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2nd Latin-American Conference on
                                      Agile Development Methodologies
                                         Santa Catarina, Brazil, 09/10/2009


                                                 Workshop
                                      Writing Effective
                                       Project Stories
                                           Luiz Claudio Parzianello
                                         parzianello@suryatec.com.br
                                       http://parzianello.blogspot.com


Copyright © 2009 LUIZ C PARZIANELLO                   Slide 1 of 21
The Speaker
          LUIZ CLAUDIO PARZIANELLO
             Master´s Degree in Systems Engineering from USP
             Bachelor´s Degree in Electronics Engineering from PUCRS
             + 25 years of experience in informatics (prog., analysis e management)
             + 10 years as consultant and instructor in Software Engineering
             + 6 years of experience in the Agile Culture (Leading and Coaching)
             Interested in Software Requirements, NLP, Lean, Scrum and XP
             CEO from Surya Digital Management
             Vice-Coord. from Agile Methods User Group at SUCESU-RS
             Agiles 2009: Organizing Committee and Program Chair

                I’ve acted as a researcher, consultant and instructor for the following
                companies: Incor-HCFMUSP, Citibank, SICREDI, BANRISUL, FAURGS,
                ThyssenKrupp Elevadores, Refap/Petrobrás, FIERGS, ELETROSUL, Mercador-
                Neogrid, Ministry of Planning from Angola, Mayoral of Novo Hamburgo,
                Mayoral of Santa Cruz do Sul, FUNTEC y UNLP (Argentina) ...


Copyright © 2009 LUIZ C PARZIANELLO           Slide 2 of 21
An Introduction



              "The Project Story is based on the principle that a
              software project is a resource that supports the
              change of a business process (transformation) that
              must migrate from an actual scenario (AS IS) to a
              desired one (TO BE), using the product software
              as a support mechanism.“




Copyright © 2009 LUIZ C PARZIANELLO   Slide 3 of 21
The Transformation

                                      C1        C2                 AS IS
                 E1                                        S1                             A project is a
       F1                                                                 D1
                                 A1
                                           A2
                                                A4   A5
                                                                                    transformation process!
                E2                         A3              S2
       F2                                                                 D2



       Business Process               M1        M2
                                                                                    C1        C2         TO BE
                                                                     E1
                                                                                                        S1
    Where you can                                         F1
                                                                                         A2
                                                                                                             D1
  find complaints ...                                                 E2
                                                                               A1             A4   A5
                                                                                                        S2
                                                                                         A3
                                                          F2                                                 D2


                               Where you can
                                                                                M1            M2
                            find compliments ...



Copyright © 2009 LUIZ C PARZIANELLO                            Slide 4 of 21
The Investigation
                                            Who are associated
                                                                            What is the
                                            with the problem?
                                                                            problem?


           When can we observe
            the problem?




                                                                                      Why do you
           Where the problem                                                     think the problem is
            can be found?                                                            happening?


                                                                                How many times we
                                         How does the                          can see the problem?
                                      problem happen?


Copyright © 2009 LUIZ C PARZIANELLO                         Slide 5 of 21
The Problem Solving




                  Toyota specialists believe that when you structure your problem
                  solving around 1 page of paper (A3), then your thinking is focused
                  and structured.
                  The A3 Problem-Solving Report is a document that tells the “story”
                           Problem-
                  of the issue, observation, or problem.


Copyright © 2009 LUIZ C PARZIANELLO           Slide 6 of 21
The Problem Solving
                                                        Durward K. Sobek II
                                      http://www.coe.montana.edu/IE/faculty/sobek/A3/report.htm




                                                                              A3Problem- Solving Report
                                                                              A3 Problem-Solving Report
                                                                                 Problem-
                                                                                 Problem-




Copyright © 2009 LUIZ C PARZIANELLO                           Slide 7 of 21
A Strategy for Change

