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The Essential Product
       Owner
 Partnering with the Team


                                      Bob Galen
                President & Principal Consultant
                                     RGCG, LLC
                               bob@rgalen.com

    © 2013 cPrime Inc., All Rights Reserved
Introduction: Bob Galen



• Somewhere ‘north’ of 30 years experience 
• Various lifecycles – Waterfall variants, RUP, Agile, Chaos…
• Various domains – SaaS, Medical, Financial Services, Computer & Storage
  Systems, eCommerce, and Telecommunications
• Developer first, then Project Management / Leadership, then Testing
• Leveraged ‘pieces’ of Scrum in late 90’s; before ‘agile’ was ‘Agile’
• Agility @ Lucent in 2000 – 2001 using Extreme Programming
• Formally using Scrum since 2000
• Currently independent Agile Coach at RGCG, LLC and Director of Agile
  Solutions at Zenergy Technologies
• From Cary, North Carolina
• Connect w/ me via LinkedIn and Twitter if you wish…

                               Bias Disclaimer:
     Agile is THE BEST Methodology for Software Development…
                    However, NOT a Silver Bullet!


                                                                            2
When I say Product Owner…?


                      Customer
                   Business Analyst
                     Stakeholder
                   Product Manager
                 Requirement Provider

Anyone tasked with describing and accepting business facing
             value produced by an agile team

             Clearly the reference is Scrum-centric



                                                              3
Audience?
Truly not Product Owner centric
Agile methodology agnostic

I‘m trying to imply a whole-team view, where the entire
team:
   –   Collaborates on the work
   –   Elaborates stories
   –   Delivers on value
   –   Delivers on quality




                                                          4
My focus:
Simple Patterns vs. Essential Patterns


              Simple Patterns – Good!

     Essential Patterns – Collaborative & Better!



          Stories from the ‘Trenches’
            Some patterns, some anti-patterns




                                                    5
Who owns the Backlog?


Simple pattern: The Product Owner ‗Owns‘ the Product
                       Backlog

                 Essential pattern
  It Takes a Village to ‗Own‘ the Backlog




                                                   6
It Takes a Village to ‗Own‘ the Backlog


      Product Organization – Product Owners

        Stakeholders           Executives

        Business Analysts          Testers

   Software Programmers, Developers, Engineers

       Scrum Masters        Project Managers


                                                 7
Injection / Influence Points


• Active in Sprint Reviews
• Sit with or visit the team; daily interactions!
• Have courage to ―Tell Truth‖ to Leadership & the
  Team
• Working code…reviewed…accepted…deployed
• Shared vision, goals, ownership,
  challenges, successes & failures

But importantly a singular, decisive voice!
Is there only one?

                                                     8
Goal Setting?


       Simple pattern: Defining a Sprint Goal

                 Essential pattern
         Leading with your Goals




                                                9
Leading with Goal Setting


 Release Goals
 Sprint Goals
 Feature Acceptance



   Over Features,
    Stories, and Tasks
   Value-driven
   Envisioning
   Chartering

                            10
Goal Setting Stories
A Survival Goal (Michael)
  –   Startup, first Scrum sprint, early financing, successful
      DEMO

A Quality Goal (Jon)
  –   Complex errors, $$$, explore ATDD, correct business
      logic, ‘Stretch’ -- innovation

Release Goals (Rob)
  –   New message creation engine; intuitive for SMB
      customers,
  –   Release #1 – MMF / Entry, Release #2 – Stabilization &
      Templates and Release #3 – Complex Editing


                                                                 11
Backlog Management?


       Simple pattern: Backlog Grooming

               Essential pattern
 Active & Congruent Backlog Grooming




                                          12
Influencing Grooming Dynamics

                                     Product
PO Influence (Max)                   Owner
   – eCommerce company
   – PO was incredibly well-liked;
                                       Founder
     influential
   – Team was there to please…to a
     fault


Leadership Influence (Todd)
   – Start-up
   – CTO was
     founder, architect, developer
                                     Team
   – Planning poker with a ‘twist’

                                               13
Active Backlog Grooming
• Bring goals & stories to the table; but be open to
  change
• Listen actively
• Don‘t predetermine size nor complexity; trust your
  team
• Don‘t negotiate…collaborate
• Organic explorations of scope and options as you
  get closer to execution
• Explore execution dynamics – architecture & design,
  testing, non-functional, deployment, and risk
• Apply pressure on – value flow, quality & sustainable
  pace

                                                     14
Active Backlog Grooming


  Remembering that the backlog is a shared
construct that represents a workflow. It‘s not
simply a set of features, but teams need to be
  able to see the ―big picture‖ and flow from
             here-to-there as well.

