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The Ultimate Guide to PI Planning

You may be just starting out, or you may have worked with agile methodologies for a while, but we’re sure you can agree that scaling agile in a large organization can be daunting. PI Planning is key to scaling agile, so we’ve developed this guide to help you run successful planning sessions, and build your confidence for your next scaled planning event.

We'll cover:

Let’s start with the basics…

What is PI Planning?

PI Planning stands for Program Increment Planning.

PI Planning sessions are regularly scheduled events where teams within the same Agile Release Train (ART) meet to align and agree on what comes next. Teams will aim to align on goals and priorities, discuss features, plan the roadmap, and identify cross-team dependencies.

The goal is to align the teams to the mission and each other. Here are the essential elements of PI Planning:

  • 2 full day events run every 8-12 weeks (depending on the length of your increments)
  • Product Managers work to prioritize the planned features for the increment beforehand
  • Development teams own user story planning and estimation
  • Engineers and UX teams work to validate the planning

Why do PI Planning?

PI Planning is incredibly beneficial for large-scale agile organizations. PI Planning enables:

  • Communication
  • Visibility
  • Collaboration

To understand the impact, let’s look at an example of a large organization that hasn’t yet implemented PI Planning. This organization has 250 teams and 6,500 team members. These teams rarely speak to each other, outside of dealing with a critical issue that has forced them to collaborate.

Alignment across these teams happens at the leadership team level, and they have multiple levels of managers in between who cascade information down with varying success. There is a constant battle for resources, budget, and opportunities to work on the most exciting projects.

Their projects have a habit of conflicting - one team would release something and then it would break something in another team’s project.

PI Planning is the first time many big companies get their teams together in a room or on the same call to talk to each other. This is a chance to have important conversations about who is working on what.

Why is this important?

  1. When you’re touching a system or a code repository, you need to know how it’s going to impact another team
  2. You might need to do some work to enable another team to work on their feature first (and vice versa)

With proper planning and collaboration, teams can get things done more effectively, release with more predictability, and stay on budget.

All very good reasons to do PI Planning.

What is the goal of PI Planning?

PI Planning is an essential part of the Scaled Agile Framework, a framework that’s designed to bring agile to large companies with multiple teams.

SAFe PI Planning helps teams in the Agile Release Train (ART) synchronize, collaborate, and align on workflows, objectives, releases, and more.

Without PI Planning, teams don’t have structured communication. They may not know what the other teams are working on, which can cause a lot of problems. For example, two teams might be working on different features without realizing there’s a dependency, which could hold up the release or require a significant rework of the code.

The goal of PI Planning is to have all your teams aligned strategically and enable cross-team collaboration to avoid these potential problems.

Now that we’ve covered off the “why”, let’s dig a bit deeper into the “what”. The best way to get a picture of what happens during PI Planning is to take a look at an agenda.

What should be included in the PI Planning agenda?

Here’s a standard PI Planning agenda template:

Day 1 AgendaDay 2 Agenda8:00 - 9:00 | Business Context8:00 - 9:00 | Planning Adjustments9:00 - 10:30 | Product/Solution Vision9:00 - 11:00 | Team Breakouts10:30 - 11:30 | Architecture Vision and Development Practices11:00 - 13:00 | Final Plan Review and Lunch11:30 - 13:00 | Planning Context and Lunch13:00 - 14:00 | ART Risks13:00 - 16:00 | Team Breakouts14:00 - 14:15 | Confidence Vote16:00 - 17:00 | Draft Plan Review14:15 - ??  |Plan Rework?17:00 - 18:00 | Management Review and Problem Solving?? | Planning Retrospective and Moving Forward

Source: scaledagileframework.com/pi-planning

This agenda might be perfect for you, or you might make changes based on the needs of your teams.

Distributed teams, very large ARTs, and other factors might require you to be creative with the schedule. Some sessions may need more time, while others can be shortened. If you have teams in multiple time zones, your PI Planning agenda may need to go over 3-4 days. If it’s your first PI Planning event, try the standard agenda, get feedback from your teams, and experiment with different formats next time.

What happens in the first part of the PI Planning meeting?

The first part of the PI Planning meeting is designed to set the context for the planning that happen next.

Day 1 usually kicks off with a presentation from a Senior Executive or Business Owner. The agenda allows an hour to talk about the current state of the business. They highlight specific customer needs, how the current products address these needs, and potential gaps.

After that, the Product Management team will share the current vision for your product or solution. They’ll talk about any changes that have occurred since the last PI Planning session (usually around 3 months prior). They’ll describe what’s coming up, including milestones and the next 10 features that are planned. This session should take around 1.5 hours.

Why is a confidence vote held at the end of PI Planning?

The confidence vote is a seemingly small but very important part of PI Planning towards the end of the event.

It is important the team is confident in committing to the objectives and work that is planned. The Release Train Engineer will ask teams to vote on this.

Everyone participating in planning needs to vote. This could be via a raise of hands (and fingers) or it could be via the tool you’re using. For example, the Team Planning board in Easy Agile Programs allows each team member to enter their confidence vote.

If the average vote across the room is at least three out of five, the plan is a go-ahead. If it’s less it’ll need reworking (until it reaches a high confidence level). If anyone votes just one or two, they’ll have the chance to share their reasoning.

The confidence vote is all about making sure that the attendees are in alignment and that they agree that the plan in its current form is possible within the given timeframe. Speaking of timing, let’s talk about how and where PI Planning actually fits into your company calendar.

When is PI Planning held?

Many companies find that 8-12 weeks (which adds up to 4-6 x 2-week iterations) is the right amount of time for an increment.

Some companies hold quarterly PI Planning, for example:

  • Q1 PI Planning: December
  • Q2 PI Planning: March
  • Q3 PI Planning: June
  • Q4 PI Planning: September

However, the timing and frequency will depend on how long each program increment is scheduled to last and may need to accommodate holidays.

The good thing about PI Planning events is that they happen regularly on a fixed schedule, which means you can plan for them well ahead of time. That means teams and Business Owners have plenty of notice to ensure they can show up for the event.

This means that what happens in preparation for PI Planning can be just as important as the event itself.

What is a pre-PI Planning event and when is it needed?

A pre-planning event - separate to PI Planning - is to make sure that the ART is aligned within the broader Solution Train before they do PI Planning. It’s all about synchronizing with the other ARTs to ensure the solution and organization are heading in the right direction, together.

You’ll need to organize a pre-PI Planning event if you’re operating at the Large Solution, Portfolio, or Full SAFe levels. Essential SAFe is more basic and does not have a Solution Train, so if you’re operating at this level, you won’t need pre-PI Planning so formally.

Here are a few of the roles that should be invited to the pre-planning event:

  • Solution Train Engineer
  • Solution Management
  • Solution Architect/Engineering
  • Solution System Team
  • Release Train Engineers
  • Product Management
  • System Architects/Engineers
  • Customers

They’ll look at the top capabilities from the Solution Backlog, Solution Intent, Vision, and Solution Roadmap. It’s really a lot like PI Planning but at a higher level, across the overall solution and not just the individual ART.