                                                        S.C.O.R.E. Model
                                       The minimum amount of information that needs to be
                                           addressed by any process of change or healing.                      ☺
         A weak                                     Robert Dilts & Todd Epstein (1987)                     A strong
        systemic                       Present State
                                        Present State
                                                                                         Desired State
                                                                                          Desired State    systemic
                                       (PROBLEM)                                           (GOAL)
        thinking!                       (PROBLEM)                                           (GOAL)
                                                                                                           thinking!
                                                            Transformation



                                                                                       The most
                                       Complaints                                   noticeable and
                                       about bad                                       conscious
     Underlying                                                                       aspects of a
      elements                          results or                                                        Rationale for the
                                                                Underlying               Goal
   responsible for                    unaddressed                                                          transformation
                                                                 elements            (Outcomes
                                                                                      Outcomes)
                                                                                      Outcomes
    creating and                      opportunities                                                           (Effects
                                                                                                               Effects)
                                                                                                               Effects
                                                              responsible for
    maintaining                       (Symptoms
                                       Symptoms)
                                       Symptoms
                                                             removing causes
     symptoms                                                    Resources)
                                                                (Resources
                                                                 Resources
      (Causes
       Causes)
       Causes

Copyright © 2009 LUIZ C PARZIANELLO                             Slide 8 of 21
A Strategy for Thinking
                                                                                               Who are they?                      Ideal
                                                                                                Who are they?
   Logical Levels of Learning and Change                                                                                         Purpose
   Robert Dilts based on Gregory Bateson
                                                                                   Why do
                                                                                    Why do
                                … we can solve ititat                              they do?
                                                                                    they do?
                                 … we can solve at
                                the next upper level!
                                 the next upper level!                                                            Identity
                                                                                                                and Mission
                                                       How do
   When we find aaproblem at                            How do
   When we find problem at                             they do?
                                                        they do?
     aaparticular level …
        particular level …                                                                                  Are unconscious
                                                                                          Beliefs           responses based on
                                                                                        and Values
                                      What do
                                       What do
                                      they do?
                                       they do?
                                                                                        are semiconscious actions
                                                                Capabilities            based on personal
    Who? Where?
     Who? Where?                                               and Strategies
      When?
       When?
                                                                                                     Bad behaviour can generate
                                                                                                    ““Badbehaviour can generate
                                                               is a conscious action
                                                               supported by                        bad results … Good behaviour
                                                                                                    bad results … Good behaviour
                                            Behavior
                                                                                                      can generate goodresults!”
                                                                                                     can generate good results!””
                                                                                                                        results!”
                                                                                                                        results!

          Environment                    is perceived by the senses triggering a


Copyright © 2009 LUIZ C PARZIANELLO                                Slide 9 of 21
A Strategy for Thinking

               In order to get better results, people have to change their
               behavior in a specific business environment;
               New behavior can be achieved by introducing new
               capabilities;
               A software product is a resource developed to support the
               new capabilities expected for the business process;
               A business strategy have to be considered when planning
               new capabilities with a software product;
               The project team (customer and developers) have to share
               the same beliefs to guarantee a product and a production
               cycle that provide value for the business;

Copyright © 2009 LUIZ C PARZIANELLO     Slide 10 of 21
A Project Story

                                                                                   Release Planning
                                                                                    Release Planning
                                      Project Identification
                                       Project Identification


                                                                                 Success Critical Factors
                                                                                  Success Critical Factors


                                       Actual Scenario
                                        Actual Scenario

                                                                                     Product Scope
                                                                                      Product Scope




                                       Desired Scenario
                                        Desired Scenario                            Cost Estimation
                                                                                     Cost Estimation



           PROJECT STORY:
            PROJECT STORY:
       A template 1x A3 or 2x A4
       A template 1x A3 or 2x A4

Copyright © 2009 LUIZ C PARZIANELLO                             Slide 11 of 21
Identity, Mission and Values

                     Who is asking for this project?                                     Who will guarantee necessary resources?
                     What is the project identity
                                         identity?

                     What is the project mission
                                         mission?


                            A name …             A name …              Business values …



                             < a date >                                     < a date >                            < a date >


                                             Identity: Should be related to an intuitive title.

