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APLN Product Roadmap Talk
- 1. A Conversation About
Agile Product Roadmaps
Presented to BayAPLN
March 17th, 2009
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
1
- 2. Tonight's Flow
• I talk about me
• I talk about Enthiosys
• I talk about gifts for you
• We talk about product roadmaps
• We talk about tonight’s task
• You do tonight’s task
• You get gifts
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
2
- 3. Scott Gilbert
• President of Enthiosys and Agile practice lead
– Satisfy customers, Manage partnerships, Run the office
– Delivered several major software releases using Agile
– Coached 12’s of teams, through 100’s of sprints
– Blessed by Scrum Alliance with CSM, CPO & CSP
• Helped start-ups raise $11M in venture capital
• Founding member of Inferscape, Inc. a predictive
analytics software company in the CRM space
• BearingPoint’s High Technology Strategy Practice
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
3
- 4. Enthiosys Overview
Just the Basics
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
4
- 5. Enthiosys, Inc.
• An Agile product management consulting firm
founded in 2003 by Luke Hohmann.
• We help clients achieve business agility:
delivering great results, not just great software.
• Services designed to improve products,
processes and the people who drive them.
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
5
- 6. A Set of Services
continuous customer collaboration to understand complex
markets and provide input throughout the development process
agile transformation of your entire company to leverage the
power of Agile product development and management
pricing, licensing and creation of business models to capture
the full value of your solutions
product roadmaps for individual products and portfolios with
processes and best practices to sustain them over time
service design to improve the customer experience by
delivering a whole product solution and additional revenue
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
6
- 7. Designed for Business Agility
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
7
- 8. Enthiosys Team
• 20 F/T and P/T consultants
– Luke Hohmann, Founder/CEO
– Scott Gilbert, President
– Rich Mironov, CMO
– Dan O’Leary, CTO
• Thought leaders
– 4 books, monthly newsletter, Agile blog
– Frequent webinar and conference speakers
– Leaders in our industry associations
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
8
- 9. Our Experience Covers…
• Software solutions including single user,
enterprise, infrastructure, consumer, web
• Hardware platforms as embedded systems,
consumer electronics, industrial, on-chip
• Roles as product managers, developers,
marketers, sales, service and support
• All levels of management in public, private, and
venture-backed companies
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
9
- 10. Engagement Types
• Collaboration
– We jointly define goal, creating results with client
• Projects
– Customer defines goal, we deliver a result to client
• Interim management
– Enthiosys experts as product managers or executives
• Training
– Mostly private but some public classes
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
10
- 11. Selected Clients
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
11
- 12. Gifts for You
Cesar will distribute at the end
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
12
- 13. The Gifts
• Left over P-Camp Schwag
• The old book
• The practical book
• The fun book
• The new book
• The good book
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
13
- 14. Agile Product Roadmaps
Let’s Talk About Em’
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
14
- 15. Agile Planning Is…
• About participating in the infinite game
• Top down, bottoms up and continuous
• Emergent yet deterministic
• About making/reversing decisions
• Focused on the future while acting in
the present
• About the planning not the plan
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
15
- 16. Planning Time Horizons
Strategy 5+ Years
Exec’s Portfolio 3-5 Years
Product 18-24 Months
PM’s Release 2-9 Months
Sprint 2-4 Weeks
Dev’s Daily
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
16
- 17. Connects to and Correlates with
the Backlog
Sprint
INVEST
Release
Epics, Stories, Use
Cases, Themes
Roadmap
Epics, Features, Big Ideas
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
Inspired by Mike Cohn 17
- 18. Roadmaps are Scary
• Forces you to articulate what
you are not going to build
• Makes you commit to an
uncertain future
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
18
- 19. Benefits of a Roadmap
• Roadmaps can identify and clarify both the
tactical and strategic intent of your product
• Internally:
– Becomes a filter for prioritizing development activities
– Builds consensus around direction
– Ensures the “ship is headed in the right direction”
– Avoids the “last/loudest” priority problem
• Externally:
– Provides customers with access to near-term commitments and
long term “points of view”
– Binds customers to your company (especially in B2B markets)
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
19
- 20. Typically See Feature Wish Lists
June 09 Sept 09 Dec 09 Mar 10 June 10
Idaho
Thundercloud
Version 4.0
Version 3.01 Jayko SaaS Offering
Security Patch Extra fast install
Better Scalability Comprehensive Platforms
Client Access SDK Version 3.2 Multi-site Collaboration
New platform support Oracle Support
Security Management
Scalability enhancements
Usability improvements
Better Integration*
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
20
- 21. Typical Roadmap Failures
• No visible logic
• Created unilaterally
– Lack of buy-in
– Poor technical and market inputs
• No plan for internal or external
sharing
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
21
- 22. A Roadmap Should Be…
• A living internal planning document designed to
answer strategic questions such as:
– Who are my markets/segments?
