Radical Roadmapping - Creating Synchronized Agile Product and Technology Roadmaps

Howdy all:

As mentioned back in December, I was selected to present at the amazing Keep Austin Agile 2016 Conference that which I've learned in creating multiple roadmaps that synchronize product innovation with technology improvements both from a platform and a DevOps perspective (among others).  I also had the opportunity to present this at the Agile Austin Product SIG meeting in May as well as Product Camp 17 in August.  Cool!

My offer to present this content to individuals and companies has been well-received and I had a chance to do that as well a few times and am continuing to share what I've learned originally as well as the ongoing discussions I've had in the community.  Double cool!  Note, this offer is still open!

Here's the latest version of the presentation from SlideShare:

Radical Roadmapping - Creating Synchronized Agile Product and Technology Roadmaps PCA17 from Matt Roberts

I'm always looking for more feedback, so please feel free to reach out to me for engaging discussions in bridging the gaps that frequently exist between various stakeholders in a product development organization.  It's my passion to help us all work #bettertogether!

~m@

Radical Roadmapping - Creating Synchronized Agile Product and Technology Roadmaps

Hi all:

The goals of creating a roadmap start out well enough--let's give our customers and stakeholders a picture of the future and get them excited about what we're going to deliver in the future.  However, the implementation generally fails to delight.  They are developed in a silo, are considered by many to be a long-term contracted commitment, and are incomplete.   They generally don't give visibility to the exciting and enabling technology and operations/devops changes that are necessary to achieve much of the innovation and major organizational goals.  Beyond basic technical debt, these are large changes that must be made in concert between the business (product/customers) and the technology (development, devops, ops, security, etc.) teams and there is opportunity for awesome alignment!

Another example of awesome alignment |  Photo by The U.S. Army / CC BY

At Socialware I was responsible for serving all of these groups and developed a passion for solving this problem as a whole.  This presentation will cover what I learned and give participants real-world examples they can take away.

I just submitted the this to the Keep Austin Agile 2016 Conference.  It's tough to get selected as this is a world-class event with a small acceptance rate.  However, I'm really looking forward to sharing it if given the opportunity!

Here's the title:  

Radical Roadmapping - Creating Synchronized Agile Product and Technology Roadmaps

Here's the abstract:

This presentation will discuss why a company would create and maintain three major artifacts (innovation roadmap, infrastructure/platform roadmap, and operations/DevOps roadmap) as well as the process to do so.  Further it will cover how to synchronize them in order to move away from making OR decisions to making AND decisions that will please all stakeholders. It will also discuss key cultural changes that must be present in order to achieve maximum benefit from this approach and challenges experienced along the way to making this a reality at Socialware, a SaaS product company.  Finally, this will include real world examples of the evolution of these roadmaps over 18 months that participants can take away and use as guidelines for doing so.

This concept is RADICAL as it is innovative in both its novel approach and ability to drive enormously positive organizational agility.

Of course, in Matt's usual energetic* style, there will be tangents, humorous self-deprecating references of learning (aka failure), and time for participants to describe how this would "never work" in their organization coupled with Matt's re-framing to help them understand how it just might.

*Best feedback comment ever received in his Keep Austin Agile 2015 presentation on Continuous Capacity Planning: "Man, this guy has been drinking way too much coffee for a 4:00 PM presentation!"

Next Steps

Now to create the content based on the real world examples and learning with the team at Socialware--I'll continue meeting with folks in the community, sharing what I have so far and refining it as I go.  If you're interested in this concept, please let me know--I'd love to share my ideas!

~m@

Continuous Development Team Product Innovation in an Agile/Lean World

Hi all:

I presented one of my favorite topics at last weekend's Product Camp Austin 11 here in Austin, TX.  While the crowd turnout was fairly small, it was still a great session packed with tons of interactivity.  I have presented this content to the Agile Austin community a number of times, so I've been able to synthesize all the feedback from a variety of groups (Development, Product Management, Project Management) into the following slide deck.  The best way to convey the information is face-to-face, so I'd be happy to share my insights, challenges, and what we've learned if you have the time and inclination.

I also found this great article by Jeff Atwood titled "Today is Goof Off at Work Day" about the broader topic of open time for developers to innovate.

Enjoy!

~@MulticastMatt

The Most Important Book on Scrum Since the Original

I have just finished reading a book that is, without a doubt, THE most important book on Scrum that has been published since the original.  This book is Tobias Mayer's, The People's Scrum.


Why should you read this?  

