Requirements Tree: Focusing your efforts on the highest value work

Requirement is a nebulous term.  It can mean something large like a strategy, to smaller items like features, user stories, or tasks. People often throw around the word requirement without a strong sense of the type of requirement it is or the level it belongs. It is important for clarity and common understanding across organizations and teams. Otherwise, it can be quite confusing as to which level people are discussing. 

To gain this common understand of the various levels of requirement, I recommend starting by establishing a requirements tree.  It is a structure that represents the relative hierarchy amongst various requirements elements within your enterprise. It makes it clear how requirements levels are connected. For example, a feature is a requirements element that is at the larger than a user story, so I would expect to find multiple children (aka, user stories) to the build a feature.  Think of it as your requirements lineage. 

What are advantages of creating a requirements tree? First, it ensures that requirements elements at the lower level (aka., the children) are aligned to higher level and presumably high value requirements elements. This ensures that you are putting all of your company’s effort on the highest value work. Second, it helps you determine if there are random requirements that made their way in through a back door.  Third, the requirements tree provides context of the level of requirement being discussed and traceability in the hierarchy.  

What are the various requirements elements and hierarchy? There is no industry standard group in either and they can vary from enterprise to enterprise. The key is to establish yours.  I like to start with corporate strategy and end with tasks as illustrated in the figure. 

Once you establish the levels of your requirements tree, it is important to craft a definition to describe each level.  Using the requirement levels from the figure, here is how I describe each level.  A strategy sets  direction for the enterprise.  An idea is a high customer value and outcome-based opportunity.  An increment is an end-to-end slice of the idea to provide value and validate of the idea.  An epic is a function or feature.  A user story is a requirement that fits into a sprint of a week or two and has one persona.  A task is a very small unit of work that incrementally builds the user story. 

In addition, when you have the requirements tree and definitions of each level, you can align roles of who should be working on those levels with expectations and outcomes of each level. 

You may notice that instead of putting the strategy on top, I place it on the bottom.  I do this to represent the strategy as the trunk of the tree as this should provide guidance for how the smaller requirements elements (e.g., ideas, increments, epics, user stories, and tasks) should grow. While your strategy may adapt over time based on customer feedback and the changing marketplace, it should guide the type of work you may consider working on. 

The key to your requirements tree is for you to establish one that makes sense for the type of work you do.  For example, if you only have one division in your company, then a division strategy isn’t necessary.  You may also work with business requirements so place them in the right level for your tree. Those that may consider creating a requirements tree are a combination of executives, portfolio, product owners, and team members.  Once crafted, it should be shared with everyone for a common understanding and a way to validate that the work at the team level is aligned with the highest value work.

Note: For more information on the Requirements Tree, read Chapter 15 of the book "The Agile Enterprise". 

 

Story Telling with Story Mapping

Once upon a time, a customer had a great buying experience on a website.  The customer loved how from the moment the customer was on the site to the moment they checked out a product, the process was intuitive and easy to use.   The process and design of the customer experience was not by accident.  In fact, it was done very methodically using story mapping. 

What is Story Mapping

Story Mapping is both a visual practice that provides you with an understanding of how a user might use a feature and a decomposition practice that helps you consider how you may incrementally decompose an idea. Established by Jeff Patton, the visual portion helps the team understand the customer experience by imagining what the customer process might be.  This promotes the team to think through elements of what the customer finds as valuable. 

The decomposition portion allows the team to think through a number of options which represent pieces of work (e.g. epics and user stories) on how to incrementally build the feature to gain the most feedback from the customer.  This helps both validate the value of the idea and ensures the idea is being built in a way that provides the best customer experience. 

Benefits of Story Mapping

Story Mapping is a way to bridge the gap between an idea and the incremental work ahead.  It's a great way to decompose an idea to a number of unique user stories.  What are some additional benefits of story mapping?

• It moves away from thinking of functionality first and toward the customer experience first. 
• It provides the big picture and end-to-end view of the work ahead
• It's a decomposition tool from idea to multiple user stories. 
• It asks the team to identify the highest value work from a customer perspective and where you may want the most customer feedback.
• It advocates cutting only one increment of work at a time instead realizing that feedback from the current increment will help shape subsequent increments. 