– What do they care about?
– When should I serve them?
– What factors must I consider?
– What technologies / systems can I leverage?
– How should I adjust my plans and goals relative to the
answers to these and possibly other questions?
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
22
- 23. A Simple Template
Q1 Q2 Q3 Q4
Architecture & Support
What technology
Linux should we use? Biometrics
Systems
auto send Physical
Features & supplies Security
Benefits Saves time Audit Trails
& money
Markets &
Users Small Office Enterprise
Events &
Rhythms
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
23
- 24. Build it Iteratively
Features &
Benefits
Events & Architecture &
Rhythms Systems
Markets &
Users
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
24
- 25. Look for A Release Window
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
Taken by this Flickr guy 25
- 26. A More Complex Template
Q1 Q2 Q3 Q4
Support Biometrics
Architecture Linux
Managed
Capabilities services
auto send Physical
Features supplies Security
Saves time Audit Trails
Benefits & money
Markets Small Office Enterprise
Events &
Rhythms
Schedule
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
26
- 27. Still Build it Iteratively
Markets & Events &
Users Rhythms
Capabilities Benefits
Schedule
Architecture &
Systems
Features
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
27
- 28. Look for A Release Window
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
Same picture, same guy 28
- 29. A Low-Tech Approach to Start
• Speeds collaboration
• Easy to change
• Can be transcribed into
tools for easy digital
sharing once the plan
settles
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
29
- 30. Market Events & Rhythms
• These are things that are knowable but out of
your direct control.
• However, you might be able to influence them.
• Market events occur on a one time basis
• Example: Regulatory-related dates
• Market rhythms occur on a recurring basis
• Example: Industry conferences
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
30
- 31. Markets & Users
• Provide short name and possibly some short
description or segmentation characteristics
• These can be very simple. You can attach
common Personas found in each segment
• Focus on the markets this product serves
• Example: Small Office
• < 75 employees
• Limited CapEx budgets
• Need support and services
• Buy from trusted referrals
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
31
- 32. Features & Benefits
• Features
– Only list major features that motivate customers to
take the release / pay you $
• Benefits
– Describe in business terms what benefits each feature
will deliver to the customer or to the company
• Reduce costs, Avoid costs, Increase revenue
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
32
- 33. Architecture & Systems
• Typically just the large pieces
– Required product technologies
– Required back-office or operational systems
• Break “development” into exploration and proof of
concepts. Have them span several quarters
• Example: VoiceXML for voice service features
• Example: Billing and accounting systems to
support foreign currencies
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
33
- 34. Capabilities
• Major components of the application that enable
multiple features
• Not all systems will have these, so don’t force it
• Example: Notification Engine
– Allows users to send schedule, event, or conditional
based notifications via any communication channel.
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
34
- 35. Schedule
• Internal events & rhythms
• Knowable, limited control, possible to influence
• Holidays & vacations
• Customer commitments
• Product dependencies
• Other SDLC milestones
• Example: Quarterly earnings calls
• Example: Annual peer reviews
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
35
- 36. Example Process
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
36
- 38. Example Final Result
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
38
- 39. Other Benefits Include
Team Collaboration Builds Trust
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
39
- 40. Some Good Practices
• Extended in-person working sessions
– Start by scheduling two session 1 month apart
– Need time to research issues that come out of first
• Participation by key constituents
– Product Management, Engineering, Marketing
– Document participants that created each version
• Should align with business plan & model
• Quarterly reviews and updates to keep alignment
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
40
- 41. Some More Better Practices
• Use versions & dates
• Document who helped create each version
• Document key assumptions, facts & decisions
• Use legends to make it walk up easy to
understand. Colors, shapes, etc.
• Use corporate rules to make it walk up easy to
understand. 6+ months is uncommitted, no selling
• Have clear distribution and communication plan
• Easy to say, hard to do…consistently!
