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idea. plan. deliver. 
Thanks to our Sponsors!!!
Letting the Cards Speak: Agile Planning for 
SharePoint 
idea. plan. deliver. 
idea. plan. deliver. 
Enrique Lima 
Principal Consultant
idea. plan. deliver. 
Housekeeping… 
• Download EventBoard Mobile and remember to fill out session 
evaluations… 
• Phasers set to stun, mobile devices set to silent… 
• You must be present to win at the wrap-up…
idea. plan. deliver. 
Who am I? 
• Enrique Lima 
• enrique@thinkalm.com 
• MC* 
• Principal Consultant 
• MCT- Regional Lead (East US) 
• @enriquelima - twitter.com/enriquelima 
• Member of INETA
We interrupt this program … 
• Stop asking questions, just build the thing already. 
• Of course I am sure what I want 
• No, no need to document it, we are set on what we 
want 
• Change our mind? US?!? No, never! 
• Any and all comments similar to your reality are … 
pure coincidence! 
• Otherwise it would just be weird
idea. plan. deliver. 
Agenda 
• Being Agile, and what that means 
• Requirements Management Defined 
• What defines the vision? 
• How do we make it our mission? 
• Validation and verification 
• Measuring success 
• Tools and Styles
It should all start with an idea! 
It’s just that simple … we are 
done! 
You are not paid to think! You are 
paid to do!
idea. plan. deliver. 
“Agile is now widely recognised as a project 
delivery and general working approach with a 
proven track record of delivering more business 
value faster through higher quality deliverables in 
comparison to traditional methodologies.” 
What is Agile?
idea. plan. deliver. 
We are uncovering better ways of developing software by doing it and helping others do 
it. Through this work we have come to value: 
Individuals and interactions over processes and tools 
Working software over comprehensive documentation 
Customer collaboration over contract negotiation 
Responding to change over following a plan 
That is, while there is value in the items on the right, we value the items on the left 
more. 
The Agile Manifesto
idea. plan. deliver. 
Being Agile, and what that means 
• Agile vs. agility 
• Agile never said “Do not document” 
• Agile does not say “Requirements? We don’t need them” 
• Agility gives you the flexibility to change 
• Agile gives you the methodology to drive and monitor that change
idea. plan. deliver. 
Let’s compare … 
Fixed Agile 
Ability Static, like a building’s height Can grow, like muscle 
Goal Look good, finish Learn, evolve 
Challenge Avoid Embrace 
Failure Defines your identity Provides information (See red, green, 
refactor) 
Effort People with no talent do this Path to mastery 
Reaction to Challenge Helplessness Resiliency
idea. plan. deliver. 
Requirements Management defined 
The process of documenting, analyzing, tracing, prioritizing and agreeing on 
requirements and then controlling change and communicating to relevant 
stakeholders. It is a continuous process throughout a project. A 
requirement is a capability to which a project outcome (product or service) 
should conform.
Someone, somewhere decided that either you apply 
Agile literally or you are not agile. Some other dude, 
in some other place decided if you document then 
you are not Agile. 
They want to increase traceability, yet … 
We should not document, documentation 
is tedious and unnecessary. 
Is It???!!!??? 
Gathering or eliciting requirements is essential to 
know where we are going, what is needed, what 
needs to be satisfied
idea. plan. deliver. 
Requirements, Requirements, Requirements! 
• EPICs, stories 
• Requirements 
• Help define what the client/customer/stakeholder will be accepting.
idea. plan. deliver. 
Anatomy of an EPIC 
• As a user, I want an HR System
idea. plan. deliver. 
Anatomy of a story 
• As <a type of user>, I want <identify the goal> so that <reason>
idea. plan. deliver.
idea. plan. deliver. 
Requirements and the Activities behind them 
• Be a CSI 
▫ Investigate 
• Adopt a can do attitude 
▫ Feasibility and flexibility 
• Celebrate your victory 
▫ Release 
• Think outside the Box 
▫ Design 
• Always wear a hard hat 
▫ Construct and test 
• Master your trade 
▫ Trade-off that is
idea. plan. deliver. 
What defines the Vision? 
• Make it EPIC! 
• Be able to make it smaller and attainable 
• “Aim small, miss small“ 
• Become a story teller 
• Identify a clear and concise story 
• Know thy path!
idea. plan. deliver. 
What defines the Vision? 