Getting started with Story Mapping

How might you get started in establishing a story map?  It starts by having wall space available to place the customer experience upon.  Next you educate the team on the story mapping process (see below).  Its best to keep to a Scrum team size (e.g., 7 +/-2), where everyone participates in the process.  Then as a team, follow these high-level steps:

• Create the “backbone” of the story map.  These are the big tasks that the users engage with. Capture the end-to-end customer experience.  Start by asking “what do users do?”  You may use a quiet brainstorming approach to get a number of thoughts on the wall quickly
• Then start adding steps that happen within each backbone.  
• From there explore activities or options within each step.  Ask, what are the specific things a customer would do here?  Are there alternative things they could do?  These activities may be epics and even user stories. 
• Create the “walking skeleton”.  This is where you slice a set of activities or options that can give you the minimum end-to end value of customer experience.  Only cut enough work that can be completed within one to three sprints that represents customer value. 

As you view the wall, the horizontal access defines the flow of which you place the backbone and steps.  The vertical access under each contains the activities or options represented by epics and user stories for that particular area. Use short verb/noun phrases to capture the backbones, steps, and activities (e.g. capture my address, view my order status, receive invoice). 

Next time your work appears to represent a customer experience, consider the story mapping tool as a way to embrace the customer perspective.  Story mapping provides a valuable tool for the team to understand the big picture, while decomposing the experience to more bite size work that allows for optionality for cutting an increment of work.  Its another tool in your requirements decomposition toolkit.  

Agile Requirements - A Promise for a Collaborative Conversation

Most topics surrounding the establishment of requirements revolve around how to write them (including my recent article entitled User Story Writing Starter Kit).  However, not enough is written about the key ingredient of a robust requirements process.  Some will say that when you document the requirement, you are done with the requirements process.  I content, that this is just the beginning.  The real value of a requirements process is not just writing it down, it is to begin the collaborative discussion. 

In an Agile world writing down a requirement begins the discussion between the business and engineering side.  Whether this is between the Product Owner and Development team or the Customer and Programmer/Tester, the importance is that a shared understanding begins.  This discussion initiates the learning amongst the business and engineering side where the engineering side more thoroughly understands the business value of the requirement and the business side better understands the technical options of the requirement.

It goes much deeper than this.  In the old world, there is a typically only a one or few folks who attempt to capture the whole requirement in a documented form.  This forms the basis for a requirement specification that may get ‘thrown over the wall’ to development.

I would suggest a much more robust approach starts with writing down the requirement and then continues with the fleshing-out of the requirement in a collaborative manner with the whole team.  This utilizes the brainpower of the whole team whereby each member may contribute to the understanding of the requirement and how to best provide a working solution for that requirement. 

From a process perspective, the discussion first begins when the requirement gets introduced by the Product Owner to the Development team.  As an example, this could be in a grooming, refinement, agile release planning, or sprint planning (depending on your approach) where the highest priority requirements are discussed and fleshed-out with the team’s input.  During this session, the collaborative discussion may focus on the following: 

• Understanding why it is a high priority
• Validating/updating the User Story is in Canonical Form (or defined form)
• Understanding the business value and customer perspective
• Describing acceptance criteria
• Considering high-level technical details
• Identifying unknowns and risks (each should have an action to investigate and mitigate)
• Identifying what is out of scope
• Identifying dependencies
• Decomposing epic to user stories or each user story to tasks
• Providing high-level sizing (e.g., t-shirt sizing, story points, etc.)

As the collaborative discussion ensues (usually in a time-boxed manner), the requirement gains more clarity and robustness, where there is a team understanding of the work.  As details are discussed, the Scrum Master, Product Owner, or anyone on the team, captures the details within the requirement.  At some point, the Product Owner and team will decide that it is ready to go into the sprint or work queue.  There is no ‘throw it over the wall’ to folks who have little understanding or context of the requirements.  Instead, when it is time to build, the developer and tester are fully aware of the requirement since they have collaboratively provided input into it. 

Whether you work in a more traditional world or an Agile world, consider adapting to a more collaborative requirements discussion approach.  Gaining the brainpower of the team and moving to a pattern of learning can achieve a much better understanding of the customer need and ultimately a better solution for the customer.

Who makes the Best Product Owner?

In one of my recent articles entitled Who makes the best ScrumMaster?, I discussed the attributes needed to make an effective ScrumMaster and what traditional roles may play the ScrumMaster best. From the feedback, those who can best exemplify the attributes of a ScrumMaster made the best ScrumMaster and it did not appear to be strongly aligned with any particular traditional role.

In this article, the focus is the Product Owner role. Much like the ScrumMaster, the Product Owner role is very important to a successfully running Agile team. In fact as teams consider adopting Agile, who plays the Product Owner is critical to gaining the benefits of Agile due to the importance of identifying customer value and enacting the customer validation activities to ensure we are building something that the customer actually wants.