The event starts with each ART summing up their previous program increment and accomplishments to set the context. Next, a senior executive will brief the attendees on the current situation before Solution Management discusses the current solution vision and any changes from what was shared previously. Other things that are often discussed or finalized include:

  • Roadmaps
  • Milestones
  • Solution backlogs
  • Upcoming PI features from the Program Backlog

In the next section, we'll help to define a few key terms that have been touched on.

PI Planning in SAFe

If you’re adopting SAFe for the first time, chances are it will start with PI Planning. That’s because it forms the foundation of the Scaled Agile Framework.

As Scaled Agile says, "if you are not doing it, you are not doing SAFe."

Definition:

SAFe or the Scaled Agile Framework™ is a series of guidelines and practices designed to help bring agility into larger organizations, across all teams and levels of the business. The framework is geared at improving visibility, alignment, and collaboration and should lead to greater productivity, better results, and faster delivery.

Whether you’re adopting all 5 levels or just essential SAFe, the foundation of your transformation and the driver for everything is the PI Planning ceremony.

Scrum and Kanban are also agile frameworks (that you may be more familiar with), and these have historically been very effective at the individual team level. SAFe helps to scale agility across teams; to have multiple teams come together to work on the same products, objectives, and outcomes. It goes beyond the team level to include every stakeholder, outlining what should happen at each level of the organization to ensure that scaled planning is successful.

The purpose of SAFe is to improve the visibility of work and alignment across teams, which will lead to more predictable business results.

This is increasingly important for organizations as they respond to changing circumstances and customer expectations. The traditional waterfall approaches fall short because they’re slow and inefficient.

Bigger companies (often with thousands of developers) can’t keep up with the innovation of smaller, more nimble startups. Along with bigger teams, larger organizations often have stricter requirements around governance and compliance, making it more complex to launch a new feature and deliver new value to customers.

These companies are looking for new ways to organize people into projects and introduce more effective ways of working that use resources more effectively and provide more predictable delivery. If they don’t, they may not survive.

SAFe is a way for these companies to start moving in a more agile direction.

PI Planning is a vital element of SAFe. It’s a ceremony that brings together representatives from every team to help them work together, decide on top features to work on next, identify dependencies, and make a plan for the next Program Increment. As a result, there’s greater visibility across all the teams, changes are made more frequently, and teams work with each other - not against each other. From there, these massive companies can speed up their processes, work more efficiently, compete with newer and more nimble companies, and stay viable.

SAFe and PI Planning are powerful enablers for organizational agility.

While SAFe is a framework designed for larger organizations, there isn't a reason stopping smaller companies from doing a version of PI Planning, too. All you need is more than one agile team to make it worthwhile.

PI Planning in Scrum

You can also use PI Planning as part of a simple Scrum approach.

Scrum Framework diagram shows when and how scrum teams can implement PI Planning

Scrum Framework diagram shows when and how scrum teams can implement PI Planning

Source: Scrum.org

Scrum is an agile framework that helps teams get things done. It’s a way for teams to plan and organize their own work and tackle user stories and tasks in smaller time boxes. This is often referred to as a sprint.

If multiple scrum teams want to work better together (but aren’t necessarily operating within SAFe), they could adopt a version of PI Planning.

For example, these scrum teams could:

  • Meet every 10 weeks and discuss the features they are planning to work on
  • Get product managers to combine backlogs and prioritize together
  • Share resources across the teams, as needed
  • Map dependencies and coordinate joint releases

The good news here is that there’s no “one size fits all” approach to PI Planning, so think about how you could adopt the ideas and principles and make it work for your organization and context.

What is the difference between a PI Roadmap and a Solution Roadmap?

There are different types of roadmaps in SAFe, so it’s important to understand the differences and what each roadmap is meant to do.

PI Roadmap

A PI Roadmap is created before your PI Planning event and also reviewed and updated by Product Management after the event is finished. It will usually cover three Program Increments:

  1. The current increment (work that’s committed)
  2. The next forecasted increment (planned work based on forecasted objectives)
  3. The increment after that (further planned work based on forecasted objectives)

Quarterly PI Planning will outline around 9 months of work. The second and third increments on your PI Roadmap will likely change as priorities shift, but they’re still an important part of the roadmap as they forecast where the product is headed next.

Solution Roadmap

The Solution Roadmap is a longer-term forecasting and planning tool for a specific product or service.

It will usually cover a few years at a time, with more specific details available for year one (like quarterly features and capabilities), and more general information (like objectives) for year two and beyond.

What is a program?

A program is where agile teams are grouped together to form a larger group. This is often referred to as the “team-of-teams” level. In simple terms, a program is a group of agile teams.

When you hear people talking about “team-of-teams” or “scaled agile”, they mean taking agile beyond a single team, and asking more teams to join in.

For example, there might be 4 teams working on a NASA spaceship mission to Mars.

NASA decides they want to see if agile can help these teams do better work. So, to start with, the Oxygen team switches from working with traditional Waterfall project management methods to embracing agile principles.

  1. Launch team
  2. Food team
  3. Oxygen team (Agile)
  4. Landing team

After a few months, NASA decides that the way the oxygen team is working is going well, so the remaining three teams similarly adopt more agile methodologies:

  1. Launch team (Agile)
  2. Food team (Agile)
  3. Oxygen team (Agile)
  4. Landing team (Agile)

Each of these 4 teams are self-organizing, meaning they’re responsible for their own work.

However, now that these teams are all working in the same way, they can be grouped together as a program.

Once you add in the business owners, product management team, systems architect/engineer, and release train engineer, you have all the roles needed to continuously deliver systems or solutions through the Agile Release Train (ART).

What is a program board?

Program Boards are a key output of PI Planning.

Traditionally, they’re a physical board that’s mounted on the wall, with columns drawn up to mark the iterations for the increment, and a row for each team. Teams add sticky notes that describe features they’ll be working on.

  • Feature 1
  • Feature 2
  • Feature 3

Once all the features are added, they work to identify dependencies (features that’ll affect other features) and mark this up by connecting them with red string.

SAFe program boards don’t have to be physical, though. There are a lot of advantages to using a digital program board like Easy Agile Programs, which integrates directly with Jira. We’ll talk more about how you can use Jira for PI Planning towards the end of this guide.

Equip your remote, distributed or co-located teams for success with a digital tool for PI Planning.

Easy Agile Programs

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Who is involved in PI Planning?