                                             Mission: Should be related to …
                                                     • Increase efficiency and effectiveness
                                                     • Allow more business opportunities
                                                     • Conform to regulations or standards

Copyright © 2009 LUIZ C PARZIANELLO                        Slide 12 of 21
Bad Behaviors and Results


                                                                                                  Environment
                        Tell me about the PRESENT business environment and process …
                                                                                                    Behavior



                                                                             non-
                        Tell me about efficiency, effectiveness, threats and non-conformities …   Bad Results

                        Tell me about people, tools and materials …                               Capabilities

                                                                                                  Beliefs about
                        Tell me your beliefs about the problem ...
                                                                                                   Strategies

                                                 Who, where, when and what?
                                                 How much? How many?
                                                 How do you do that?
                                                 Why do you think that?
Copyright © 2009 LUIZ C PARZIANELLO                         Slide 13 of 21
New Behaviors and Benefits


                                                                                                     Environment
                        Tell me about the FUTURE business environment and process …
                                                                                                       Behavior



                                                                                   conformities
                        Tell me about efficiency, effectiveness, opportunities and conformities …    Good Results


                        Tell me about RECOGNITION … ROI?                                            Beliefs and Values


                                                                                                      Strategies and
                        Tell me about EXPECTED people, tools and materials …
                                                                                                       Capabilities


                                                Who, where, when and what?
                                                How much? How many? Why?
                                                How will you do that?
Copyright © 2009 LUIZ C PARZIANELLO                         Slide 14 of 21
Release Planning
              Cost                                                                                           ROI



   Total
Investment



                                                                                                Agile



                                                                                               Waterfall

                                                                Time
                                                                 Time
                            R1        R2   R3   R4     R5
              Start
               Start                                                   End
                                                                        End         End
                                                                                     End                   Break-
                                                                                                           Break-even
             Project                                                  Project    Transition                 Break-
                                                                                                            Break-even
              Project                                                  Project    Transition




Copyright © 2009 LUIZ C PARZIANELLO                  Slide 15 of 21
Business Assumptions

            Number                       Number                       Number                      Number             Number           Number


   Business Value              Business Value              Business Value                   Business Value     Business Value   Business Value


 “Identify the seven wastes and make a business strategy for the transformation”
                                                                 transformation”
                                                                  ransformation

                                                                                                                         1. Defects
                                                                                “The 7 wastes are at the
                                      Sales Planning
                                                                                root of all unprofitable                 2. Overproduction
                                                                                  activity within your
                                               Pre-Sales                                                                 3. Transportation
    Customer
                   request                                                           organization.”
                                                                                     organization.”
                                                          Sales                                                          4. Waiting
                                                                                                product
                                                              Post-Sales
                                                                                                          Customer       5. Inventory
                                  Business
                                  Process                         Sales Control                                          6. Motion
                                                                                                                         7. Processing
                               Sales Manager           Sales Person        Sales Mgmt.
                                                                              System


Copyright © 2009 LUIZ C PARZIANELLO                                        Slide 16 of 21
Project Assumptions

                       This is what we need to start the project …


                       This is what we consider to run the project …


                       This is what we consider as project threats and impediments …


                       This is what can be done if we face a problem …

                                                                                     C1        C2   Execution Conditions
                                                             PROJECT                                     (Policies)

                                                                 I1                                           O1
                                            Potential   S1                                                            T1
                                                                                          A2
                                              Risks                             A1             A4   A5
                                                                I2                        A3                  O2
                                                        S2                                                            T2


                                                                                                    Alternative Solutions
                                                        Pre-
                                                        Pre-Requirements
                                                             (Setups)                M1        M2

Copyright © 2009 LUIZ C PARZIANELLO                            Slide 17 of 21
Product Assumptions


      < name >            < a list of applications or components >             < Non-functional requirements >
                                                                                 Non-                            < value > < value >




                                                                                                 Categories:
                                                                                         Project Categories:
                                                                                         (A) 1 to 2 months
                                                                                         (B) 3 to 4 months
                                                                                         (C) 5 to 6 months
                                                                                         12 months OR 11 ± 1?
                                                                                             (C) + (C)

