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Alignment of strategy,
roadmap, and backlog
The Product Mentor Session 11
For references and more info:
https://tinyurl.com/strat-road-back
Chris Butler
Chief Product Architect @ IPsoft
TBPP 2016, TPM 4/6-11
19 years of product and BD
Microsoft, Waze, Philosophie,
Horizon Ventures, KAYAK,
and started my own company (failed)
chrizbo@gmail.com
@chrizbot
Alignment of strategy, roadmap, and backlog
● What are these things…?
● ...and how are they done wrong?
● What is alignment…?
● ...and how do you get it?
What are these things?
Strategy: what is the key problem are we solving and why us?
Roadmap: how do we prioritize the sub-problems we have to solve?
Backlog: what focused work are we doing right now?
Strategy
One thing we agree on
as an organization...
...and disagree about
everything else
What is bad strategy?
● Failure to face the challenge
● Mistaking goals for strategy
● Bad strategic objectives - just a list of things to do
● Fluff
Why is bad strategy bad?
● Doesn’t link high level with day to day action
● Focuses the team on the wrong things
○ Or doesn’t focus the team
● Avoids tough decisions
● Makes the wrong tradeoffs
○ Or assumes that you have to make tradeoffs at all
Strategy anti-patterns
Failure to face the
challenge
Mistaking goals and
planning for strategy
Just a list of things to do
Each person’s own
strategy
It isn’t written down
About the future, rather
than the present
SWOT
Fluff
Our strategy is agile. We will lead a customer focused effort
of the market through our use of digital transformation and
leaders to build a big data. By being both cloud based and
disruptive, our digital first approach will drive virtual reality
throughout the organization. Synergies between our
revolution and growth will enable us to capture the upside by
becoming open in a collaborative world. These
transformations combined with design thinking due to our
social media will create an artificial intelligence through
ecosystem and data leaders.
Strategy Madlibs
https://strategy-madlibs.herokuapp.com/
What is good strategy?
Strategy kernel
A diagnosis: an explanation of the nature of the challenge. A good diagnosis
simplifies the often overwhelming complexity of reality by identifying certain
aspects of the situation as being the critical ones.
A guiding policy: an overall approach chosen to cope with or overcome the
obstacles identified in the diagnosis.
Coherent actions: steps that are coordinated with one another to support the
accomplishment of the guiding policy.
Example
Doctor’s kernel
A diagnosis: a set of signs and symptoms together with a history. The doctor
makes a clinical diagnosis, naming a disease or pathology.
A guiding policy: therapeutic approach chosen is the doctor.
Coherent actions: specific prescriptions for diet, therapy, and medication.
Nvidia’s kernel
A diagnosis: in the emerging 3D gaming market the more power you could
provide the more the market would buy.
A guiding policy: break out of 18 month development cycles in favor of six month
cycles, meaning that they were the newest product most of the time.
Coherent actions:
● Three development teams working in parallel
● Bad drivers created development risk, so they took control over drivers
● They outsourced fabrication; it wasn’t essential to control
● They sold to computer makers rather than board makers; concentrated
buyers helped them grow from a marginal position
Airbnb’s (possible) kernel
A diagnosis: there is a lack of liquidity in the short term stay market that keeps
travelers staying in high priced hotels.
A guiding policy: two sided marketplace for guest to connect with hosts.
Coherent actions:
● Simple booking experience like hotels
● Guests and hosts provide feedback on each other to keep the marketplace
fair and removes bad actors
● Ignore local tourism taxes and policies, while they can
● ...
Strategies as mental models
Your organization’s mental model
“If the facts don't hang together
on a latticework of theory, you
don't have them in a usable
form.”
- Charlie Munger
Compress to impress
“Getting our
house in order”
- Jeff Bezos
Compress further
“gentle”
- Melinda Gates
Strategy
Roadmap
What are the basics?
● List of (bigger) things to address
● Ordered in priority to be addressed
● Shared within the team
● More future means less certain
What is good roadmapping?
Roadmap anti-patterns
Conflating strategy,
mission, or vision
with roadmaps
Not linking strategy
with the roadmap
All about features
Inside-out thinking
Backlog or icebox
of ideas
Carefully set by the
product person alone
Roadmap
Backlog
The “to do” list
What are the basics?
● List of things “to do”
● Each item in format appropriate for your team
● Ordered in priority to be done
● Meet some definition of ‘ready’
“Controversial” aspects
● Includes estimates or points
● Already has acceptance criteria
● Generated before the planning meeting
○ Or drawn from another list somewhere else
● Just dev tasks
Backlog anti-patterns
It is huge
Generated way in
advance
It is full of ideas, not
qualified work
Items are just
research findings
Never changed
Backlog
Alignment
Strategy: timeless and forever
Roadmap: for the foreseeable future
Backlog: within this sprint
Alignment anti-patterns
Mistaking status
emails as alignment
???
Re-alignment
(and tempo)
Make it part of every planning/review meeting
Have conversations when you detect drift
Ask the question:
“Do you know how
your work connects to
the strategy?”