There are 5 key roles in a PI Planning event:

  1. Release Train Engineers
  2. Product Managers
  3. Product Owners
  4. Scrum Masters
  5. Developers

Here are the responsibilities for each of these roles during PI Planning:

Release Train Engineer

The Release Train Engineer is a servant leader and coach for the ART. Their role focuses mainly on planning and facilitating the PI Planning event. This means they help:

  • Establish and communicate the annual calendars
  • Get everything ready (including pre and post-PI Planning meetings)
  • Manage risks and dependencies
  • Create Program PI Objectives from Team PI Objectives and publish them
  • Track progress towards expected goals
  • Ensure strategy and execution alignment
  • Facilitate System Demos

As the facilitator for the 2-day event, the Release Train Engineer presents the planning process and expected outcomes for the event, plus facilitates the Management Review and Problem Solving session and retrospective.

Product Manager

A Product Manager’s job is to understand the customers’ needs and validate solutions, while understanding and supporting portfolio work.

Before PI Planning happens, Product Managers take part in the pre-PI Planning meeting, where they discuss and define inputs, objectives, and milestones for their next PI Planning events.

In PI Planning, the Product Managers present the Program vision and upcoming milestones. So that they can manage and prioritize the flow of work, they review the Draft plan and describe any changes to the planning and scope based on the Management Review & Problem Solving session. Once the PI Planning event is over, they use the Program Objectives from the Release Train Engineer to update the roadmap.

Following PI Planning, Product Managers play a critical role in communicating findings and creating Solution PI Objectives.

Product Owner

The Product Owners are responsible for maintaining and prioritizing the Team Backlog, as well as Iteration Planning. They have content authority to make decisions at the User Story level during PI Planning Team Breakout sessions.

Product Owners help the Team with defining stories, estimating, and sequencing, as well as drafting the Team’s PI Objectives and participating in the Team Confidence Vote. They’re also responsible for conveying visions and goals from upper management to the team, as well as:

  • Reporting on key performance metrics
  • Evaluating progress, and
  • Communicating the status to stakeholders

Scrum Master

The Scrum Master is a servant leader to the Product Owner and Development team, which means they manage and lead processes while helping the team in practical ways to get things done.

They facilitate preparation for events (including PI Planning) and prepare System Demos. They help the team estimate their capacity for Iterations, finalize Team PI Objectives, and manage the timebox, dependencies, and ambiguities during Team Breakout sessions. The Scrum Master also participates in the Confidence Vote to help the team reach a consensus.

Developer

Developers are responsible for researching, designing, implementing, testing, maintaining, and managing software systems.

During PI Planning, they participate in Breakout sessions to create and refine user stories and acceptance criteria (alongside their Product Owner) and adjust the working plan. Developers help to identify risks and dependencies and to support the team in drafting and finalizing Team PI Objectives, before participating in the Team Confidence Vote.

Do you have a key role in PI Planning? See how the right tool can help you manage your release train or program better.

Watch an Easy Agile Programs product demo

How to prepare for PI Planning

If you want to succeed at PI Planning, you need to prepare.

Every PI Planning event relies on good preparation so that your organization and attendees get the most out of the event and achieve your planning objectives.

The first step is to ensure that everyone involved properly understands the planning process. All people participating in PI Planning (along with key stakeholders and Business Owners) must be clear on their role and aligned on strategy.

Any presenters will also need to get content ready for their presentations.

To ensure that the PI Planning event runs smoothly, make sure that the tools you need to facilitate planning are available and working properly. Be sure to test any tech that you are relying on ahead of time (including audio, video, internet connectivity, and access to PI Planning applications), to ensure that your distributed teams can participate in the PI Planning event. Don’t forget to plan for enough food for everyone, too (planning is hungry work).

What happens after PI Planning?

After PI Planning, teams do a planning retrospective to discuss:

  • What went well
  • What went not-so-well
  • What could be better for next time
  • There will also be a discussion of what happens next, which can include things like:
  • Transcribing the objectives, user stories, and program board into your work management tool (like Jira)
  • Agreeing on meeting times and locations for daily stand-ups and iteration planning
  • Making sure that everyone has their belongings and leaves the event rooms clean when they go

The other thing that usually happens after PI Planning events is a post-PI Planning event.

What is a post-PI Planning event?

These are similar to the pre-PI Planning events we looked at earlier. A post-PI Planning event brings together stakeholders from all ARTs within the Solution Train to ensure they’re synchronized and aligned.

Post-PI Planning happens after all the ARTs have completed their PI Planning for the next increment. They present the plans, explain their objectives, and share milestones and expected timelines.

Like PI Planning events, post-PI Planning involves using a planning board, but rather than features, it outlines capabilities, dependencies, and milestones for each iteration and ART. Potential issues and risks are identified, discussed, and either owned, resolved, accepted, or mitigated. And similar to regular PI Planning events, plans go through a confidence vote to ensure they meet the solution’s objectives, and are reworked until the attendees average a vote of 3 or more.

Remote or hybrid PI Planning

PI Planning in person was once standard, but with teams more likely to be distributed, gathering everyone at the office isn't always feasible. This doesn't have to be a barrier.

The most important principle is to ensure that the teams who are doing the work are able to be 'present' in the planning in real-time, if not in person.

This may require some adjustments to the agenda and timing of your planning, but with forethought and support from the right technology, your PI Planning will still be effective.

Tips for remote PI Planning

Remote PI Planning is ideal for organizations with distributed teams or flexible work arrangements. It’s also a lot cheaper and less disruptive than flying folks in to do PI Planning every few months. If you have the right tools and technology, you can run PI Planning and allow everyone to participate, whether they’re in the same room or on the other side of the world.

Here are a few tips for remote PI Planning:

Embrace the cloud

Use online shared planning tools to allow your team to access and interact with information as soon as possible - ideally in real-time. Ensuring that all participants have instant access to the information simplifies the process of identifying dependencies and maintaining a centralized point of reference for your planning. This helps prevent errors that arise from working with different versions and transferring data between sources.

Livestream the event

Live-streaming audio and video from the PI Planning event is a viable alternative to in-person planning. Actively encourage your remote team members to use their cameras and microphones during the event. While it may not fully replicate the experience of having them physically present, it does come remarkably close.

Record the PI Planning event

Ideally, everyone will participate in the PI Planning live. But if your teams are distributed across multiple time zones or some team members are ill, it’s a good idea to record the event. Having a recording to refer back to could also be useful for attendees who want a refresher on anything that has been discussed.

Be ready to adapt

Some teams will change the standard PI Planning agenda to fit multiple time zones, which could mean starting the event earlier or later for some, or even running it across 3 days instead of 2.

Set expectations

A common issue that can arise from having distributed teams tune in remotely is too much noise and interference. Before your first session kicks off, communicate about when it’s acceptable to talk and when teams need to use the mute button. That way, your teams will avoid getting distracted, while still ensuring everyone can participate.

For more tips, check out our blog on how to prepare for distributed PI Planning.

Whether distributed or in person, if your team gets PI Planning right, it makes everything in the upcoming increment so much easier.