You should read this because you are likely in a system that must be improved--I deeply believe that all of us are.  You will likely not agree with everything, but in order to truly realize the value of Scrum or any agile development framework, there are things that you need to know contained in this book.  If you find yourself in agreement with everything contained within, this will be an excellent reference to share with others who may not be so fortunate.  Ultimately, you want to better the lives of your team mates and yourself in ways that are founded on experience and love (how's that for a bold and courageous statement?)  It's also a nice fast-paced read as these are essentially edited blog posts, none of which are more than five pages.

What was my experience?

As I read this book, it reminded me of the first time I read the Agile Manifesto--my head was nodding in accord so many times, I nearly became dizzy.

Based on the foreword, I was convinced that I would find something to disagree with Tobias on and was looking forward to the opportunity to have a great conversation with him and potentially have my mind expanded. But I didn't...his views are so close to my own as what he says could have been written by me (although I couldn't have written them as well). I suppose that comes as no surprise as one of my early strong influences was Kert Peterson as well. We also seem to share strongly-held (as in concrete reinforced with rebar) views on the importance of humanity, decentralization, and co-location in innovative and creative work.

I suppose I didn't learn too many new things in the book, but they were told in a way to convey important meaning to the people who actually do the work and are the main focus for the Scrum framework. Of course executives and managers should also be exposed to these ideas as they are (fortunately or unfortunately) ultimately responsible for maintaining or at least spawning the systems where the workers create value. These are the people that will receive the most benefit of these essays as I share them with the teams I serve and advise others in the community and our industry.

Agile Austin - Here we Come!

I plan on ordering five copies of this immediately and sharing with the Agile Austin community. We will likely conduct a book discussion group on this book in the July time frame and will report back with comments and observations.

A few shout outs.


Thank you Tobias for this important compendium of essays that continue to be sorely needed across our industry to maximize joy and potential of our people, organizations, and technology users.

Also, a big shout out to Bernardo Salinas for catching me in the airport in Austin and recommending (insisting?) that I read this book!

@MulticastMatt

GUEST BLOG: 3 Ways to Make Documentation as Agile as Development

Welcome back to a colleague and friend of mine, Janice Hamrick, who is an outstanding Technical Information Engineer (aka Tech Writer) and a totally entertaining mystery writer. I read the following three ways to achieve true agility across all development team disciplines and LOVED it.   However, I felt that a fourth point was necessary:

#4 - Be Prepared to Design!

I have often thought that one of the most powerful, yet underutilized, roles of Technical Information Engineers is to make software usable. Sitting alongside of the developers while the software is being created is a huge benefit as they can answer questions like “how am I possibly going to document that???” Serving as de facto Subject Matter Experts across the product, they can also help find potential flaws and opportunities for excellent feature design and simplification. 
~ @MulticastMatt

We all know that the rules of Agile software development decree that user stories must be shippable at the end of a sprint. In other words, a feature must be fully coded, fully tested, fully documented, and fully accepted by the product owner before you can call it done.

To those new to Agile, this seemingly defies the natural order of the universe. After all, everyone knows that documentation always follows development, right? In fact, some teams so firmly believe it’s impossible to have both in the same sprint that they plan to have documentation lag one sprint behind. What they might not realize is that they are no longer practicing Agile development. Because in Agile, you’re not done until you’re done. And let’s face it:

If it’s not documented, it’s not done.

So how do you make documentation as Agile as development?

1. Make Documentation Visible

When story planning, give documentation the same weight you give any other critical-path task. EVERY story should include four documentation tasks:

• Provide content for docs.
• Document the feature.
• Review the documentation.
• Update the doc based on review feedback.

Notice that two of these tasks are the responsibility of someone other than the writer. The team commits to providing information in a timely manner and the team commits to providing thorough reviews to ensure accuracy and completeness of the documentation.

Tip 1: Don’t be afraid to mark the doc task as blocked if time is running short. You want it to be obvious that the story cannot close without its documentation.
Tip 2: Don’t skimp on the estimated hours for these tasks. If you need two different reviewers, put in twice the hours on that task or, even better, put in two review tasks.

2. Be Willing To Write Reality

Be willing to write your documentation to reflect reality. You need to document each feature as defined by the user story, even though you know that eventually you’ll have to rewrite the same topic – either to add the next new bit of functionality or to alter what was previously done because something changed. We’re all familiar with those epic stories that span multiple sprints. The developers break a standard CRUD story (CReate, UPdate, Delete) into three parts and deliver one piece per sprint. Yes, it might be easier to wait until all three are done or even to write anticipatory information, but it’s critical to be able to demonstrate the current functionality when the sprint ends. This puts you in a marvelous position of being able to ship a beta with no notice whatsoever (and yes, that’s happened to me). It also means no revisiting your topics if time runs out and the forecast development changes don’t actually make it into the release.