    Visit it often; take your time to gather
   understanding and determine your path



                                               15
Big Picture?


         Simple pattern: Release Planning

                Essential pattern
        Multi-threaded Look Ahead




                                            16
A Tapestry that Includes Threads for…


Things to do…                      Deployment
                                   Regulatory
Features                           Dependency
Value increments                   Risk
Architecture                       Feedback
Design                             Customer
Process                            timing
Quality                            Tempo
Testing
                                   …Guiding us
In a Context-                      towards
Based fashion…                     customer
                                   value

                                                 17
Unhealthy Backlogs - Anti-patterns
•   PO drops off a list
•   Overloaded priority
•   Too short-sighted (small) or too robust (long)
•   Dependencies trivialized or not there
•   Simplistic testing assumed
•   No consideration for technical debt
    – Development, testing, legacy code, defect backlogs, etc.
• Ignore value
• Trivialize deployment
• Miss the opportunity for investigation


                                                                 18
Healthy Postures in Creating the Backlog
• Allow the solution to emerge; just-in-time; KISS

• Look-ahead, but not too far; iterate

• Quality / Debt recovery should result in stories

• Thoughtful workflow matters; so trust your teams‘
  input

• Think in terms of ‗Delivery‘ to your customer and
  ‗Done‘

                                                      19
Big Picture? Innovation?


       Simple pattern: Work With The Team

                Essential pattern
   Cementing a ―Creative Partnership‖
        Between PO and Team




                                            20
Partnership Story
Link was a Product Owner in an eCommerce company
   – Conversations around the competitive landscape
   – Technology innovation that might be useful
   – Quarterly presentation on long term strategy; inclusive of
     teams’ ideas
   – Team included in corporate strategy sessions

What do you think it drove?
   – Shared ‘Ownership’
   – True, Wisdom of Crowds innovation & creativity from the
     team
   – Teams’ understanding of value and problem domain
   – KISS solutions

                                                                  21
Round-trip Exposure
• Allow the team time to Explore

• Allow the team to Experiment, Stretch, and Fail
   – Proudly share failures; stretch points; innovative efforts


• Always draw learning from Retrospective,

• Know when to ‗Push‘ and when to ‗Pull‘

• Share your ‗Pressures‘


                                                                  22
Built to Last?


         Simple pattern: Of Course, Quality

                 Essential pattern
      Build it Right & Keep it Clean—
             No Matter the Cost




                                              23
Who Decides on Quality?
• Of Course, Quality isn‘t a simple pattern, it‘s a
  façade

• Jim Coplien responding to a point on Scrum Alliance
  leadership (paraphrased)…
    Value doesn’t matter when examining technical debt. Rather, that
   cleaning up after yourself transcended the normal determination of
 business value and was simply an inherent part of delivering software.
 That it is our responsibility and is non-negotiable. The decision-making
   wasn’t FOR the business-side, but instead resides within the team.


• Listen to your team!
• Ask the ‗Right‘ questions!

                                                                        24
Technical Debt
Intentional vs.
   – We don’t have the time, you’re simply gold-plating, I don’t
     trust you or your overreacting
Unintentional
   – Mistakes, M&A activity, poor design choices, skill gaps,
     etc.


Warning signs & terms
   – Hacking, Crufty Code, Over complexity
   – Fear Factor (FUD), Estimate Inflation


Annual pilgrimage for debt relief (Mark)

                                                                   25
Manifesto for Software Craftsmanship
http://manifesto.softwarecraftsmanship.org

     As aspiring Software Craftsmen we are raising the bar of
 professional software development by practicing it and helping
 others learn the craft. Through this work we have come to value:


Not only working software, but also well-crafted software
Not only responding to change, but also steadily adding value
Not only individuals and interactions, but also a community of
professionals
Not only customer collaboration, but also productive partnerships


That is, in pursuit of the items on the left we have found the items
                  on the right to be indispensable.




                                                                     26
Wrapping Up
Essential Patterns Review


1. It Takes a Village to ‗Own‘ the Backlog
2. Leading with your Goals
3. Active & Congruent Backlog Grooming
4. Multi-threaded Look Ahead
5. Cementing a ―Creative Partnership‖ Between PO
   and Team
6. Build it Right & Keep it Clean—No Matter the Cost




                                                       27
Wrap-up


• What were the most compelling
  ideas, stories, or lessons?
• What adjustments will you make in your Product
  Ownership?
• What ideas did I miss?

• Final questions or discussion?


        Thank you!