📣 Hear how PNI media have embraced virtual PI planning

Common PI Planning mistakes

PI Planning doesn’t always run smoothly, especially the first time. And the framework itself may present a challenge to some organizations. Here are some common mistakes and challenges to keep in mind (and avoid):

Long, boring sessions

Avoid starting your PI Planning event with long sessions filled with dense content. Think of creative ways to make these sessions more engaging, or break them into shorter sessions. Consider different formats that help to involve and engage participants. And be sure to make room for team planning and collaboration.

Tech issues

Any event is vulnerable to technical mishaps, but if you’re streaming audio and video to a distributed team, this can really impact the flow of the event. It’s a good idea to carefully test all the equipment and connections ahead of time to minimize potential problems.

Confidence vote

Some PI Planning participants struggle with the confidence vote concept. People may feel pressure from the room to vote for a plan to go ahead, rather than speaking up about their concerns. Failing to address issues early only increases the risk of something going wrong during the increment.

Time constraints

When you have a large ART of 10 or more teams, there are a lot of draft plans to present and review, so less time is allocated to each team. Chances are that the feedback will be of poorer quality than a smaller ART with 8 teams.

Not committing to the process

PI Planning isn’t perfect and neither is SAFe. However, the process has been proven to work for many organizations, when the organization is committed. Start with the full framework as recommended; you can adapt the framework and your PI Planning event to suit your organization, but be sure to commit to the process that follows. Anything that is half-done will not deliver full results.

Sticking with the same old tools

If something is not working, fix it. For example, too many teams stick with traditional SAFe Program Boards even though they’re not always practical. If the post-it notes keep escaping, the data entered into Jira seems incorrect, or you have a distributed team who want a digital way to be part of your PI Planning event… it’s time to upgrade to a digital program board like Easy Agile Programs.

Using Jira for PI Planning

Jira is the most popular project management tool for agile teams, so chances are you're already using it at the team level.

When you need to scale team agility as part of an ART, it can be difficult to properly visualize the work of multiple teams in Jira. The only way you can do that in the native app is by creating a multi-project board, which is rather clunky.

Traditional PI Planning on a physical board using sticky notes and string may achieve planning objectives for co-located teams, but what happens next? After the session is over, the notes and string need to be recreated in Jira for the whole team so that work can be tracked throughout the increment. This is a cumbersome and time-consuming process that is open to error as sticky notes are transcribed incorrectly, or go missing.

The best way to use Jira for PI Planning is to use an app like Easy Agile Programs to help you run your PI Planning sessions. The integrated features mean you can:

  • Set up a digital Program Board (no more string and sticky notes!)
  • Do cross-team planning
  • Visualize and manage cross-team dependencies, create milestones
  • Identify scheduling conflicts to mitigate risks
  • Get aligned on committed objectives for the Program Increment
  • Visualize an Increment Feature Roadmap
  • Conduct confidence voting
  • Transform Jira from a team-level tool to something that’s useful for the whole ART

Join companies like Bell, Cisco, and Deutsche Bahn who use Jira to do PI Planning with Easy Agile Programs (from the Atlassian Marketplace).

Looking for a PI Planning tool for Jira?

We’ll continue to revisit this guide in the future. If you have any questions about PI Planning or you notice there’s an aspect we haven’t covered yet, send us an email 📫

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  • Agile Best Practice

    Why leading agile teams are obsessed with their customers

    Do you know your customers? As in, really know them?

    🥞 What do they eat for breakfast?

    😎 Who’s their favourite James Bond villain?

    🛁 Do they shower in the morning or at night?

    Okay, so you don’t have to get that creepy…

    But you do need to know a lot about the customers you’re developing products for. Otherwise, the features you’re working on might not be useful or valuable.

    This is pretty important stuff, so let’s take a look at 7 reasons why it’s good to have a healthy level of customer obsession in your agile teams...

    1. Agile and customer focus go hand-in-hand

    Agile is all about the customer. At least, it should be.

    It’s right there in the first two agile principles:

    (1) Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.

    (2) Welcome changing requirements, even late in development. Agile processes harness change for the customer’s competitive advantage.

    You can’t really call yourselves agile unless you put your customers at the centre of what you’re doing.

    2. Each sprint should deliver a better product for your customers

    One reason why agile should (🤞 in theory - we’ll expand on this shortly) benefit your customers is that every two to four weeks, your users will usually get new features and upgraded products.

    This is kind of a big deal when you compare it to traditional project management approaches.

    Pre-agile, customers could be waiting many months or even years before they would see any changes. In many cases, by the time updates were released, customers, technologies, and requirements had moved on.

    But when you’re agile, it means that:

    • Your customers can request updates, features, and changes at any time
    • Users should potentially see new features added to a roadmap and rolled out in weeks or months, not years.
    • If something’s not working, your customers can report the issue and provide feedback right away
    • Users can see how the product is developing and growing
    • Your product is moving forward and the customer is moving forward with it
    • The product becomes more valuable to your customers over time

    … but it’s important to note that all of these really awesome benefits only really apply if you’re prioritising your backlog and choosing features with your customers’ best interests at heart 💞

    3. Agile teams need to know what’s valuable to their customers

    As we’ve talked about previously, “there is a chasm between the output of a team and successful outcomes for their customers. And the success of a team is measured by outcomes, not code.”

    Fact is, your customers have different priorities to your developers.

    Your developers likely want to work on projects that they find exciting or fulfilling. But the best agile teams know they need to prioritise the features that matter to their customers. Because if you’re not solving their most important problems, your customers will find someone else who will solve them 😨

    4. Customer focus leads to better quality products

    When you’re obsessed with your customers, you deliver products that actually matter.

    One study found that “quality is influenced by top management’s commitment through customer focus”.

    And this makes sense - if your team stays focused on your customers, there’s a much better chance that they’ll build the right things at the right time for the right people. And this is critical to the success of your product and organisation.

    It’s also a great way to avoid building bloated products with unnecessary features.

    5. Do better planning and prioritising

    Your backlog shouldn’t simply be a to-do list. It needs to include feedback from your customers and attempt to tackle their greatest pain points.

    Program Increment (PI) Planning in scaled agile relies on a healthy customer obsession to inform your product requirements.

    During PI Planning, you’ll discuss the backlog with other teams in your Agile Release Train (ART), prioritise your features, and schedule work for the upcoming iterations.

    Without a solid understanding of your customers to inform your backlog, you could end up planning an entire increment that doesn’t deliver anything useful or move the product forward for users. And that’s a pretty costly risk, if you ask us.