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
41
- 42. A Few Agile Characteristics
• Built by x-functional teams, hopefully face to face
• Takes an iterative approach
• Makes a great information radiator to promote
transparency and communication
• Helps identify the release time box or window
• Provides good opportunity for initial prioritization
• Maps to the User Story pattern (who, what, why)
• Makes architecture explicit in planning and
always gives technologists an early voice
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
42
- 43. Now You Go
Shape the Future of BayAPLN
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
43
- 44. It’s A Flexible Concept
• We use it for our company planning
– http://www.enthiosys.com/insights-tools/we-roadmap
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
44
- 45. Our Proposed Template
• Constituents – Our market segments
• Services & Benefits – What we do for the above
and what they get from it
• Platform – This is our infrastructure website, etc.
• Events & Rhythms – Other things that happen
• People – Folks who make all of the above real
• Time – 1 calendar year, in quarters starts in April
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
45
- 46. Supplemental Info on Flip Charts
• Decisions
• Assumptions
• Action Items
• Your name & contact info (optional)
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
46
- 47. Our Process
1. Self organize into groups at one of the stations
2. Cesar will provide the vision and inspiration
3. You will have XX minutes to iterate through
your plan and capture supplemental information
• You can pick a leader to facilitate
• You can do a group splat, then rationalize
4. You can change the template (time & rows)
5. You can capture other supplemental info
6. We will de-brief each map at the end
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
47
- 48. Cesar Will Give You Gifts
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
48
- 49. Contact Information
Enthiosys, Inc.
615 National Ave., Suite 220
Mountain View, CA 94043
650.528.4000 Office
650.528.4004 Fax
follow us at www.twitter.com/Enthiosys
follow me at www.twitter.com/AgileProductMgr
www.enthiosys.com/insights-tools for Books, Bytes, Blogs
www.InnovationGames.com for Innovation Games Online
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
49
- 51. Roadmap of Roadmaps
Sometimes you want to see
the forest and the trees.
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
51
- 52. Roadmap of Roadmaps
• A look at a portfolio of products over the same
time period
• Identify possible synergies or conflicts
• Plan for roll-outs of product bundles / lines
• Creates a strategic view that can be driven back
down to individual products.
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
52
- 53. Building a Roadmap of Roadmaps
• Slightly different set of participants
– PM Directors, Senior Architects, Business Unit
Managers, other senior stakeholders
• Roll up individual roadmaps
– Show releases of all products w/ major features
– Architecture may include systems & infrastructure
• Adjust based on decisions or observations
• Changes roll back down to individual products
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
53
- 54. Scenario Planning With Roadmaps
Predicting the future is hard
but it can’t hurt to try.
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
54
- 55. Exploring Possible Futures
• Scenarios are descriptive narratives of plausible
alternative futures.
• Useful for:
– Identifying potential opportunities / threats
– Limiting “business as usual in the future” behavior
– Testing roadmaps against various possible futures
– Understanding how and when to react to changes
– Staying focused on the likely case while building 1st
drafts of primary / current roadmaps
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
55
- 56. Roadmapping for Scenarios
Primary Roadmap Roadmap Scenario A
Scenario A
1. This
2. That
3. The Other
Release Release 4. Then Release Release
A B 5. Finally…. A B
Primary Roadmap Roadmap Scenario B
Scenario B
1. This
2. That
3. The Other
Release
A
Release
B
4. Then Release
A
5. Finally….
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
56
- 57. Generating Useful Scenarios
• Articulate questions that will have long term
consequences.
• Create a detailed scenario (story) to illustrate the
risk/change
• Explore alternative roadmaps to address
scenarios
• Map the decision point: what events should
trigger adoption of alternative strategy?
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
57
- 58. Example Scenario Questions
• What if we lost our largest customer?
• What if the market demands the product early?
• What if labor unions curb outsourcing?
• What if regulatory changes impact us?
• What if we acquire one or more competitors?
• What if we expand internationally?
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
58
- 60. On-Line Agile Resources
Agile Alliance: http://www.agilealliance.org/
Scrum Alliance: http://www.scrumalliance.org/
Agile Project Leadership Network: http://www.apln.org/
Agile Journal: http://www.agilejournal.com
Enthiosys Blog Roll: http://www.enthiosys.com/
Agile Manifesto: http://agilemanifesto.org/
© 2009, Enthiosys Inc. All rights reserved. www.enthiosys.com or 650.528.4000
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