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Requirements
   & Estimating
   Scotch on the Rocks
Edinburgh, March 3-4 2011

                            Peter Bell
                                Railo
Agenda
•   Requirements
    •   Intent Driven Design
    •   User stories 201
•   Estimation
    •   How much?
    •   Estimating scope           •       Managing commitments
    •   Estimating duration            •    Fixed duration

•   Managing risk                      •    Fixed price

    •   Four types of features         •    Breaking the iron triangle

    •   Dealing with dark matter
Division of Labor

 •       My Job:
     •    Present ideas


 •       Your Job:
     •    Discriminate, select, adapt, experiment
About you
•   Consultant/in-house/product
    development?
•   Team size?
•   Number of projects/year?
•   Agile?
•   User stories?
•   Estimates required?
•   Fixed bid required?
Requirements
Before user stories . . .


        What should we build?
Intent Driven Design
 •   Business intent
 •   Audiences
 •   Objectives
 •   User stories (tasks)
User stories (1)
 •   INVEST
     •   Independent
     •   Negotiable
     •   Valuable
     •   Estimable
     •   Small
     •   Testable
User stories (2)
 •   Tracer bullets, not tasks
 •   Splitting stories by ...
     •   Data
     •   Validation
     •   Paths
     •   Edge cases
 •   Isolate cross cutting concerns
 •   Make it work, then pretty/fast
Estimation
Why estimate?
Why estimate?
•   Good reasons to estimate:
    •   Go/no go based on cost
    •   Market window
    •   ROI comparison
Why estimate?
•   Good reasons to estimate:
    •   Go/no go based on cost
    •   Market window
    •   ROI comparison
•   Bad reasons to estimate
    •  Because . . .
Why estimate?
•   Good reasons to estimate:
    •   Go/no go based on cost
    •   Market window
    •   ROI comparison
•   Bad reasons to estimate
    •  Because . . .
•   Ask whether:
    •   Time, price or both?
    •   Will estimate matter?
    •   Accuracy required?
Estimating scope
•   Ideal days (load factor)
•   Story points
    •   1,2,3,5,8
    •   0?
    •   10,20,30,51?
•   T-shirt sizes
•   Story count
Estimating scope
•   Planning poker
•   Keys:
    •   Delphi technique
    •   Independent estimates
    •   1-3 hours, 1-3 sessions
    •   2-6 people
Estimating scope
•   Magic/Affinity Estimating
    •   Large number of stories
    •   Experienced team
Estimating time
•   Estimating velocity
    •   Historic rate
    •   Run iterations
    •   Make forecasts
•   Burn down charts
Managing risk
Four types of feature
 •   Rocket science
 •   Lab experiment
 •   New to you
 •   with a twist
Dealing with dark matter
 • What you don’t know does hurt you ...
   • But obviously . . .
   • The dreaded API and technical risk
   • Well, that’s almost right . . .
   • Now that I see it . . .
 • Mitigate:
   • Set expectations
   • Technical spikes
   • Track and refine
Making commitments
Fixed duration
 •   Optional features
 •   Team size
 •   Real options
 •   Schedule buffer
Fixed price
 •   Optional features
 •   Price buffer
 •   Scheduling flexibility?
Breaking the iron triangle
Breaking the iron triangle




  Requirements are never fixed!
Q&A                                 Twitter: peterbell
•       Requirements                Email: peter@pbell.com

    •    Intent Driven Design
    •    User stories 201
•       Estimation
    •    How much?
    •    Estimating scope            •       Managing commitments
    •    Estimating duration             •    Fixed duration

•       Managing risk                    •    Fixed price

    •    Four types of features          •    Breaking the iron triangle

    •    Dealing with dark matter

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Requirements and estimating

  • 1. Requirements & Estimating Scotch on the Rocks Edinburgh, March 3-4 2011 Peter Bell Railo
  • 2. Agenda • Requirements • Intent Driven Design • User stories 201 • Estimation • How much? • Estimating scope • Managing commitments • Estimating duration • Fixed duration • Managing risk • Fixed price • Four types of features • Breaking the iron triangle • Dealing with dark matter
  • 3. Division of Labor • My Job: • Present ideas • Your Job: • Discriminate, select, adapt, experiment
  • 4. About you • Consultant/in-house/product development? • Team size? • Number of projects/year? • Agile? • User stories? • Estimates required? • Fixed bid required?
  • 6. Before user stories . . . What should we build?
  • 7. Intent Driven Design • Business intent • Audiences • Objectives • User stories (tasks)
  • 8. User stories (1) • INVEST • Independent • Negotiable • Valuable • Estimable • Small • Testable
  • 9. User stories (2) • Tracer bullets, not tasks • Splitting stories by ... • Data • Validation • Paths • Edge cases • Isolate cross cutting concerns • Make it work, then pretty/fast
  • 12. Why estimate? • Good reasons to estimate: • Go/no go based on cost • Market window • ROI comparison
  • 13. Why estimate? • Good reasons to estimate: • Go/no go based on cost • Market window • ROI comparison • Bad reasons to estimate • Because . . .
  • 14. Why estimate? • Good reasons to estimate: • Go/no go based on cost • Market window • ROI comparison • Bad reasons to estimate • Because . . . • Ask whether: • Time, price or both? • Will estimate matter? • Accuracy required?
  • 15. Estimating scope • Ideal days (load factor) • Story points • 1,2,3,5,8 • 0? • 10,20,30,51? • T-shirt sizes • Story count
  • 16. Estimating scope • Planning poker • Keys: • Delphi technique • Independent estimates • 1-3 hours, 1-3 sessions • 2-6 people
  • 17. Estimating scope • Magic/Affinity Estimating • Large number of stories • Experienced team
  • 18. Estimating time • Estimating velocity • Historic rate • Run iterations • Make forecasts • Burn down charts
  • 20. Four types of feature • Rocket science • Lab experiment • New to you • with a twist
  • 21. Dealing with dark matter • What you don’t know does hurt you ... • But obviously . . . • The dreaded API and technical risk • Well, that’s almost right . . . • Now that I see it . . . • Mitigate: • Set expectations • Technical spikes • Track and refine
  • 23. Fixed duration • Optional features • Team size • Real options • Schedule buffer
  • 24. Fixed price • Optional features • Price buffer • Scheduling flexibility?
  • 25. Breaking the iron triangle
  • 26. Breaking the iron triangle Requirements are never fixed!
  • 27. Q&A Twitter: peterbell • Requirements Email: peter@pbell.com • Intent Driven Design • User stories 201 • Estimation • How much? • Estimating scope • Managing commitments • Estimating duration • Fixed duration • Managing risk • Fixed price • Four types of features • Breaking the iron triangle • Dealing with dark matter