                                                   28
Contact Info

                     Bob Galen
              Principal Consultant,
         RGalen Consulting Group, L.L.C.

       Experience-driven agile focused
       training, coaching & consulting
                Contact: (919) 272-0719
                  bob@rgalen.com
                  www.rgalen.com



                        Blogs
Project Times - http://www.projecttimes.com/robert-
galen/
BA Times - http://www.batimes.com/robert-galen/

Podcast on all things ‗agile‘ - http://www.meta-cast.com/




                                                            29

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The Essential Product Owner - Partnering with the team

  • 1. The Essential Product Owner Partnering with the Team Bob Galen President & Principal Consultant RGCG, LLC bob@rgalen.com © 2013 cPrime Inc., All Rights Reserved
  • 2. Introduction: Bob Galen • Somewhere ‘north’ of 30 years experience  • Various lifecycles – Waterfall variants, RUP, Agile, Chaos… • Various domains – SaaS, Medical, Financial Services, Computer & Storage Systems, eCommerce, and Telecommunications • Developer first, then Project Management / Leadership, then Testing • Leveraged ‘pieces’ of Scrum in late 90’s; before ‘agile’ was ‘Agile’ • Agility @ Lucent in 2000 – 2001 using Extreme Programming • Formally using Scrum since 2000 • Currently independent Agile Coach at RGCG, LLC and Director of Agile Solutions at Zenergy Technologies • From Cary, North Carolina • Connect w/ me via LinkedIn and Twitter if you wish… Bias Disclaimer: Agile is THE BEST Methodology for Software Development… However, NOT a Silver Bullet! 2
  • 3. When I say Product Owner…? Customer Business Analyst Stakeholder Product Manager Requirement Provider Anyone tasked with describing and accepting business facing value produced by an agile team Clearly the reference is Scrum-centric 3
  • 4. Audience? Truly not Product Owner centric Agile methodology agnostic I‘m trying to imply a whole-team view, where the entire team: – Collaborates on the work – Elaborates stories – Delivers on value – Delivers on quality 4
  • 5. My focus: Simple Patterns vs. Essential Patterns Simple Patterns – Good! Essential Patterns – Collaborative & Better! Stories from the ‘Trenches’ Some patterns, some anti-patterns 5
  • 6. Who owns the Backlog? Simple pattern: The Product Owner ‗Owns‘ the Product Backlog Essential pattern It Takes a Village to ‗Own‘ the Backlog 6
  • 7. It Takes a Village to ‗Own‘ the Backlog Product Organization – Product Owners Stakeholders Executives Business Analysts Testers Software Programmers, Developers, Engineers Scrum Masters Project Managers 7
  • 8. Injection / Influence Points • Active in Sprint Reviews • Sit with or visit the team; daily interactions! • Have courage to ―Tell Truth‖ to Leadership & the Team • Working code…reviewed…accepted…deployed • Shared vision, goals, ownership, challenges, successes & failures But importantly a singular, decisive voice! Is there only one? 8
  • 9. Goal Setting? Simple pattern: Defining a Sprint Goal Essential pattern Leading with your Goals 9
  • 10. Leading with Goal Setting  Release Goals  Sprint Goals  Feature Acceptance  Over Features, Stories, and Tasks  Value-driven  Envisioning  Chartering 10
  • 11. Goal Setting Stories A Survival Goal (Michael) – Startup, first Scrum sprint, early financing, successful DEMO A Quality Goal (Jon) – Complex errors, $$$, explore ATDD, correct business logic, ‘Stretch’ -- innovation Release Goals (Rob) – New message creation engine; intuitive for SMB customers, – Release #1 – MMF / Entry, Release #2 – Stabilization & Templates and Release #3 – Complex Editing 11
  • 12. Backlog Management? Simple pattern: Backlog Grooming Essential pattern Active & Congruent Backlog Grooming 12
  • 13. Influencing Grooming Dynamics Product PO Influence (Max) Owner – eCommerce company – PO was incredibly well-liked; Founder influential – Team was there to please…to a fault Leadership Influence (Todd) – Start-up – CTO was founder, architect, developer Team – Planning poker with a ‘twist’ 13
  • 14. Active Backlog Grooming • Bring goals & stories to the table; but be open to change • Listen actively • Don‘t predetermine size nor complexity; trust your team • Don‘t negotiate…collaborate • Organic explorations of scope and options as you get closer to execution • Explore execution dynamics – architecture & design, testing, non-functional, deployment, and risk • Apply pressure on – value flow, quality & sustainable pace 14