Copyright © 2009 LUIZ C PARZIANELLO                           Slide 18 of 21
Budget Assumptions


 Scrum Master To lead the technical team and run business analysis                        1         5.000,00     5.000,00
    Developer          Team members to develop System A                                   3          2.500,00     7.500,00
    Developer          Team member to implement services in System B                     16h            40,00       640,00
                                                                                                                 13.140,00



   Computers           For the technical team                                             4         1.000,00      4.000,00
     Server            Repository, Continuous Integration, V&V                            1         3.000,00      3.000,00
     Designer          To conceive and prototype a GUI                                    1         3.000,00      3.000,00
                                                                                                                 10.000,00



 5x 13.140,00 + 1x 10.000,00                     75.700,00                 6x 13.140,00 + 1x 10.000,00          88.840,00

                                         A                                    Proportional
                                      Unique             costs                   to the
                                       Team                                 project duration.
Copyright © 2009 LUIZ C PARZIANELLO                       Slide 19 of 21
Conclusions
       The Project Story:
              Is an effective way to really understand the main topics of a
              software project;
              Is based on strong linguistic assumptions used by many
              therapists in a change process for individuals and groups;
              Should be developed by the Project Team in requirements
              workshops coordinated by the Product Owner;
              Has to be developed in a time box limited by 2 weeks;
              Can be considered an Agile Project Charter because it
              stimulates communication, is value driven, is limited on
              time and gives directions for inspection and adaptation.

Copyright © 2009 LUIZ C PARZIANELLO     Slide 20 of 21
Thanks and enjoy your project!
                                          Luiz Claudio Parzianello
                                        parzianello@suryatec.com.br
                                      http://parzianello.blogspot.com




Copyright © 2009 LUIZ C PARZIANELLO               Slide 21 of 21

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Writing Effective Project Stories