What are some important attributes of an effective Product Owner? A Product Owner recognizes what customers want and translates their needs into meaningful epics and user stories (aka, requirements). A Product Owner must intuitively adapt requirements (aka, user stories) when customer needs and market conditions change, to ensure what is built and delivered aligns with customer needs. This may sound obvious but the Product Owner must have the wherewithal to ensure that the organization in which the team works in will positively support and welcome change. A Product Owner must have the attributes to be a good voice-of-the-customer (VoC) and communicate the customer needs to the Team so they can build what the customer needs. It can be quite challenging to commit time to customers and team members.  Some attributes that an effective Product Owner must have include:

• Parsing customer and business problems and turn them into meaningful user stories  
• Working with sales and marketing to get their ideas into the backlog
• Establishing a directional Product Roadmap and Product Strategy
• Understanding the business marketplace
• Understanding and interacting with the customer domain 
• Establishing effective Customer validation (e.g., end-of-sprint reviews/demos, alphas, etc.) to ensure you are building a product the customer wants   
• Understanding that it takes a trusting environment where problems can be raised without fear of blame, retribution, or judgement, with an emphasis of healing, collaboration, and problem solving  
• Facilitating and influencing the work without coercion, assigning, or dictating

So the question arises, is there a traditional role that plays the Product Owner the best? Let’s examine a few of these roles.

Business Analyst as Product Owner?

What does a traditional Business Analyst (BA) do? A BA is someone who analyzes business needs, works with stakeholders in order to understand their needs, and to recommend solutions that meets these needs. At a deeper level, a BA focuses on eliciting, documenting, and managing requirements. They also act as a liaison between business and technical groups. It is because of the work a Business Analyst already does and in particular their focus on requirements and their liaison role between the business and technical groups that makes them a good candidate for the Product Owner role. A traditional BA would have to gain the experience in working in an Agile manner including the continuous requirements elicitation process (per the sprint cadence) and applying iterative customer validation so skills and experience in these areas would have to be built.

Product Manager as Product Owner?

What does a traditional Product Manager (PM) do? A PM examines the market, the competition, and customer needs and establishes the product direction that is considered valuable to the market and the customers therein. A good PM focuses on the financial considerations including the return on investment (ROI). In addition, the PM is involved in the requirements gathering and management process. It is because of the work a Product Manager already does particularly their focus on what is considered valuable by the customer that makes them a good candidate for the Product Owner role. A traditional PM may not have the experience in working in an Agile manner including a continuous requirements gathering process (per the sprint cadence) and applying iterative customer validation so skills and experience in these areas would have to be built.

Project Manager as Product Owner?

What does a traditional Project Manager (PjM) do? The primary responsibility of a Project Manager is to plan and execute a project from the beginning to closure. A PjM focuses on the project costs, schedule, and scope. A PjM may also help build the project objectives, help manage the requirements management process, manage project risks, issues, and dependencies. While there are some attributes a PjM brings that can help in the Product Owner role, there is very little direct customer focus which is a big part of the Product Owner role so this experience would have to be gained. A PjM may have to unlearn some "assigning work" and "driving the work" as this can inhibit the team's ability to become self-organizing.

Technical Manager as Product Owner?

I have found that some Technical Managers (TM) provide aspects of product ownership to their work. The Technical Manager may get input from Product Managers, Sales, and Marketing and then crafts them into meaningful customer needs.  While there are some attributes a TM brings that can help in the Product Owner role such as crafting a product or service direction, there may be little direct customer focus which is a big part of the Product Owner role. This experience would have to be gained. In addition, a TM will need to break from the "team are my direct reports" mindset and "assigning the work" as this can inhibit the ability for the team to become self-organizing.

Other Roles as Product Owner?
There are other roles that may be considered.  A select example are those in the marketing space (e.g., Market Researcher), service space (e.g., Service Consultant), user or customer experience space (e.g., UX Designer), and entrepreneurs. These are roles that understand the market, customers, and the continuous feedback from the customer.  As organizations have various roles in this capacity, it is worth investigating those current roles that are customer facing and understand how to translate feedback and strategy into user stories. 

Summary

IMHO, those who have played either a Business Analyst or Product Manager can become an effective Product Owner. However, anyone who has played a role where they work with customers to collect their needs and then work with teams to build products or solutions that meet those needs can evolve into an effective Product Owner. I would suggest that anyone who becomes a Product Owner (or is interested in doing so) should consider taking Agile Product Owner education, reading related books, and/or gaining guidance in this area through an Agile Coach in order to help them better understand this role and the activities they will need to perform in order to play this role effectively.