• Tell me about how you like your Peanut Butter and Jelly sandwich 
• Use Ron Jeffries’ three Cs 
▫ Card 
▫ Conversation 
▫ Confirmation
idea. plan. deliver.
idea. plan. deliver. 
How do we make it our mission? 
• The EPIC grand tale becomes a Story 
• Turn the story to an action 
• Measurable stories 
• Stories become a detailed task 
• Give them weight! 
• Learn to play Poker. 
• 0,1,2,3,5,8,13,20 …
idea. plan. deliver. 
How do we make it our mission? 
• The Power of the Card! 
• Manage Progress! 
• Manage Change! 
• Wait, this sounds like a contract! 
• Involve, engage, commit! 
• Reach and define Minimal Viable Functionality (What needs to exist at 
Day 1)
idea. plan. deliver. 
Validation and verification 
• Know where you are going 
• Know how to get there 
• Know when you have arrived 
• Receive “the reward” for having arrived. 
• Building the right solution is not the same as building the solution right
idea. plan. deliver. 
Measuring success 
• Was the goal to … 
▫ Get there? 
▫ Get there fast? 
▫ Get there with time left on the clock? 
▫ Get there before anyone else? 
▫ Get there somehow? 
▫ Wash, Rinse, Repeat.
idea. plan. deliver. 
Tools and Styles 
• Electronic or Hardcopy? 
▫ AgileZen 
▫ Pivotal Tracker 
▫ Visual Studio Online 
▫ Trello 
▫ Uzility 
▫ Combination? 
 TFS 
 SharePoint
idea. plan. deliver. 
In closing … 
• Would it help deliver better solutions? 
• What about adoption? 
• Remember MVF
idea. plan. deliver. 
Resources 
 http://geekswithblogs.net/enriquelima 
 http://www.intentionalthinking.com 
 http://uzility.com 
 http://visualstudio.com 
 http://trello.com 
 http://www.mountaingoatsoftware.com
idea. plan. deliver. 
Who am I? 
• Enrique Lima 
• enrique@thinkalm.com 
• MC* 
• Principal Consultant 
• MCT- Regional Lead (East US) 
• @enriquelima - twitter.com/enriquelima 
• Member of INETA
idea. plan. deliver. 
Join us at #SharePint sponsored by K2 at World of Beer of 
Reston in the Towncenter just across the bridge 
Why? To network with fellow SharePoint professionals 
What? SharePint!!! 
When? 6:00 PM 
Where? 
World of Beer Reston 
1888 Explorer Street 
Reston, VA 20190 
Thanks to? 
K2!
idea. plan. deliver.

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Letting the cards speak: Agile planning for SharePoint

  • 1. idea. plan. deliver. Thanks to our Sponsors!!!
  • 2. Letting the Cards Speak: Agile Planning for SharePoint idea. plan. deliver. idea. plan. deliver. Enrique Lima Principal Consultant
  • 3. idea. plan. deliver. Housekeeping… • Download EventBoard Mobile and remember to fill out session evaluations… • Phasers set to stun, mobile devices set to silent… • You must be present to win at the wrap-up…
  • 4. idea. plan. deliver. Who am I? • Enrique Lima • enrique@thinkalm.com • MC* • Principal Consultant • MCT- Regional Lead (East US) • @enriquelima - twitter.com/enriquelima • Member of INETA
  • 5. We interrupt this program … • Stop asking questions, just build the thing already. • Of course I am sure what I want • No, no need to document it, we are set on what we want • Change our mind? US?!? No, never! • Any and all comments similar to your reality are … pure coincidence! • Otherwise it would just be weird
  • 6. idea. plan. deliver. Agenda • Being Agile, and what that means • Requirements Management Defined • What defines the vision? • How do we make it our mission? • Validation and verification • Measuring success • Tools and Styles
  • 7. It should all start with an idea! It’s just that simple … we are done! You are not paid to think! You are paid to do!
  • 8. idea. plan. deliver. “Agile is now widely recognised as a project delivery and general working approach with a proven track record of delivering more business value faster through higher quality deliverables in comparison to traditional methodologies.” What is Agile?