  • 1. 2nd Latin-American Conference on Agile Development Methodologies Santa Catarina, Brazil, 09/10/2009 Workshop Writing Effective Project Stories Luiz Claudio Parzianello parzianello@suryatec.com.br http://parzianello.blogspot.com Copyright © 2009 LUIZ C PARZIANELLO Slide 1 of 21
  • 2. The Speaker LUIZ CLAUDIO PARZIANELLO Master´s Degree in Systems Engineering from USP Bachelor´s Degree in Electronics Engineering from PUCRS + 25 years of experience in informatics (prog., analysis e management) + 10 years as consultant and instructor in Software Engineering + 6 years of experience in the Agile Culture (Leading and Coaching) Interested in Software Requirements, NLP, Lean, Scrum and XP CEO from Surya Digital Management Vice-Coord. from Agile Methods User Group at SUCESU-RS Agiles 2009: Organizing Committee and Program Chair I’ve acted as a researcher, consultant and instructor for the following companies: Incor-HCFMUSP, Citibank, SICREDI, BANRISUL, FAURGS, ThyssenKrupp Elevadores, Refap/Petrobrás, FIERGS, ELETROSUL, Mercador- Neogrid, Ministry of Planning from Angola, Mayoral of Novo Hamburgo, Mayoral of Santa Cruz do Sul, FUNTEC y UNLP (Argentina) ... Copyright © 2009 LUIZ C PARZIANELLO Slide 2 of 21
  • 3. An Introduction "The Project Story is based on the principle that a software project is a resource that supports the change of a business process (transformation) that must migrate from an actual scenario (AS IS) to a desired one (TO BE), using the product software as a support mechanism.“ Copyright © 2009 LUIZ C PARZIANELLO Slide 3 of 21
  • 4. The Transformation C1 C2 AS IS E1 S1 A project is a F1 D1 A1 A2 A4 A5 transformation process! E2 A3 S2 F2 D2 Business Process M1 M2 C1 C2 TO BE E1 S1 Where you can F1 A2 D1 find complaints ... E2 A1 A4 A5 S2 A3 F2 D2 Where you can M1 M2 find compliments ... Copyright © 2009 LUIZ C PARZIANELLO Slide 4 of 21
  • 5. The Investigation Who are associated What is the with the problem? problem? When can we observe the problem? Why do you Where the problem think the problem is can be found? happening? How many times we How does the can see the problem? problem happen? Copyright © 2009 LUIZ C PARZIANELLO Slide 5 of 21
  • 6. The Problem Solving Toyota specialists believe that when you structure your problem solving around 1 page of paper (A3), then your thinking is focused and structured. The A3 Problem-Solving Report is a document that tells the “story” Problem- of the issue, observation, or problem. Copyright © 2009 LUIZ C PARZIANELLO Slide 6 of 21
  • 7. The Problem Solving Durward K. Sobek II http://www.coe.montana.edu/IE/faculty/sobek/A3/report.htm A3Problem- Solving Report A3 Problem-Solving Report Problem- Problem- Copyright © 2009 LUIZ C PARZIANELLO Slide 7 of 21
  • 8. A Strategy for Change S.C.O.R.E. Model The minimum amount of information that needs to be addressed by any process of change or healing. ☺ A weak Robert Dilts & Todd Epstein (1987) A strong systemic Present State Present State Desired State Desired State systemic (PROBLEM) (GOAL) thinking! (PROBLEM) (GOAL) thinking! Transformation The most Complaints noticeable and about bad conscious Underlying aspects of a elements results or Rationale for the Underlying Goal responsible for unaddressed transformation elements (Outcomes Outcomes) Outcomes creating and opportunities (Effects Effects) Effects responsible for maintaining (Symptoms Symptoms) Symptoms removing causes symptoms Resources) (Resources Resources (Causes Causes) Causes Copyright © 2009 LUIZ C PARZIANELLO Slide 8 of 21
  • 9. A Strategy for Thinking Who are they? Ideal Who are they? Logical Levels of Learning and Change Purpose Robert Dilts based on Gregory Bateson Why do Why do … we can solve ititat they do? they do? … we can solve at the next upper level! the next upper level! Identity and Mission How do When we find aaproblem at How do When we find problem at they do? they do? aaparticular level … particular level … Are unconscious Beliefs responses based on and Values What do What do they do? they do? are semiconscious actions Capabilities based on personal Who? Where? Who? Where? and Strategies When? When? Bad behaviour can generate ““Badbehaviour can generate is a conscious action supported by bad results … Good behaviour bad results … Good behaviour Behavior can generate goodresults!” can generate good results!”” results!” results! Environment is perceived by the senses triggering a Copyright © 2009 LUIZ C PARZIANELLO Slide 9 of 21
  • 10. A Strategy for Thinking In order to get better results, people have to change their behavior in a specific business environment; New behavior can be achieved by introducing new capabilities; A software product is a resource developed to support the new capabilities expected for the business process; A business strategy have to be considered when planning new capabilities with a software product; The project team (customer and developers) have to share the same beliefs to guarantee a product and a production cycle that provide value for the business; Copyright © 2009 LUIZ C PARZIANELLO Slide 10 of 21