    6. Do everything better with customer feedback

    Teams who are obsessed with customers love getting customer feedback, whether it’s via customer interviews, surveys or just having a chat about their experience 🤓

    Customer feedback is incredibly powerful because it can help you:

    • Understand your customers - Know what their biggest problems are and what they care about most
    • Motivate your agile team - Help your team understand the problems they’re solving, the difference they’re making, and that their work is meaningful
    • Spot trends and patterns - Ensure your product adapts to what’s in demand right now and what your customers will need in the future
    • Make better products - Find out what’s not working so you can fix it
    • Track your progress - See whether customers are happier with your product over time
    • Stay relevant - Because products and companies that solve problems stick around long-term
    • Get buy in - When your customers are involved in the process, they’ll feel more committed to the product, which can reduce churn
    • Improve retention - Reduce churn and keep your customers for longer when you incorporate their feedback and ideas into your product
    • Make data-informed decisions - Stop relying on your assumptions and let the data drive your strategy

    So customer feedback is obviously awesome, but what do you actually DO with it? How do you share it with the team and turn it into actions? Well, that’s where user story mapping comes in.

    7. Agile user story mapping is all about the customer

    Most agile teams run user story mapping sessions to discuss what functions and features are needed in the product. User stories are a visual tool for customer focused development, ensuring your customer journey stays front and center throughout development.

    User Story Mapping

    This is where customer feedback comes into play. When your team can access a wealth of feedback from users, they can write user stories informed by real data. This gives them a much better chance of prioritizing features that will add value to users right away. And it means they’ll always know what features to work on next.

    Plus, it makes it much simpler for your team to reach a consensus, compared to your team of developers butting heads about which features they think should be prioritised 😬💥

    By the way, one of the best ways to help your team be more user-focused is to help them streamline the way they do user story mapping 👇

    So, if the paper and sticky notes approach isn’t working for you, try a digital user story mapping tool like Easy Agile TeamRhythm.

    Simply enter your stories, click and drag to move them around, organise horizontally and vertically, and arrange stories into sprint and version swimlanes. Plus, the Jira integration means that any changes are automatically saved in Jira so that your team can get straight to work.

    Sign up for a free 30-day trial of Easy Agile TeamRhythm and let us know what you think!

    Being more customer-focused is a solid strategy.

    If your team isn’t exactly obsessed with your customers, maybe it’s time to change that?

    Because at the end of the day, if you’re focusing on your customers, you’ll make more of the right decisions about what products, features, and requirements you need to work on. Which means your team will find it easier to make decisions, you’ll waste less time, your users will stay loyal, and you’ll build a better product that gets better all the time.

    It’s a solid strategy. Everybody wins! 🎉

  • Company

    Meet Design Industries - Easy Agile Partner

    Earlier this year on a call with Michael Dockery, Chief Strategist of Design Industries (DI) in Melbourne, Australia, I asked: "What could we do better?"

    Michael said, "...a way for vendors that worked with us to improve the way partnerships are promoted."

    With that suggestion, the Easy Agile Meet the Partner interview series was born. Fittingly, our first interview is with the company that suggested the initiative.

    Design Industries are obsessed with improving the productivity of their Enterprise & Government clients. They do this by optimising their clients' usage of Atlassian tools and implementing best practices while ensuring the platform and apps remain highly available through their partnerships with AWS and Ali Cloud.

    Here is a conversation we had with Michael, Philip (Marketing & Comms Director) and Alice (Executive Business Partner). We discussed who they are and what they do, including some common IT acronyms you can learn about if you look them up :)

    How did you encounter the Atlassian Platform?

    Michael: Design Industries started as a web development company. We were doing custom code, then e-commerce content management systems, web builds, startup consulting, custom API mapping - all sorts of stuff! We took up Atlassian for our service delivery as we were using SVN, I think it was Base Camp, and other tools at the time. We knew we needed something else. I looked at lots of platforms for years and was looking at every project management tool out there.

    I noticed Jira and thought that it looks complicated, a bit overwhelming, and then I saw the price - this was when Atlassian released their software as a service product - $10 for ten users! Everything else was $160 per user per month, so we took it up, and in hindsight that was a great decision.

    And where is the Design Industries business today?

    Michael: We're now half in Melbourne, half in Cebu in the Philippines. We support clients across Australia and help them to make the most of the Atlassian stack. Most of what we do is assisting around project management solutions, so organisations come to us and say, "We want to use Atlassian," or, "We are using Atlassian for project management, can you help us?" And the primary use case is around ITSM (IT Service Management), where they want to run some type of ITIL practice, so we help out with that.

    There are also a lot of custom scenarios: a marketing, finance or HR team wanting to improve their workflows. What we've done is created predefined configuration sets for all those different types of operational core competencies to solve their recurring challenges.

    Essentially we help organisations fast-start their practice or give a quick uplift to their capabilities by implementing these predefined configuration sets. This is how we support leading companies to make the most out of the Atlassian Enterprise stack. The next step is not only to support the platform and enhance its capability: it's being able to do that on a continual basis - which is where we are leading the market.

    What we do with a lot of our clients is continually deliver improvements to the platforms: whether that's improvements in configurations or reporting; additional plugins; retiring other software platforms in the environment; onboarding teams and functions; integration with other platforms and applications in the background.

    Are there any notable customer projects that you could mention?

    Michael: There are quite a few listed on our website. We helped a significant retailer move onto the Atlassian platform as a core operations piece, assisting them in standing up their Atlassian Data Center environment. We put our standardised configurations for project management in and then we migrated their disparate platforms onto a primary enterprise instance. They were able to standardise and consolidate their Atlassian instances, so that was pretty cool!

    Then there was another notable sizeable financial company. Again, Design Industries helped them stand up an Atlassian stack with our predefined configuration sets and, this time, in our managed AWS service. We then took the encrypted data from their parent company and imported it into this new environment. It has now grown to be the enterprise stack — their core delivery platform.

    Philip: Each time another major company comes to us, it helps build our pool of knowledge. We often hear customers saying, "Wow! What, you mean you can press a button stand up an Atlassian instance? And then we have enterprise maturity as a scalable framework?"

    We respond with, "Yeah, that's what we sell here. We give you a step-change in your organisational efficiency."

    Where do you see common pitfalls occur when a customer begins deploying Atlassian tools?

    Michael: That's simple — doing it yourself, giving too much Administration rights to people who aren't trained, aren't qualified and implementing it in an ungoverned way. That's a big mistake! However, I've seen it work as a change strategy. You know you can't make such a massive change without allowing people to do it themselves. So throw it over the fence go "OK, here is the tool, run with it" and then hope that the users get excited. When they get excited, then come back and retrofit the policy and do the cleanup, put the process on top and then retrain everyone.

    If you've worked in IT or change management before, I'm sure you would agree taking that strategy is a costly mistake. It's better to do it the right way from day one and govern it with a vision in mind. It's an enterprise platform, not an insignificant piece. What part of "mission-critical" don't people understand?

    Amongst the Atlassian ecosystem, is there anything that excites you as being "the future"?

    Philip: Automated test cases!

    Michael: What excites is it's pretty unlimited what we can do, and the capabilities are going to increase. I can see how this platform is beautifully set for some future trends, particularly around automation. I'm just excited that there's so much to do in this space. There are so many businesses that could use the capability that the platform can bring, and most - even if they've already got it - are barely scratching the sides of what's possible. We could close the doors for six months and work on ourselves and our processes!

