A sneak peek at a SXSW 2017 presentation that will be given by Agile marketing advocate Andrea Fryrear and Workfront creative director David Lesue.

1. Hack Your Project
Andrea Fryrear
Chief Content Officer, Fox Content
David Lesue
Creative Director, Workfront

2. Marshmallow Challenge

3. Let’s
Get
Agile

4. Hack Your Project

5. Scrum methodology
• Why Scrum?
• Scrum Anatomy
• Scrum in Action
Kanban methodology
• Philosophical and practical origins
• Kanban vs. kanban
• 6 Core Components
Workshop
Today’s Backlog

6. Part 1: Scrum

10. Software = Bridges

17. Scrum Anatomy
© 2015 Workfront. All rights reserved.17

18. © 2015 Workfront. All rights reserved.18

19. EBOOK
How to Avoid the Project
Management Hall of Shame
9 Failed Projects of the Past
EBOOK
The Battle of Enterprise
Work Chaos: 6 Tips to be
an IT Warrior
EBOOK
Dispelling the Illusion
of Productivity
5 common phrases that are sure signs of inefficiency
among creatives

22. WEBSITE

23. network workfront.com telephone2 + 1.866.441.0001 telephone2 +44 (0)1256 807352
Enterprise-grade, Enterprise
Secure.
DATASHEET
Performance Guarantee
Workfront guarantees that our performance
will meet or exceed industry standards in
load times and response times. It’s peace of
mind to help you sleep at night.
Data Encryption at Rest
Workfront is unique in the industry with its
offer of 256-bit encryption at rest (as well
as in transit), required for regulatory com-
pliance for HIPAA, PCI DSS, SOX, FISMA,
and many others.
SAML 2.0
Workfront supports SAML 2.0, the
most robust single-sign on standard in
the industry, to both ease access for
enterprise users and increase security by
enabling single-sign on without the need
for Workfront to store user credentials.
Enterprise Class SLA
The Workfront SLA promises 99.9%
uptime, education packages, help desk,
and response time guarantees. We
maintain trust.Workfront.com, where you
can get real-time data on performance,
the latest information on planned
maintenance, and security best practices
for your organization.
Audit Governance
In addition to providing the results of
Workfront’s own internal and 3rd party
audits, Workfront ensures peace of
mind by offering customers the ability to
perform their own annual Workfront audit.
Why Workfront?
Unlike other traditional PPM SaaS vendors, Workfront can provide this level of service for enterprise customers.
We know you have high standards that are non-negotiable. We’ve built a cloud solution you can trust with critical
workflow and data. Alone in the cloud, Workfront is enterprise-grade.
Private Test Environment
You get access to your own test environment
to preview and test our latest code. You
even get to configure the refresh rate.
Workfront Enterprise Work Cloud is enterprise-grade
and CIO-approved, even for the most security—and
compliance—conscious organizations (such as those
in Healthcare, Financial Services, Government, etc.).
Workfront has industry-leading enhancements to
better meet the needs of the largest enterprises.
network workfront.com telephone2 + 1.866.441.0001 telephone2 +44 (0)1256 807352
Enterprise Work Management
Finally Makes Email Productive
DATASHEET
Request Work in Outlook
• Workfront provides a single place to submit
requests to individuals or teams and track
and collaborate on those requests until
the work is completed. Instead of trying to
remember what you have asked others to do
by surfing through months of old email, now
you can view all of your Work Requests in
one centralized location.
Receive Work in Outlook
• Workfront provides a centralized individual
and team request queue to evaluate,
prioritize, and delegate work. Drag and drop
emails to convert them into requests, with
details and attachments intact. Set dates,
log time, and update requests—all without
leaving Outlook.
Manage and Collaborate on
Work in Outlook
• Why toggle back and forth between Outlook
and your project management software
when they can blend seamlessly together?
Workfront gives you real-time access to
your project data directly from Outlook. This
means you can receive work requests, track
progress, and collaborate with your team—
even when you’re in Outlook.
One of the key contributors to work chaos, poor productivity, and limited visibility
is email. This happens when email is used as the primary work management and
collaboration tool, resulting in buried communications, lost documents, unfulfilled
work requests, and an unending conveyor belt of urgent messages that are
forgotten once read. Workfront solves these problems by making it easy for Outlook