  • 11. A Project Story Release Planning Release Planning Project Identification Project Identification Success Critical Factors Success Critical Factors Actual Scenario Actual Scenario Product Scope Product Scope Desired Scenario Desired Scenario Cost Estimation Cost Estimation PROJECT STORY: PROJECT STORY: A template 1x A3 or 2x A4 A template 1x A3 or 2x A4 Copyright © 2009 LUIZ C PARZIANELLO Slide 11 of 21
  • 12. Identity, Mission and Values Who is asking for this project? Who will guarantee necessary resources? What is the project identity identity? What is the project mission mission? A name … A name … Business values … < a date > < a date > < a date > Identity: Should be related to an intuitive title. Mission: Should be related to … • Increase efficiency and effectiveness • Allow more business opportunities • Conform to regulations or standards Copyright © 2009 LUIZ C PARZIANELLO Slide 12 of 21
  • 13. Bad Behaviors and Results Environment Tell me about the PRESENT business environment and process … Behavior non- Tell me about efficiency, effectiveness, threats and non-conformities … Bad Results Tell me about people, tools and materials … Capabilities Beliefs about Tell me your beliefs about the problem ... Strategies Who, where, when and what? How much? How many? How do you do that? Why do you think that? Copyright © 2009 LUIZ C PARZIANELLO Slide 13 of 21
  • 14. New Behaviors and Benefits Environment Tell me about the FUTURE business environment and process … Behavior conformities Tell me about efficiency, effectiveness, opportunities and conformities … Good Results Tell me about RECOGNITION … ROI? Beliefs and Values Strategies and Tell me about EXPECTED people, tools and materials … Capabilities Who, where, when and what? How much? How many? Why? How will you do that? Copyright © 2009 LUIZ C PARZIANELLO Slide 14 of 21
  • 15. Release Planning Cost ROI Total Investment Agile Waterfall Time Time R1 R2 R3 R4 R5 Start Start End End End End Break- Break-even Project Project Transition Break- Break-even Project Project Transition Copyright © 2009 LUIZ C PARZIANELLO Slide 15 of 21
  • 16. Business Assumptions Number Number Number Number Number Number Business Value Business Value Business Value Business Value Business Value Business Value “Identify the seven wastes and make a business strategy for the transformation” transformation” ransformation 1. Defects “The 7 wastes are at the Sales Planning root of all unprofitable 2. Overproduction activity within your Pre-Sales 3. Transportation Customer request organization.” organization.” Sales 4. Waiting product Post-Sales Customer 5. Inventory Business Process Sales Control 6. Motion 7. Processing Sales Manager Sales Person Sales Mgmt. System Copyright © 2009 LUIZ C PARZIANELLO Slide 16 of 21
  • 17. Project Assumptions This is what we need to start the project … This is what we consider to run the project … This is what we consider as project threats and impediments … This is what can be done if we face a problem … C1 C2 Execution Conditions PROJECT (Policies) I1 O1 Potential S1 T1 A2 Risks A1 A4 A5 I2 A3 O2 S2 T2 Alternative Solutions Pre- Pre-Requirements (Setups) M1 M2 Copyright © 2009 LUIZ C PARZIANELLO Slide 17 of 21
  • 18. Product Assumptions < name > < a list of applications or components > < Non-functional requirements > Non- < value > < value > Categories: Project Categories: (A) 1 to 2 months (B) 3 to 4 months (C) 5 to 6 months 12 months OR 11 ± 1? (C) + (C) Copyright © 2009 LUIZ C PARZIANELLO Slide 18 of 21
  • 19. Budget Assumptions Scrum Master To lead the technical team and run business analysis 1 5.000,00 5.000,00 Developer Team members to develop System A 3 2.500,00 7.500,00 Developer Team member to implement services in System B 16h 40,00 640,00 13.140,00 Computers For the technical team 4 1.000,00 4.000,00 Server Repository, Continuous Integration, V&V 1 3.000,00 3.000,00 Designer To conceive and prototype a GUI 1 3.000,00 3.000,00 10.000,00 5x 13.140,00 + 1x 10.000,00 75.700,00 6x 13.140,00 + 1x 10.000,00 88.840,00 A Proportional Unique costs to the Team project duration. Copyright © 2009 LUIZ C PARZIANELLO Slide 19 of 21
  • 20. Conclusions The Project Story: Is an effective way to really understand the main topics of a software project; Is based on strong linguistic assumptions used by many therapists in a change process for individuals and groups; Should be developed by the Project Team in requirements workshops coordinated by the Product Owner; Has to be developed in a time box limited by 2 weeks; Can be considered an Agile Project Charter because it stimulates communication, is value driven, is limited on time and gives directions for inspection and adaptation. Copyright © 2009 LUIZ C PARZIANELLO Slide 20 of 21
  • 21. Thanks and enjoy your project! Luiz Claudio Parzianello parzianello@suryatec.com.br http://parzianello.blogspot.com Copyright © 2009 LUIZ C PARZIANELLO Slide 21 of 21