    Philip: Two years ago, we were having conversations about the massive efficiency that could be gained in government by taking on more Agile Project Management. There is so much waste that goes along with poorly managed projects and the associated rework. Then there are things like responding to natural disasters, where you can stand up a fit-for-purpose project management environment, notify the relevant people, get co-ordinating and deliver change on the ground.

    Michael: Automated responses to predefined plan execution. I can think of so many things!

    So when it comes to Agile, where are your customers these days?

    Michael: What is interesting with Agile is the world has turned. I think everyone is now somewhere in the Agile journey, and that has changed from a few years ago. I guess the approach and the degrees of success vary significantly between our clients. Walking into offices, I still see many wallboards and sticky notes. There is always room for improvement.

    The journey has begun. Some are doing it well; most can improve; everyone is in the middle. It's interesting times in the space.

    There's the opportunity to optimise Agile processes everywhere!

    Michael: I think it's just hard! I read about what they call "zero budgeting", which is a method to do budget allocation for Agile projects.

    That is such a massive shift in how projects get funded and defunded. If you're going to sit there and say, "OK, we want to measure the value that's being returned on a live basis so that we can fund and defund on an agile basis," you've got to have the tooling in place. If you can't do proper portfolio reporting, you can't tell me what all of your initiatives are.

    That means you have to have some type of standardisation in the delivery tool and in the portfolio. You can sit there and go, "OK, I can see my initiatives. I can see what's delivering value. I'm now going to make a monthly budget decision."

    So it gets away from these big projects, where most of the C-Level still operates, to where they make funding decisions once a month. These decisions are much smaller, and they're based on who's doing well.

    With Agile, there are different interpretations and you've seen different maturity levels in organisations. What resources do you provide to customers? How do you help them find clarity?

    Michael: In terms of resources, I used to buy a book called The Lean Startup and give it away like crazy. So that teaches you Lean and Agile, and I think people need to go through the Agile "light bulb" moment. I very distinctly remember when I had my light bulb moment with Agile - there was a before and after. Before, it was confusion, and after, "Aha! I understand this now!" I still think that goes on for a lot of people.

    The other one is Lean, and I think that's part of the Agile "light bulb" thing. As a senior stakeholder, you want to achieve things; you're going to invest in things. But having an understanding of what a lean approach looks like, and how a lean approach can be executed, helps a senior executive who typically won't have the time to go out to Agile training. It helps them get a sense of how to structure work, make it small, deliver some value.

    The Lean Startup book was what you used to advise before. What do you do now?

    Michael: * jokingly * I tell people to get the book!

    In all seriousness, there are a couple of principles that you need to understand, and they are similar but different. Waterfall has milestones, Agile has a release. Waterfall has a week of work, Agile has a sprint which you set yourself. For example, a sprint may be one, two or three weeks - we use weekly. You get up on a Monday and say "What are we delivering this week?"

    The benefit of Agile is delivering value fast and getting feedback fast, to inform your next delivery. In Waterfall, you're following a predetermined plan that is resistant to change. I like to think of it is as "What are we doing this week?" in Waterfall and "What are we delivering this week?" in Agile.

    Lean-Agile is the next step, coupling lean principles to Agile methodology. It's well worth understanding if you're looking to the future. The Lean Startup, it's a classic. People ask, "How do you start a business? What's the most you need?" The most you need is literally a piece of paper and a pencil, and he gives examples of this. You can then say "I don't need $100k to start a business. I need a piece of paper and a pencil." It becomes a lot more achievable.

    With these lean startup principles, what have you seen in large enterprise or government that has been successfully deployed?

    Michael: They will talk about it in The Lean Startup and call it a "Tiger Team", and that's how most organisations have ended up doing it. Find a team that is a bit more innovative, a bit more flexible and seed the practice. Then with executive support, go, "OK, we're going to change the methodology. How do we do this? How do we find a team who's up to it?" You then get them trained, get them implemented, get the process sorted, get a best practice approach, you roadshow it and roll it out to the organisation. I think that's happened for the executives that have decided to go to Agile. The rest are just fumbling through at the moment.

    Where do they need help if they're fumbling through?

    Michael: More of a realisation that the toolchain is really important. Agile means you still need to have a written process. You need to have an elaborated work breakdown structure, and make it clear to the team how they're going to break up the work and put it through the system, even though they're "Agile". It still requires a project management configuration and then portfolio reporting.

    If you've got the teams running their own processes, it's highly ineffective. We see divisions such as, "Team A are using Story Points, Team B use Estimation, Team C use nothing... and Team D, well, they kind of do it their own way - I think they're Waterfall". What a mess!

    The whole process requires someone responsible. Most organisations have this initiative going on called "digital transformation". It requires an individual who is in charge of digital transformation to be able to make decisions on methodology when it comes to project management and how that interrelates with the tooling.

    Philip: I think of it like showing senior executives fire for the first time. They haven't ever had reporting down to the level we are talking about once you've got the bottom up using this toolset. Previously, the reporting culture was, "Can you provide us with five slides for the senior exec or the board pitch?" where now it comes to, "Well, you can report on everything now at the click of a button and you can see it in real-time."

    So it empowers at the top level, and it frees people up to work on high-value tasks.

    You mentioned Eric Ries with The Lean Startup. Any other thought leaders that you follow?

    Michael: *laughing* McLaren.

    Philip: Michael's obsessed with Formula 1. It's a bit of a driving force behind how we do things here.

    Michael: Formula 1 certainly is an interesting analogy. I don't know if it is in terms of thought leaders, but in terms of an area of inspiration, definitely Formula 1 and how it works because there's a lot to it. It's teamwork.

    It's high-performance teams, high-performance machines. I look at the way we configured the tooling, and it's our high-performance machine.

    It's probably not as exciting as a Formula 1 car, but it's what we've got, and we certainly get to drive it - but it's not as dangerous either!

    We know you love Easy Agile apps. Any other Atlassian Marketplace apps you love recommending?

    Michael:Riada Insight Asset Management is really powerful. For a lot of organisations when it comes to ITSM tooling, the monitoring tooling, the asset management tooling, and the ticketing tooling aren't integrated. It is quite tangled. So when an organisation is looking at Jira Service Desk, it's a no brainer.

    Then there is Tempo Time Tracking. When one of our clients want to bill their clients, or they need to manage their budgets effectively, it works perfectly. It also lends towards capacity management. A lot of organisations struggle with their capacity management. Using that suite makes it super easy.

    Lastly, if a customer would ever like to get in touch, what's the best way?

    Philip: They call us at 1300 736 363. They can also fill out a contact form on our website. The form gets responded to quickly. We generally respond within an hour. We usually then book in a call. If it is a relatively straightforward request, we can get a proposal back within 12-24 hours.

