Tools Individual Collective (Limited) Interior
  • 41. SELF-ABSORBED Too much Focus on Agile Practices and Tools + Agile Humanity All Individual Interior
  • 42. AUGMENTED REALITY Little or No Focus on Organization and Culture & Environment Individual Collective (Selective) Interior
  • 43. LAISSEZ-FAIRE Insufficient Focus or Alignment Across Quadrants Individual + Collective Interior + Exterior Minimalist
  • 44. GRAND UNIFIED THEORY Too Much Focus on Each Quadrants, No Synchronicity Individual + Collective Interior + Exterior Extermist
  • 47. GRAND CHALLENGE 2018 Team to organize and operate grand challenge Prize $TBD
  • 48. EVENT COORDINATION Team to help with Meetup and Events
  • 49. SPONSOR MANAGEMENT Team to help with Sponsors