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IUE 2011

   Helene Gidley                             Carissa Demetris
   Owner, HSG Consulting     Principal User Designer, ProQuest




©HSG Consulting LLC
                                                                 1
◦  Define requirements for features
      ◦  Obtain single interpretation of requirements
      ◦  Prioritize requirements
      ◦  Determine impact of de-scoping requirements
      ◦  Determine how much is completed for large
         features
      ◦  Provide a groomed backlog at beginning of sprint




©HSG Consulting LLC
                                                            2
    A physical story map 

       Visually arranges features or concepts
       based on an end-to-end user workflow


      An interactive session

       Brings stakeholders together to discuss
       prioritization, planning, scope, design,
       technical feasibility, etc.


      Introduced in 2009 by Jeff Patton
       ◦  http://www.viddler.com/explore/
          naresh_jain/videos/36/


©HSG Consulting LLC
                                                  3
    Scoping requirements
       ◦  Brainstorms possible features
       ◦  Expose overlaps and gaps in existing requirements
       ◦  Drives writing of your requirements or scope documents. 


      Weighing design alternatives
       ◦  Requirements
       ◦  Enhancements
       ◦  Embellishments


      Planning release content
       ◦  Features supporting an end-to-end user experience
       ◦  Delivered in a given sprint/release.


©HSG Consulting LLC
                                                                      4
    Provide forum for workflow and requirement
      elicitation
     Assist in sizing of effort
     Provide forum for conversations between product
      owners, development, business analysts
      ◦  Validated by walkthroughs with technical development
         leads, User Experience Designer/Business Analysts, and
         all team members
     Foster shared view of work
     Facilitated by User Experience Designer or BA,
      driven by Product Owner business needs and user
      experience

©HSG Consulting LLC
                                                                  5
     Select persona
             Identify high-level activities
             Describe supporting tasks
             Organize activity and task cards from left to right to describe the user’s
              experience with your product.
             Organize from top to bottom by necessity
                         And then          And then

             activity

                                             time
                        this
             task

                        or…
necessity




                        or…



        sub-tasks or
        task details




                                                                                           6
    Test the Story Map by telling bigger stories with it
                 ◦  Choose an activity to start with
                 ◦  When reading left to right use the conjunction “and then” to connect cards in
                    the story
                 ◦  With cards in the same column use “or” to connect cards in the story
                 ◦  For cards below the top, “absolutely necessary” axis, use the phrase “might
                    optionally” to communicate optionality
                 ◦  Chose a concrete user name to help tell the story
                         And then             And then

             activity

                                                time
                        this
             task

                        or…
necessity




                        or…



        sub-tasks or
        task details

                                                                                                    7
     Tell bigger stories
             Persona based
             Technical team, Product Owners, User Experience/BA, Design
             Facilitate estimates And then
                         And then

             activity

                                    time
                        this
             task

                        or…
necessity




                        or…




                                                                           8
Activity            Activity      Activity          Activity

                                                                          time
                              Task      Task

                                               first release
    more                      Task

necessary                                 second release
                 necessity




     less                                      third release
necessary

        Choose groups of features that support an end-to-end user experience
        Support all necessary activities with the first release
        Improve feature support and add additional features with subsequent
         releases



 © Jeff Patton                                                                              9
©HSG Consulting LLC   10
    The problem
     ◦  Your company sells men’s and women’s casual clothing
        and wants to open an online shop
     ◦  The product owners aren’t quite sure about all the
        requirements and need some help in defining the scope
        of the effort


    The activity – 25 minutes
     ◦  Break out into groups of 6-8 people each
     ◦  Designate a business owner in each group
     ◦  Create story map of an online shopping experience
        Indicate release planning by drawing lines on the map


©HSG Consulting LLC                                              11
    What was difficult about this process? 

       What kind of arguments did you have?


      What seemed to come together easily? 


      How could be applied to your situation? 

       What other problems could this technique
       help solve?