  • Workflow

    Scaled Agile Framework (SAFe) 5.0 - The Easy Agile Review

    I was fortunate enough to travel to San Diego for the recent Global SAFe Summit. It was there that the folks from Scaled Agile Inc. unveiled SAFe 5.0 to the audience of 2,100 people from all around the world.

    Like many in attendance, I was both excited and overwhelmed with all the changes including the refreshed Big Picture, renewed focus on customers and concepts of Business Agility just to name a few.

    After the long flight back to Australia, and having had time to share my learnings with the team, we're super excited about what these changes mean for scaling organizational agility and we wanted to share a few of them here with you.

    What's new in SAFe 5.0

    1. Introduction of Business Agility

    How is this different? Business agility now incorporates the whole business in the move towards value streams rather than individual departments.

    2. Refreshed look and feel to the SAFe Big Picture

    SAFe Big Picture

    3. New SAFe Overview

    SAFe overview

    4. SAFe 5.0 'revamps' 2 of the Core Competencies of the Lean Enterprise:

    • Agile Product Delivery from DevOps and Release on Demand
    • Enterprise Solution Delivery from Business Solutions and Lean Systems Engineering

    Plus, Addition of 2 new Core Competencies:

    5. A 10th SAFe Principle was announced

    NEW: Principle #10 - Organise Around Value

    Why are we excited about SAFe 5.0?

    It's not the updated Big Picture diagram, or the more approachable and "business friendly" overview that has us excited about SAFe 5.0. What we're more excited about than anything, is the renewed focus on customers - hooray!

    While we enjoyed playing a customer version of 'Where's Wally?' in previous SAFe Big Pictures, this renewed focus on customers represents a shift in the level of maturity of organizations adopting SAFe.

    They are no longer at a point where "doing" agile is their primary objective. This shift towards customer-centricity embodies what it truly means to be agile, where satisfying the customer is our primary objective.

    We've also seen this shift more broadly, as customer/user satisfaction was cited as the #1 success metric for both agile initiatives and individual agile projects in this year's #StateOfAgile report.

    How does SAFe 5.0 encourage customer centricity?

    The revamped Core Competency of Agile Product Delivery (previously called DevOps and Release on Demand) is what really has us using emojis like ❤️ and has us feeling jazzed.

    The DevOps and Release on Demand competency was all about "delivering value to customers" by forming value streams and optimizing continuous delivery pipelines to ship stuff into the hands of customers quickly.

    The idea that value to customers = shipping working software more regularly is 💩.

    A bad feature is still a bad feature no matter how much faster it lands in the laps of customers. Worse still, a bad feature that your customers don't use, didn't want, or doesn't make them better at their job...... I think you know where I'm going with this.

    This revamped Agile Product Delivery competency instead places the focus waaaaaayyyy before anything is actually built - the first order of business should be having a customer-centric mindset by:

    • focusing on the customer
    • understanding their needs
    • thinking and feeling like the customer #bethecustomer
    • building a whole product solution
    • knowing the customer lifetime value

    How do we achieve customer-centricity?

    Putting customers at the center of all decisions and incorporating Design Thinking practices into the mix well before we even think about building anything is key to achieving customer-centricity.

    This all sounds great, but what does this look like in practice? The diagram below is probably our favourite asset in the entire SAFe catalogue and we think it showcases practical examples of Design Thinking in practice:

    design thinking

    Our personal favourites

    Personas 💁🏽‍♀️

    It might seem trivial at first, to come together as a team, creating what seem like fake dating profiles for your customers.

    However, this exercise sets the foundation for other agile practices down the track, and its perceived benefits are often undervalued.

    Teams that have a shared understanding and alignment around the types of people using the solution they are delivering are more likely to succeed.

    We want to make sure we're building the right solutions, for the right people, to help solve the right problems at the right time, otherwise we risk the following scenario:

    Knowing the customer deeply is no longer the sole responsibility of a (traditional) Sales and Marketing team. Agile practices have called for the development of cross-functional team members to step up and help connect with customers.

    Related blog post: how to create personas with your team.

    It's no secret as the makers of Easy Agile TeamRhythm that we love user story maps (shameless 🔌).

    So what about this agile practice do we love so much that we decided to form a business off the back of it?

    The purpose of engaging in this activity is to create a shared understanding of who our customers are, how they interact with our products and how we should focus our development efforts on stories in order to provide our customers with the most value.

    In other words, it gives us a way to say, ok I'm working on building this user story, I know who the user I'm building this story for is, and I can understand which part of the customer's journey this will be directly impacting.

    user story mapping

    We believe this shared understanding is incredibly powerful for both building with empathy and putting our customers at the heart of of all our development decisions. We believe this practice exemplifies what it means to be customer centric, and that's why we ❤️ it.

    Verdict

    Easy Agile welcomes the big changes introduced in SAFe 5.0, especially calling out customer-centricity, design thinking, and business agility. We can't wait to see how our customers start introducing this to their teams.

  • Workflow

    The guide to Agile Ceremonies for Scrum

    Ceremonies are regular events held by Scrum teams. ‘Agile’ is a broad word describing a different way of working with shorter, time-boxed cycles for releases.

    Under the broad umbrella of agile, Scrum is one of the most popular approaches that teams use to organise their work and releases.

    Each short iteration of work in Scrum is referred to as a sprint. A sprint is normally a 2 week period where the team focuses on a small slice of work.

    The idea is that everyone focuses on 1 slice of work. And that slice is to be completed and shipped to the customer within that same sprint.

    Scrum can be broken down into a few important elements:

    1. Roles
    2. Artifacts
    3. Ceremonies

    This post will focus on the Scrum Ceremonies.

    All of the 4 Scrum ceremonies help ensure the Scrum team stay focused on the slice of work they agreed to focus on in that sprint.

    It helps the team with transparency about progress on the work they committed to finish and to raise any issues early before they become blockers.

    Let’s have a look at each of the four agile ceremonies in Scrum:

    1. Stand up (or daily Scrum)

    Goal of the stand up: a brief check-in where the team can raise issues or communicate with the whole team face to face.

    Who joins the daily stand up: Developers, Scrum Master, Product Owner

    Outcome of daily stand up: the team raises any blockers, but doesn’t have to solve them. Ensure each team member is clear about what they are working on. Each team member should be able to answer these three questions:

    stand ups
    • What did I complete yesterday?
    • What will I work on today?
    • Am I blocked by anything?

    When to hold a stand up: daily

    Tip: stand ups can be done by business teams and don’t always have to be face-to-face. Here’s a photo of Australian bank ANZ’s executive stand up in action:

    exec stand up

    And another pic from InsideIT’s stand up:

    stand up

    2. Sprint Planning

    Goal of sprint planning: sprint planning helps the team prepare for what work is coming up next. The team discusses each item of work which has been prioritised by the Product Owner.