  • 9. idea. plan. deliver. We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan That is, while there is value in the items on the right, we value the items on the left more. The Agile Manifesto
  • 10. idea. plan. deliver. Being Agile, and what that means • Agile vs. agility • Agile never said “Do not document” • Agile does not say “Requirements? We don’t need them” • Agility gives you the flexibility to change • Agile gives you the methodology to drive and monitor that change
  • 11. idea. plan. deliver. Let’s compare … Fixed Agile Ability Static, like a building’s height Can grow, like muscle Goal Look good, finish Learn, evolve Challenge Avoid Embrace Failure Defines your identity Provides information (See red, green, refactor) Effort People with no talent do this Path to mastery Reaction to Challenge Helplessness Resiliency
  • 12. idea. plan. deliver. Requirements Management defined The process of documenting, analyzing, tracing, prioritizing and agreeing on requirements and then controlling change and communicating to relevant stakeholders. It is a continuous process throughout a project. A requirement is a capability to which a project outcome (product or service) should conform.
  • 13. Someone, somewhere decided that either you apply Agile literally or you are not agile. Some other dude, in some other place decided if you document then you are not Agile. They want to increase traceability, yet … We should not document, documentation is tedious and unnecessary. Is It???!!!??? Gathering or eliciting requirements is essential to know where we are going, what is needed, what needs to be satisfied
  • 14.
  • 15. idea. plan. deliver. Requirements, Requirements, Requirements! • EPICs, stories • Requirements • Help define what the client/customer/stakeholder will be accepting.
  • 16. idea. plan. deliver. Anatomy of an EPIC • As a user, I want an HR System
  • 17. idea. plan. deliver. Anatomy of a story • As <a type of user>, I want <identify the goal> so that <reason>
  • 19. idea. plan. deliver. Requirements and the Activities behind them • Be a CSI ▫ Investigate • Adopt a can do attitude ▫ Feasibility and flexibility • Celebrate your victory ▫ Release • Think outside the Box ▫ Design • Always wear a hard hat ▫ Construct and test • Master your trade ▫ Trade-off that is
  • 20. idea. plan. deliver. What defines the Vision? • Make it EPIC! • Be able to make it smaller and attainable • “Aim small, miss small“ • Become a story teller • Identify a clear and concise story • Know thy path!
  • 21. idea. plan. deliver. What defines the Vision? • Tell me about how you like your Peanut Butter and Jelly sandwich • Use Ron Jeffries’ three Cs ▫ Card ▫ Conversation ▫ Confirmation
  • 23. idea. plan. deliver. How do we make it our mission? • The EPIC grand tale becomes a Story • Turn the story to an action • Measurable stories • Stories become a detailed task • Give them weight! • Learn to play Poker. • 0,1,2,3,5,8,13,20 …
  • 24. idea. plan. deliver. How do we make it our mission? • The Power of the Card! • Manage Progress! • Manage Change! • Wait, this sounds like a contract! • Involve, engage, commit! • Reach and define Minimal Viable Functionality (What needs to exist at Day 1)
  • 25. idea. plan. deliver. Validation and verification • Know where you are going • Know how to get there • Know when you have arrived • Receive “the reward” for having arrived. • Building the right solution is not the same as building the solution right
  • 26. idea. plan. deliver. Measuring success • Was the goal to … ▫ Get there? ▫ Get there fast? ▫ Get there with time left on the clock? ▫ Get there before anyone else? ▫ Get there somehow? ▫ Wash, Rinse, Repeat.
  • 27. idea. plan. deliver. Tools and Styles • Electronic or Hardcopy? ▫ AgileZen ▫ Pivotal Tracker ▫ Visual Studio Online ▫ Trello ▫ Uzility ▫ Combination?  TFS  SharePoint
  • 28. idea. plan. deliver. In closing … • Would it help deliver better solutions? • What about adoption? • Remember MVF
  • 29. idea. plan. deliver. Resources  http://geekswithblogs.net/enriquelima  http://www.intentionalthinking.com  http://uzility.com  http://visualstudio.com  http://trello.com  http://www.mountaingoatsoftware.com
  • 30. idea. plan. deliver. Who am I? • Enrique Lima • enrique@thinkalm.com • MC* • Principal Consultant • MCT- Regional Lead (East US) • @enriquelima - twitter.com/enriquelima • Member of INETA
  • 31. idea. plan. deliver. Join us at #SharePint sponsored by K2 at World of Beer of Reston in the Towncenter just across the bridge Why? To network with fellow SharePoint professionals What? SharePint!!! When? 6:00 PM Where? World of Beer Reston 1888 Explorer Street Reston, VA 20190 Thanks to? K2!