vision to requirements - a soft landing - workshop @ converge, pune

- Pankaj Kanchankar

CONVERGE

MoviNG FROM VISION TO REQUIREMENT- A SOFT landing- BUSINESS ANALYST/ PROJECT MANAGER

@pkanchankar

For the case study given

At your table write requirements / stories

Exercise (10 mins)

Missing the Woods?

LETS TRY FOR A SOFT LANDING

PERSONAS, ROLES and goals

What do I want to do?

How will you support my goals?

Who am I?

Karen | 30 | secretary |fashion conscious |

lives in Surbiton| forgetful

“I’m going on holiday to California tomorrow. I want to

buy travel insurance”

Quickly help me buy travel insurance

Enter minimal details | provide

quick quote | save quote |

comprehensive quote if interested

Chris | 24 | Student | part time DJ | lives

with girlfriend | drives performance car |

web savy

“Car insurance is so expensive, and

getting someone to quote me is hard. I

want to know quickly if I’m going

to get a good quote”

Let me download claim forms | Let me monitor my

claim on-line

Sara | 22 | recruitment

consultant | seeks advice | internet

‘lingerer’

“I crashed my car on the way to work.

We’ve swapped addresses, now to

claim on the insurance…”

How important am

I?

PERSONA

Jenny inherited the Debt Chasers business from her father in 1980.

Business has been steady over the last few years, but now things seem to be

going a bit awry. She is concerned that at the current rate her pension fund will

be seriously impacted if the business does not turn around soon. She is also concerned about the 40 people that she employs – what will happen to them if

the business goes under.

She has spoken to the bank manager – and if she can prove that there is a

financial case for investment they would be happy to extend her a line of credit.

Her calculations prove to her that to make the business profitable she needs

to cut costs by 20%.

Managing Director: Jenny Polson

LETS GET HIGH GROUNDS COVERED

User GoalsWhat is the Goal/ Objective of this Persona?

What is she trying to achieve?

IDENTIFY personas for your case and list goals of one or two personas

10 Mins

LETS GET DOWN A LITTLE INTO THE DETAILS

ActivitiesWhat are the Activities this Persona do to achieve this Goal?

Are these activities – ■Sequential?■Equally important?

IDENTIFY ACTIVITIES FOR THE GOALS IDENTIFIED 10 mins

ARE ALL ACTIVITIES PART OF THE System ?

Any duplicates?

LETS GET INTO ALL THE DETAILS…

TasksWhat are the Tasks this Persona do to complete this Activity?

Are these tasks – ■Sequential?■Equally important?■Duplicate?

IDENTIFY TASKS FOR THESE ACTIVITIES10 mins

ARE ALL TASKS PART OF OUR SySTEM?

Any duplicates?

NOW!WRITE REQUIREMENTS…

10 mins

WHAT DID WE LEARN?

How does it feel?Compared to earlier method how is this

better?Did we miss any stories?Anything else?

SAMPLE STORY MAP

STORY MAPPING BEST PRACTICES

• Keep stakeholders engaged

• Use Scenarios to drive conversations for Activities and Tasks

• Keep consistent level of detail

STORY MAPPING BEST PRACTICES

• Merge personas if activities are similar

• Merge duplicate activities, tasks

• Tasks can lead to one or more Stories / requirements

STORY MAPPING BEST PRACTICES

• Follow an order • Top to bottom for Priority• Left to Right for Sequence

• User Color codes for Roles, Goals, Activities and Tasks

• Take lots of notes – you will get lot of additional information

• Even if its out of scope

RELEASE PLANNING AND STORY MAP

R #3

R #2

R #1

Thank you

thoughtworks.com

Pankaj Kanchankarpankajk@thoughtworks.com

@pkanchankar