    Who does sprint planning: Developers, Product Owner, Scrum Master

    Outcome of sprint planning: that everyone knows what the sprint goal is and how they are going to achieve it. Make sure everyone understands what’s the overall vision or objective of the work.

    The team will be comfortable with what work is available to be picked up in the next sprint. The team will discuss any impediments or opportunities and how they can optimise the way the work will be completed.

    The team will also estimate the work and draw a line when it is estimated that the effort to complete the work exceeds the team’s capacity or historical velocity.

    When to hold sprint planning: at the end of a sprint or very beginning of a new sprint.

    Bonus: sometimes in sprint planning you will find things you won’t do, and that’s valuable too.

    tweet sprint planning

    3. Sprint review

    Goal of the sprint review: showcase the work completed and receive feedback from the Product Owner and relevant stakeholders.

    Who joins the sprint review: Executive Sponsors, Developers, Scrum Master, Product Owner

    Outcome of the sprint review: each team member feels empowered by showcasing their work to the team. The team can celebrate their achievements. Executive team can ask questions. Product owner can provide feedback and check the work is of high quality and satisfies the user story. Works best with drinks and cake.

    When to hold a sprint review: at the end of each sprint.

    sprint review

    4. Retrospective

    Goal of the retrospective: honest discussion about what worked well and didn’t work well. Encourage self-improvement and transparency.

    Who joins the retrospective: Developers, Scrum Master, Product Owner

    Outcome of a retrospective: receive feedback from the team and seek to improve in the following sprint. The beauty of agile and Scrum is the fast feedback loop.

    mario kart retro

    If something isn’t working well, it only hurts the team for a maximum of 2 weeks. It can then be addressed at the retrospective and action can be taken to address the issue before it gets out of hand.

    The outcome should be a commitment from the team to focus on addressing areas that need improvement or continuing behaviours that benefit team health and/or velocity.

    When to hold a retrospective: at the beginning of a new sprint, reflecting on a sprint that has just ended.

    ---

    The common theme across these Scrum ceremonies is that they encourage team collaboration, transparency and communication.

    In my experience, this is what truly makes agile a better way of working.

    It’s not the story points or even the way the backlog is prioritised that makes a difference. The true game-changer of agile is that it helps teams with open and honest communication.

    These agile/Scrum ceremonies won’t always work the same for every team.

    However, they are a great way to facilitate conversation and encourage continuous improvement.

  • Workflow

    The Difference Between a Flat Product Backlog and a User Story Map

    It’s one of the most common practices in agile software development; the flat product backlog. We’ve all seen them, we’ve all contributed to them, and we’ve all inevitably drowned in them.

    In its simplest form, a flat product backlog is a laundry list of ‘stuff to do’ that will ultimately provide value to the customer. These actionable items are prioritised (top to bottom) in the order the value will be delivered. If a team is adopting the Scrum method the backlog is split into future sprints to provide an indication of what will be delivered and when.

    Depending on the size and requirements of the organisation, the list of things to be done could be 10, 100 or 1,000 actionable items. It’s easy to see how managing the latter comes with the challenges of updating, assigning, grooming and scheduling these items.

    a typical flat product backlog in Jira

    What’s Wrong With Flat User Story Backlogs?

    So far we know that flat backlogs represent a list of things to be done. This comes with its challenges, and its shortcomings were best described by Jeff Patton when he said;

    We spend lots of time working with our customers. We work hard to understand their goals, their users, and the major parts of the system we could build. Then we finally get down to the details — the pieces of functionality we’d like to build. In my head I see a tree where the trunk is built from the goals or desired benefits that drive the system; big branches are users; the small branches and twigs are the capabilities they need; then finally the leaves are the user stories small enough to place into development iterations.



    After all that work, after establishing all that shared understanding, I feel like we pull all the leaves off the tree and load them into a leaf bag — then cut down the tree.



    That’s what a flat backlog is to me. A bag of context-free mulch
    That’s what a flat backlog is to me. A bag of context-free mulch

    How do you pick an item from a list, and deem it the thing that’s going to provide the most value to your customers, without that additional context?

    Shortcomings of a Flat Product Backlog

    • The flat backlog makes it impossible to discover the ‘backbone’ of your product — the customers interaction experience with the product
    • Arranging user stories in the order they’ll be delivered doesn’t help a product manager explain to others what the system does
    • The flat backlog provides no context or ‘big picture’ around the work a team is doing
    • A flat backlog makes it hard for the product manager to determine if they’ve identified the relevant user stories
    • Release planning is difficult with a flat backlog. How do you prioritise what to build first in an endless laundry list?

    User Story Maps

    A story map is a visual representation of the journey a customer takes with a product, including the activities and tasks they complete. This visualisation helps the team to focus development on providing the most value to customers and their desired outcomes.

    It provides context for teams by answering the following questions:

    • Why are we building this?
    • Who are we building this for?
    • What value will the solution provide for the customer and when?
    an example story map in Easy Agile TeamRhythm

    The story map still showcases the ‘stuff to be done’, the difference here though, is the way in which this information is visualised. As you can see, rather than listing these items out, each item is contextualised under a bigger piece of work. Besides the way the information is visualised, the key difference between a flat product backlog and a user story map, is the focus on the customer journey. Let’s unpack this by breaking down the anatomy of the user story map.

    What A User Story Map Achieves that a Flat Product Backlog Can’t

    • Focus on Desired Customer Outcomes: the visualisation of the customer journey allows teams to identify and implement features based on customer outcomes, and track progress at a glance against a story map
    • Bring the Customer Journey to Life: the transformation of the flat product backlog to a customer centric story map means teams have a better understanding of their customer journey and what their customers want and value
    • Prioritising Actions Based on Value to the Customer: visualisation of the customer journey allows teams to prioritise work based on “value to customer”, resulting in better outcomes and less waste

    Are you getting lost in your flat product backlog? Are you stuck in an endless development cycle, but not really sure for who or why your building features?

    Easy Agile TeamRhythm

    Easy Agile TeamRhythm supports User Story Mapping, sprint or version planning, backlog refinement, and team retrospectives.

  • Product

    Story Maps: A visual tool for customer focus

    This past May John Walpole of Twitter presented Story Maps: A visual tool for customer focused development at the Facebook Technical Program Manager event in Silicon Valley. And our product, Easy Agile User Story Maps for JIRA, got a shoutout — thanks John!

    Watch John’s lightning talk now:

    John Walpole is a Technical Program Manager at Twitter in San Francisco. Prior to joining Twitter he was an engineer, product and program manager involved in the Xbox, Azure and Windows projects at Microsoft.

    In this lightning talk, recorded at Facebook, John explores story maps as a way to figure out what your agile software development team should focus on (in order to satisfy customer needs). Story maps keep the customer journey front and centre during development and make it clear what should be included in a team’s sprint. For more on story mapping see Understand what your customers want with agile user story maps.