©HSG Consulting LLC                                12
Helene Gidley, Owner, Senior Project Manager
                 HSG Consulting, LLC
                 Helene.gidley@hsgconsultingllc.com




                 Carissa Demetris, Principal User Experience Designer
                 ProQuest
                 Carissa.demetris@proquest.com




©HSG Consulting LLC                                                     13
  “ It’s the most fun I’ve had today”
    Really helps in understanding the workflow
    Very beneficial in identifying gaps in
     requirements
    Useful in defining release targets
    Provides forum for discussion and clarifying
     expectations among team members
    Simpler, clearer stories and acceptance
     cases


©HSG Consulting LLC                 14

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Better requirements through story mapping­ h gidley

  • 1. IUE 2011 Helene Gidley Carissa Demetris Owner, HSG Consulting Principal User Designer, ProQuest ©HSG Consulting LLC 1
  • 2. ◦  Define requirements for features ◦  Obtain single interpretation of requirements ◦  Prioritize requirements ◦  Determine impact of de-scoping requirements ◦  Determine how much is completed for large features ◦  Provide a groomed backlog at beginning of sprint ©HSG Consulting LLC 2
  • 3.   A physical story map 
 Visually arranges features or concepts based on an end-to-end user workflow   An interactive session
 Brings stakeholders together to discuss prioritization, planning, scope, design, technical feasibility, etc.   Introduced in 2009 by Jeff Patton ◦  http://www.viddler.com/explore/ naresh_jain/videos/36/ ©HSG Consulting LLC 3
  • 4.   Scoping requirements ◦  Brainstorms possible features ◦  Expose overlaps and gaps in existing requirements ◦  Drives writing of your requirements or scope documents. 
   Weighing design alternatives ◦  Requirements ◦  Enhancements ◦  Embellishments
   Planning release content ◦  Features supporting an end-to-end user experience ◦  Delivered in a given sprint/release. ©HSG Consulting LLC 4
  • 5.   Provide forum for workflow and requirement elicitation   Assist in sizing of effort   Provide forum for conversations between product owners, development, business analysts ◦  Validated by walkthroughs with technical development leads, User Experience Designer/Business Analysts, and all team members   Foster shared view of work   Facilitated by User Experience Designer or BA, driven by Product Owner business needs and user experience ©HSG Consulting LLC 5
  • 6.   Select persona   Identify high-level activities   Describe supporting tasks   Organize activity and task cards from left to right to describe the user’s experience with your product.   Organize from top to bottom by necessity And then And then activity time this task or… necessity or… sub-tasks or task details 6
  • 7.   Test the Story Map by telling bigger stories with it ◦  Choose an activity to start with ◦  When reading left to right use the conjunction “and then” to connect cards in the story ◦  With cards in the same column use “or” to connect cards in the story ◦  For cards below the top, “absolutely necessary” axis, use the phrase “might optionally” to communicate optionality ◦  Chose a concrete user name to help tell the story And then And then activity time this task or… necessity or… sub-tasks or task details 7
  • 8.   Tell bigger stories   Persona based   Technical team, Product Owners, User Experience/BA, Design   Facilitate estimates And then And then activity time this task or… necessity or… 8
  • 9. Activity Activity Activity Activity time Task Task first release more Task necessary second release necessity less third release necessary   Choose groups of features that support an end-to-end user experience   Support all necessary activities with the first release   Improve feature support and add additional features with subsequent releases © Jeff Patton 9
  • 11.   The problem ◦  Your company sells men’s and women’s casual clothing and wants to open an online shop ◦  The product owners aren’t quite sure about all the requirements and need some help in defining the scope of the effort
   The activity – 25 minutes ◦  Break out into groups of 6-8 people each ◦  Designate a business owner in each group ◦  Create story map of an online shopping experience   Indicate release planning by drawing lines on the map ©HSG Consulting LLC 11
  • 12.   What was difficult about this process? 
 What kind of arguments did you have?
   What seemed to come together easily? 
   How could be applied to your situation? 
 What other problems could this technique help solve? ©HSG Consulting LLC 12
  • 13. Helene Gidley, Owner, Senior Project Manager HSG Consulting, LLC Helene.gidley@hsgconsultingllc.com Carissa Demetris, Principal User Experience Designer ProQuest Carissa.demetris@proquest.com ©HSG Consulting LLC 13
  • 14.   “ It’s the most fun I’ve had today”   Really helps in understanding the workflow   Very beneficial in identifying gaps in requirements   Useful in defining release targets   Provides forum for discussion and clarifying expectations among team members   Simpler, clearer stories and acceptance cases ©HSG Consulting LLC 14