users to request, receive, manage, and collaborate around work, without ever
leaving Outlook.
network workfront.com telephone2 + 1.866.441.0001 telephone2 +44 (0)1256 807352
Workfront Dynamic Calendar
DATASHEET
The Workfront calendar view is powered by your work—easy, powerful, and beautiful.
How Does Workfront Dynamic Calendar Work For My Team?
dislike From high maintenance calendaring…
Your calendar today has more to do with last week than
the future. Your calendars are manually maintained,
disconnected, out of date, and siloed. In fact, your
calendars are more like artifacts than works of art.
scanner Set and go
The Workfront Calendar View builds itself and stays
built. Just tell the filter builder what projects, what
tasks, and what colors. Built on your work, it shows
your work, automatically.
picture2 A view for every need
Create a calendar for you, for your team, for your
execs, for your clients, even for your customers. As
easy to build as clicking a few buttons; create all the
calendar views you need in seconds.
cloud2 Share the latest without worrying if
it’s the latest
Workfront Calendar Views dynamically represent your
data, so they are always up to date. Never wonder if
your audience is seeing the latest thing again.
If you’re a normal human being, you’re probably used to a project calendar that
you have to manually maintain. It’s disconnected from the work, disorganized, and
painful. The Workfront Calendar View builds itself and stays built, connecting your
world to the work you do. Fire and forget.
network workfront.com telephone2 + 1.866.441.0001 telephone2 +44 (0)1256 807352
Workfront Agile in Action
DATASHEET
Don’t limit yourself to traditional Agile tools. Your world of work is bigger than that.
Why Workfront?
Workfront brings all the work together. Whether you
work in Waterfall, Agile, or a hybrid, we handle the
development, work, collaboration, planning, and
reporting. Everything. Because Workfront is all about
the entire lifecycle of work. Just like you.
As Agile as you are
• Drag and drop story tiles
• Story breakdowns
• Story point configuration
• Configurable columns
• Backlogs
• Interations (sprints)
• Burndown charts
• Drag and drop assigments
• Color-coded stories
• Inline edit
• Estimates
• Flexible team spaces
• Multiple views
• Scrumboard
• Capacity and focus factor
• And much more
You have empowered teams. You rock the Agile metholdology. You love interations.
You move fast, and your code is clean. But your world is bigger than just your code.
You need something more. Workfront brings zen to enterprise work management by
melding your worlds. Agile, meet Workfront—a match made in heaven.
network workfront.com/dam telephone2 + 1.866.441.0001 telephone2 +44 [0] 1256 807352 1
Workfront DAM is a cloud-based digital asset management platform for enterprise
marketing and creative teams. Efficiently manage, search, share and distribute all
your digital media from one central system. Web-based tools help you work quickly
and easily to connect your brand, teams and creative assets.
What is Workfront DAM?
DATASHEET
How Does Workfront DAM Work For My Team?
lookup Centralize & Find
Looking for a digital asset? Make one quick stop for
all of your company’s images, stock photos, videos,
creative files, documents, presentations and more.
Powerful search features deliver exactly what you’re
looking for.
sort Manage & Control
Stay organized and simplify the way you work. Easily
manage all your files and control access and usage.
group5 Collaborate & Conquer
Unify your teams and keep them moving fast with
social communication tools that allow commenting,
real-time alerts and approvals.
cloud-download Distribute & Publish
Easily distribute and share assets with teams and third-
parties. No more FTP uploads or e-mailing large files.
Deliver assets to your website, social networks, CMS
and more.

25. Create a Backlog
Backlog
• Consolidated list of all team work
• Automatically collects all requests
• Due dates
• Priority
• Time estimates

26. Create a Backlog

31. Sprint Planning Meeting
• Review backlog
• Estimate hours
• Make assignments
• Populate (and commit to) sprint

34. Who attends?
• Core production team
• Scrum Master
(Creative Director / Production Manager)
• Stakeholders / Requesters

35. Capacity
• 30 hrs/week/person – Planned Work
• 10 hrs/week/person – Unplanned Work (Open)

37. © 2015 Workfront. All rights reserved.37
Sprint Board
• Stories move from left to right
• New, In Progress, Awaiting Feedback, Done
• Make it public

38. 1 2 3 4
5 6 7 8
9 10 11 1
2
3
4
5
To Do In Progress Done
Sprint Planning
Team
commits to
tasks for the sprint.