3. Be Willing To Write Fiction

As a semi-contradictory corollary to the reality rule, be willing to write fiction. Once a feature has been defined for a sprint, you can get started on the documentation. Creating process flow graphics, defining the scenario, providing the key background information, even updating the list of new features in the release notes can all be done before the first line of code is written. Yes, you run the risk that you’ll need to rewrite if something changes, but getting a jump start can be critical to success. You also run the risk of providing unexpected value for your team – timely user-focused questions can help the developers improve the feature as they go.

Tip: Don’t let your fiction be confused with fact. If a feature looks like it’s not going to be completed in a sprint, mark the corresponding docs with a “Do Not Publish” condition and only remove the tag after the code is accepted.

The Bottom Line
So, is it possible for documentation to be as Agile as development? As with all things Agile, success is up to the team. In Agile, everyone on the team is responsible for every story, which means everyone on the team is responsible for documentation.

As soon as your team commits to this principle, the answer is a resounding YES!

How do you keep your documentation agile? Share your tips in the comments. 

About the Guest Blogger

Janice Hamrick joined CA Technologies in 2010 as the Senior Technical Information Engineer for the Capacity Management suite of products (formerly Hyperformix).  Before joining Hyperformix, she spent years writing documentation for backup and recovery products for a rival company whose three initials shall remain unnamed. It is a myth that she has worked as a technical writer in the software industry since dinosaurs roamed the earth, but she does remember when “agile” was something you had to be to avoid the saber-toothed tigers.

Outside of work, Janice is the author of the award-winning Jocelyn Shore mystery series (DEATH ON TOUR and DEATH MAKES THE CUT, Minotaur Books).  She has completed the third novel in the series which will be published in 2013 and is currently working on a new and much darker mystery series.  Learn more at www.janicehamrick.com. 

Timid Incrementalism Will Get You Nowhere

Hi all:

When I came on board at Hyperformix, just over four years ago, I was impressed with many things about the company, most notably its leadership (both technical and managerial).  As part of the Senior Management Team, I had an opportunity to work with an amazing VP of Products and Marketing, Bruce Milne.  I'll never forget the sign he had on his wall--it was a standard sheet of 8 1/2" x 11" paper printed out some time ago as it had seen some weathering.  Upon this paper was the fading ink that had no small impact on my mind and life almost every day since.

TIMID INCREMENTALISM WILL GET YOU NOWHERE

In agile software development, we practice iterative as opposed to incremental development.  There is a big distinction as the latter does not allow for dynamic change while the former anticipates and embraces it.  Perhaps a corresponding statement could be "FOCUSED BOLD ITERATION WILL DELIVER DISPROPORTIONATE VALUE" in agile and lean product development.  I'll admit, it's not as catchy and sounds more like management speak.  Give me a few days to wordsmith it :)

I've googled the original phrase and can't see if it had any origin other than Bruce.  I believe it has implications across both business, creative, and personal life and I always keep it close to the front of my mind and helps me to focus on "thinking big".

I hope this is of value to others!

@multicastmatt

GUEST BLOG: How Agile is Like a Guitar and Tech Info Fits Into Agile Software Development

A colleague and friend of mine, Janice Hamrick is an outstanding Technical Information Engineer (aka Tech Writer) and a totally entertaining mystery writer.  She attended last year's Keep Agile Austin Conference and wrote up a great piece on it.  I'm honored to have her as my first guest blog!  @MulticastMatt

When I told a friend I was attending an Agile Austin conference, she asked me if it was a new exercise program. Naturally, I said it was. Who am I to argue with someone who is willing to believe that I’m exercising? But for those of you who know better, the Agile Austin 2012 Conference was a day-long symposium centered on Agile software development.

Three years ago, I joined Hyperformix as the technical writer for two development teams. A week later, Matt Roberts (soon to be president of Agile Austin) joined as manager and led the teams through a transition from an unsatisfactory blend of waterfall and pseudo-Agile to an extraordinarily successful Agile development organization. Hyperformix was acquired by CA Technologies a year later, and CA is going through its own transition to Agile. As I watch the beginning of this much larger scale Agile transformation, I’m also watching Technical Information trying to find its rightful place in the mix. Technical writers often find themselves left out of the Agile process (particularly when they are not fully integrated into their development teams).

At Agile Austin 2012, the keynote speech by David Hussman set the tone for the day. He said, “Agile is as interesting to agility as a guitar is to music. Both are tools.” He then added, “If you strum a saxophone, it’s not the saxophone’s fault.”