  • 15. Active Backlog Grooming Remembering that the backlog is a shared construct that represents a workflow. It‘s not simply a set of features, but teams need to be able to see the ―big picture‖ and flow from here-to-there as well. Visit it often; take your time to gather understanding and determine your path 15
  • 16. Big Picture? Simple pattern: Release Planning Essential pattern Multi-threaded Look Ahead 16
  • 17. A Tapestry that Includes Threads for… Things to do… Deployment Regulatory Features Dependency Value increments Risk Architecture Feedback Design Customer Process timing Quality Tempo Testing …Guiding us In a Context- towards Based fashion… customer value 17
  • 18. Unhealthy Backlogs - Anti-patterns • PO drops off a list • Overloaded priority • Too short-sighted (small) or too robust (long) • Dependencies trivialized or not there • Simplistic testing assumed • No consideration for technical debt – Development, testing, legacy code, defect backlogs, etc. • Ignore value • Trivialize deployment • Miss the opportunity for investigation 18
  • 19. Healthy Postures in Creating the Backlog • Allow the solution to emerge; just-in-time; KISS • Look-ahead, but not too far; iterate • Quality / Debt recovery should result in stories • Thoughtful workflow matters; so trust your teams‘ input • Think in terms of ‗Delivery‘ to your customer and ‗Done‘ 19
  • 20. Big Picture? Innovation? Simple pattern: Work With The Team Essential pattern Cementing a ―Creative Partnership‖ Between PO and Team 20
  • 21. Partnership Story Link was a Product Owner in an eCommerce company – Conversations around the competitive landscape – Technology innovation that might be useful – Quarterly presentation on long term strategy; inclusive of teams’ ideas – Team included in corporate strategy sessions What do you think it drove? – Shared ‘Ownership’ – True, Wisdom of Crowds innovation & creativity from the team – Teams’ understanding of value and problem domain – KISS solutions 21
  • 22. Round-trip Exposure • Allow the team time to Explore • Allow the team to Experiment, Stretch, and Fail – Proudly share failures; stretch points; innovative efforts • Always draw learning from Retrospective, • Know when to ‗Push‘ and when to ‗Pull‘ • Share your ‗Pressures‘ 22
  • 23. Built to Last? Simple pattern: Of Course, Quality Essential pattern Build it Right & Keep it Clean— No Matter the Cost 23
  • 24. Who Decides on Quality? • Of Course, Quality isn‘t a simple pattern, it‘s a façade • Jim Coplien responding to a point on Scrum Alliance leadership (paraphrased)… Value doesn’t matter when examining technical debt. Rather, that cleaning up after yourself transcended the normal determination of business value and was simply an inherent part of delivering software. That it is our responsibility and is non-negotiable. The decision-making wasn’t FOR the business-side, but instead resides within the team. • Listen to your team! • Ask the ‗Right‘ questions! 24
  • 25. Technical Debt Intentional vs. – We don’t have the time, you’re simply gold-plating, I don’t trust you or your overreacting Unintentional – Mistakes, M&A activity, poor design choices, skill gaps, etc. Warning signs & terms – Hacking, Crufty Code, Over complexity – Fear Factor (FUD), Estimate Inflation Annual pilgrimage for debt relief (Mark) 25
  • 26. Manifesto for Software Craftsmanship http://manifesto.softwarecraftsmanship.org As aspiring Software Craftsmen we are raising the bar of professional software development by practicing it and helping others learn the craft. Through this work we have come to value: Not only working software, but also well-crafted software Not only responding to change, but also steadily adding value Not only individuals and interactions, but also a community of professionals Not only customer collaboration, but also productive partnerships That is, in pursuit of the items on the left we have found the items on the right to be indispensable. 26
  • 27. Wrapping Up Essential Patterns Review 1. It Takes a Village to ‗Own‘ the Backlog 2. Leading with your Goals 3. Active & Congruent Backlog Grooming 4. Multi-threaded Look Ahead 5. Cementing a ―Creative Partnership‖ Between PO and Team 6. Build it Right & Keep it Clean—No Matter the Cost 27
  • 28. Wrap-up • What were the most compelling ideas, stories, or lessons? • What adjustments will you make in your Product Ownership? • What ideas did I miss? • Final questions or discussion? Thank you! 28
  • 29. Contact Info Bob Galen Principal Consultant, RGalen Consulting Group, L.L.C. Experience-driven agile focused training, coaching & consulting Contact: (919) 272-0719 bob@rgalen.com www.rgalen.com Blogs Project Times - http://www.projecttimes.com/robert- galen/ BA Times - http://www.batimes.com/robert-galen/ Podcast on all things ‗agile‘ - http://www.meta-cast.com/ 29