41. #AGILECREATIVE

43. #AGILECREATIVE

44. #AGILECREATIVE
Daily Stand-ups
• First thing in the morning
• No sitting! (as brief as possible)
• Identify roadblocks
• Take problem-solving offline

45. #AGILECREATIVE
Three Questions
1. What did you do yesterday?
2. What will you do today?
3. Any roadblocks?

47. Sprint Review
• About the “what” (deliverables)
• Show what was accomplished during sprint
• Demo / discussion

48. Sprint Retrospective
• About the “how” (process)
• Review sprint performance
• Identify ways to improve process
• Make at least one change—treat sprints as an
ongoing process experiment

49. Scrum in Action
The Working Dead Campaign
© 2015 Workfront. All rights reserved.49

51. ENTERPRISE WORK MANAGEMENT:
How to Slay the Dragon
of Enterprise Work
6 tips to be an IT warrior
(NOT A PROJECT MANAGEMENT NOOB)

53. © Workfront 2016 – Proprietary & Confidential Information For Internal Use Only53

54. EBOOK
The Working Dead
Your guide to workplace zombies and
how to stop them from spreading

56. Part 2: Kanban

57. Choosing Your Approach
Kanban works best for:
• Overwhelmed, burned out marketing teams that can’t handle a lot
of process change
• Teams outside of Scrum’s “sweet spot” (i.e. less than 3 or more
than 9)
• Specialized teams who often rely on third-party contributors to
complete projects
• Skeptical teams/organization who want proof agile works before
committing 100%

58. Kanban’s Origin Story

59. Changes
imposed
on a team
out of
context

60. Solve MY problem, or leave me alone!

61. Evolve the process
by removing
bottlenecks

62. Other kinds
of teams
break things

63. Often used by Agile teams to visualize their flow.
You’ve probably seen/used one like this.
Kanban (little k)

64. “Card walls are not inherently kanban systems.
They are merely visual control systems…
...if there is no explicit limit to work-in-progress
and no signaling to pull new work through the
system, it is not a Kanban system.”

65. How do we go from k to K?
k K

66. 1. Limit Work-in-Progress
k K

68. Stop starting and
start finishing

69. Limit WIP = Less Context Switching

70. Lower WIP = More Gets Done

71. 1. Limit Work-in-Progress
2. Visualize Workflow
k K

72. Mapping the flow of work: The way it really works, not the way it should or the
way you wish it would.
Visualizing Workflow – Key Concepts

73. Mapping the Flow of Work

74. Mapping the flow of work: The way it really works, not the way it should or the
way you wish it would.
Defining the start and end points: Map only what your team fully controls.
Realistic entry and exit points are crucial.
Visualizing Workflow – Key Concepts

75. The Beginning and the End

76. Mapping the flow of work: The way it really works, not the way it should or the
way you wish it would.
Defining the start and end points: Map only what your team fully controls.
Realistic entry and exit points are crucial.
Creating the Kanban board: Choosing your first vertical columns, and whether
you need to include buffers and queues to maintain flow.
Visualizing Workflow – Key Concepts

77. Designing Your First Board – No Buffers,
Loose WIP
Ready
(12)
Research/
Prep (4)
Creating
(4)
Editing
(2)
Review
(2)
Pub
Ready

78. Mapping the flow of work: The way it really works, not the way it should or the
way you wish it would.
Defining the start and end points: Map only what your team fully controls.
Realistic entry and exit points are crucial.
Creating the Kanban board: Choosing your first vertical columns, and whether
you need to include buffers and queues to maintain flow.
Visualizing concurrent and unordered activities: Tips to keep tabs on work
that doesn’t flow perfectly from “To Do” to “Done.”
Visualizing Workflow – Key Concepts

79. Writing & Designing
In prog Done
Writing & Designing
In prog Done
Combine
Tricky Work Types: Concurrent

80. Writing & Designing
In prog Done
Writing & Designing
In prog Done
Writing
Images
SEO
Social
Media
Writing
Images
SEO
Social
Tricky Work Types: Unordered

81. Ready Blog posts
Webinar
Event
Email
Ready
In prog
Research /
Prep (2)
Blog
posts
Webinar
Event
Email
Segregating Work Items by Type