Re-alignment
(and tempo)
In closing
● Strategy: one thing we agree on
● Roadmap: prioritization of problems
● Backlog: latest thinking
● Watch out for the anti-patterns
● Your strategy, roadmap, and backlog should always be in alignment
Thank you
For references and more info:
https://tinyurl.com/strat-road-back

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Alignment of strategy, roadmap, and backlog

  • 1. Alignment of strategy, roadmap, and backlog The Product Mentor Session 11 For references and more info: https://tinyurl.com/strat-road-back
  • 2. Chris Butler Chief Product Architect @ IPsoft TBPP 2016, TPM 4/6-11 19 years of product and BD Microsoft, Waze, Philosophie, Horizon Ventures, KAYAK, and started my own company (failed) chrizbo@gmail.com @chrizbot
  • 3. Alignment of strategy, roadmap, and backlog ● What are these things…? ● ...and how are they done wrong? ● What is alignment…? ● ...and how do you get it?
  • 4. What are these things? Strategy: what is the key problem are we solving and why us? Roadmap: how do we prioritize the sub-problems we have to solve? Backlog: what focused work are we doing right now?
  • 6.
  • 7.
  • 8. One thing we agree on as an organization... ...and disagree about everything else
  • 9.
  • 10. What is bad strategy? ● Failure to face the challenge ● Mistaking goals for strategy ● Bad strategic objectives - just a list of things to do ● Fluff
  • 11. Why is bad strategy bad? ● Doesn’t link high level with day to day action ● Focuses the team on the wrong things ○ Or doesn’t focus the team ● Avoids tough decisions ● Makes the wrong tradeoffs ○ Or assumes that you have to make tradeoffs at all
  • 13. Failure to face the challenge
  • 15. Just a list of things to do
  • 18. About the future, rather than the present
  • 19. SWOT
  • 20. Fluff
  • 21. Our strategy is agile. We will lead a customer focused effort of the market through our use of digital transformation and leaders to build a big data. By being both cloud based and disruptive, our digital first approach will drive virtual reality throughout the organization. Synergies between our revolution and growth will enable us to capture the upside by becoming open in a collaborative world. These transformations combined with design thinking due to our social media will create an artificial intelligence through ecosystem and data leaders. Strategy Madlibs https://strategy-madlibs.herokuapp.com/
  • 22. What is good strategy?
  • 23.
  • 24. Strategy kernel A diagnosis: an explanation of the nature of the challenge. A good diagnosis simplifies the often overwhelming complexity of reality by identifying certain aspects of the situation as being the critical ones. A guiding policy: an overall approach chosen to cope with or overcome the obstacles identified in the diagnosis. Coherent actions: steps that are coordinated with one another to support the accomplishment of the guiding policy.
  • 26. Doctor’s kernel A diagnosis: a set of signs and symptoms together with a history. The doctor makes a clinical diagnosis, naming a disease or pathology. A guiding policy: therapeutic approach chosen is the doctor. Coherent actions: specific prescriptions for diet, therapy, and medication.
  • 27.
  • 28. Nvidia’s kernel A diagnosis: in the emerging 3D gaming market the more power you could provide the more the market would buy. A guiding policy: break out of 18 month development cycles in favor of six month cycles, meaning that they were the newest product most of the time. Coherent actions: ● Three development teams working in parallel ● Bad drivers created development risk, so they took control over drivers ● They outsourced fabrication; it wasn’t essential to control ● They sold to computer makers rather than board makers; concentrated buyers helped them grow from a marginal position
  • 29. Airbnb’s (possible) kernel A diagnosis: there is a lack of liquidity in the short term stay market that keeps travelers staying in high priced hotels. A guiding policy: two sided marketplace for guest to connect with hosts. Coherent actions: ● Simple booking experience like hotels ● Guests and hosts provide feedback on each other to keep the marketplace fair and removes bad actors ● Ignore local tourism taxes and policies, while they can ● ...
  • 31. Your organization’s mental model “If the facts don't hang together on a latticework of theory, you don't have them in a usable form.” - Charlie Munger
  • 32. Compress to impress “Getting our house in order” - Jeff Bezos
  • 36.
  • 37. What are the basics? ● List of (bigger) things to address ● Ordered in priority to be addressed ● Shared within the team ● More future means less certain
  • 38. What is good roadmapping?
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 45. Conflating strategy, mission, or vision with roadmaps
  • 50. Carefully set by the product person alone
  • 54. What are the basics? ● List of things “to do” ● Each item in format appropriate for your team ● Ordered in priority to be done ● Meet some definition of ‘ready’
  • 55. “Controversial” aspects ● Includes estimates or points ● Already has acceptance criteria ● Generated before the planning meeting ○ Or drawn from another list somewhere else ● Just dev tasks
  • 59. It is full of ideas, not qualified work
  • 64.
  • 65. Strategy: timeless and forever Roadmap: for the foreseeable future Backlog: within this sprint
  • 68. ???
  • 70.
  • 71. Make it part of every planning/review meeting
  • 72. Have conversations when you detect drift
  • 73. Ask the question: “Do you know how your work connects to the strategy?”
  • 75. In closing ● Strategy: one thing we agree on ● Roadmap: prioritization of problems ● Backlog: latest thinking ● Watch out for the anti-patterns ● Your strategy, roadmap, and backlog should always be in alignment
  • 76. Thank you For references and more info: https://tinyurl.com/strat-road-back