Knowing how to play the Agile instrument is a matter of experimentation, education, and adaptation. It can be a bumpy process, but the most important thing is remembering that the people on your team – including the writers – are like members of a band. Everyone needs to be invited to the rehearsals, and everyone needs to play the same song and keep the same beat.  Holding planning meetings and estimating stories and tasks without including writers is like holding a secret band practice without the guitarist.

As with most conferences, I found the discussions that took place between sessions at Agile Austin 2012 to be as informative and interesting as the sessions themselves. I spoke with one writer who said he didn’t really see the value in retrospectives (the meeting after each sprint in which an Agile team discusses what worked, what didn’t work, and how to improve things).  I was surprised because these meetings not only improve processes but they help build trust among team members. But he then mentioned that his team’s version of a retrospective was an electronic survey sent out at the end of each sprint.  That team is strumming a saxophone, and then wondering why it doesn’t sound like a guitar.  I’ve also spoken with writers who can’t participate in standups because they can’t hear properly over the phone or who are assigned documentation tasks that they can’t possibly complete long after the sprint planning (to which they weren’t invited) had taken place. It’s no wonder that many writers feel frustrated by what they believe is “Agile” when in fact it’s not really Agile at all.

One of the many benefits of living in a town with an organization like Agile Austin is having such a terrific resource to assist you when Agile isn’t working for your or when you think that there must be a better way. Chances are, someone else out there has been in your position and has a suggestion or two that could help make your team and your life easier, better, and more agile.  If Agile isn’t working for you as a writer, then it’s not working for your development teams either (whether they know it or not). It might be time for some guitar lessons.

 About the Guest Blogger

Janice Hamrick joined CA Technologies in 2010 as the Senior Technical Information Engineer for the Capacity Management suite of products (formerly Hyperformix).  Before joining Hyperformix, she spent years writing documentation for backup and recovery products for a rival company whose three initials shall remain unnamed. It is a myth that she has worked as a technical writer in the software industry since dinosaurs roamed the earth, but she does remember when “agile” was something you had to be to avoid the saber-toothed tigers.

Outside of work, Janice is the author of the award-winning Jocelyn Shore mystery series (DEATH ON TOUR and DEATH MAKES THE CUT, Minotaur Books).  She has completed the third novel in the series which will be published in 2013 and is currently working on a new and much darker mystery series.  Learn more at www.janicehamrick.com. 

Problems Maintaining Product Development Innovation in an Agile/Lean World

Hi all:


I'll be presenting the following discussion at the Agile Austin Leaders SIG on Friday, March 1st, 2013 at CA Technologies in Austin, TX.  I'm really looking forward to feedback!

@multicastmatt

Sign up:

http://www.eventbrite.com/event/5381488176 

Abstract:

One of the benefits that many product development teams are able to realize when they switch to an iterative or limited WIP process for developing software is (finally!) a ranking of work items on which the team can focus.  Over time, this allows a good deal predictability for the stakeholders of the project, especially when work items have corresponding “done” criteria that are adhered to.  Some organizations are so enamored with the results of this shift that they begin to assemble all members of team into these types of structures, including team members that were previously dedicated to research or advanced product development efforts.  While this is not necessarily a bad decision for these organizations, some face issues with maintaining a level of innovation in the product efforts as there may be a perception that there is neither time nor the people to work on important innovation efforts.  Further, some of these team members may be doing work that is neither challenging to them as individuals nor is bringing the appropriate value to the company.

In this discussion, Matt will help shine a light on this issue that can be especially challenging for a product development company that seeks to maximize the velocity of a product team working against the near-term roadmap but may lose sight of competitive challenges that may change the very nature of the playing field.  He will describe the challenges faced by teams he has worked with both in the past and currently and share what he has learned.  A healthy discussion is expected to follow!

Bio:

Matt Roberts is an agile pragmatist continuing his lifelong learning journey, currently serving multiple teams as Senior Director of Software Engineering and Agile Coach at CA Technologies. His experience is wide-ranging as he has developed software and led efforts to create systems for product development teams to deliver innovative solutions in companies ranging from early-stage startup to publicly-traded companies in both consulting and full-time roles. He has had the privilege of serving the Austin software development community as Agile Austin President over the past two and half years and as Secretary for the IEEE Computer Society over the past eighteen months.
Matt holds certifications as a Certified Scrum Practitioner (CSP), Certified Scrum Master (CSM), and Certified Scrum Product Owner (CSPO).  If you’d like to learn more about him, please visit http://linkedin.com/in/cpgmattr or see his latest thoughts at multicastmatt.blogspot.com.