82. Who’s
working
When
entered the
system
Due date
Electronic
Ticket ID
Blocked?
What Belongs on a Work Item?

83. Electronic and/or
Physical Boards

84. 1. Limit Work-in-Progress
2. Visualize Workflow
3. Choose Cadences
k K

85. • Delivery
• Planning
• Backlog grooming
• All happen on their own unique cadence.
Decoupled Cadences

86. • Daily standup meetings
• Queue replenishment and prioritization
• Triage/backlog refinement
• Delivery cadence and ad-hoc delivery
Keeping the Cadences

87. Daily Standup Meetings

88. ...and After Meetings
Daily Standup Meetings

89. WHO? Business representatives, product owners, stakeholders who care
what the team delivers. Highest level that’s feasible.
Queue Replenishment (Backlog Grooming)

90. WHO? Business representatives, product owners, stakeholders who care
what the team delivers. Highest level that’s feasible.
WHAT? Means of figuring out the most important work for the team based
on business value, priorities, strategies.
Queue Replenishment (Backlog Grooming)

91. WHO? Business representatives, product owners, stakeholders who care
what the team delivers. Highest level that’s feasible.
WHAT? Means of figuring out the most important work for the team based
on business value, priorities, strategies.
WHEN? Last responsible moment; as frequently as is reasonably possible;
recommended: weekly.
Queue Replenishment (Backlog Grooming)

92. Queue Replenishment (Backlog Grooming)
WHO? Business representatives, product owners, stakeholders who care
what the team delivers. Highest level that’s feasible.
WHAT? Means of figuring out the most important work for the team based
on business value, priorities, strategies.
WHEN? Last responsible moment; as frequently as is reasonably possible;
recommended: weekly.
WHY? Fill the team’s queue regularly so they’re constantly working on the
most valuable work. Optimize coordination efforts.

93. WHO? Typically same people as queue replenishment
Backlog Triage

94. WHO? Typically same people as queue replenishment
WHAT? Means of keeping the backlog current and uncluttered; stay or go
decision only — no stack ranking.
Backlog Triage

95. WHO? Typically same people as queue replenishment
WHAT? Means of keeping the backlog current and uncluttered; stay or go
decision only — no stack ranking.
WHEN? Relatively infrequent — monthly, quarterly, 2x per year
Backlog Triage

96. WHO? Typically same people as queue replenishment
WHAT? Means of keeping the backlog current and uncluttered; stay or go
decision only — no stack ranking.
WHEN? Relatively infrequent — monthly, quarterly, 2x per year
WHY? Reduce backlog size → facilitates shorter prioritization meetings;
no more than 3 months of work, 1 month if highly volatile
Backlog Triage

97. Delivery Cadence &
Ad-hoc Delivery

98. 1. Limit Work-in-Progress
2. Visualize Workflow
3. Choose Cadences
4. Make Policies Explicit
k K

99. • Different types of work should be handled differently. Make policies explicit.
• Eliminate need for estimate/analysis.
• Typically defined by business impact.
• Max 6 classes.
Make Policies Explicit

100. Expedite Fixed
Delivery Date
Standard Intangible
Classes of Service – Examples

101. • Explicit policies for how we handle the different types of work that
come into our system.
• Allows more team flexibility while optimizing economic outcome.
• Creates trust in team performance.
Service Level Agreements (SLAs)

102. Example for an Expedite item:
• Use white cards
• Only one at a time (i.e. WIP = 1)
• Qualified resource must pull immediately; other work put
on hold to process
• WIP limit for workflow may be exceeded to process
• Special release may be planned
• Target lead time = 5 days
Policies & Exceptions

103. • Definition of Done for various work types
• Situations that trigger retrospectives or
Kaizen
• How work makes its way into the backlog
• Etc.
Other Policies to Consider

104. ● Kanban = Scrum alternative
● kanban boards common
● kanban → Kanban
○ Limit Work-in-Progress
○ Visualize Workflow
○ Choose Cadences
○ Make Policies Explicit
To Review:

105. Guide to Kanban for Agile Marketing
Limited WIP Society
Personal Kanban: Mapping Work | Navigating Life
Kanban: Successful Evolutionary Change for Your
Technology Business
Should You Kanban? - Quiz
Kanban Resources

106. http://bit.ly/sxsw-agile
More on choosing the right
methodology for your Agile
marketing team in a free
ebook.

107. © 2015 Workfront. All rights reserved.