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Priorities and Roadmaps
Guiding the Successful Business


Pat Scherer   patscherer@sbcglobal.net




June 14, 2008
                                         © Copyright 2008 Pat Scherer   1
m

                           Gather
        Prioritize




                      Assign




R– E– L – E-A – S – E- S

        © Copyright 2008 Pat Scherer   2
Gather            Where do your
                  requirements come
                  from?




         © Copyright 2008 Pat Scherer   3
Gather               Where do your
                           requirements come
                           from?
Who? Accountable sources
Why? How much? Reward for delivery.
What is required? Not how it should be implemented.
When? Window of opportunity.


                  © Copyright 2008 Pat Scherer    4
Organize
   Gather              • By product/service
                       • By parts affected
                       • Duplicates, alternative and
                       conflicting requirements

Document
• Source
• Opportunity
• Time constraints
• Dependencies


                © Copyright 2008 Pat Scherer           5
Gather                  Anticipate where the
                         opportunity will be,
                         not where it’s been.
“World-class marketects approach their task from a
  perspective of time that distinguishes them from those
  less skilled.
Instead of listening to what customers want now, they
  extrapolate multiple streams of data, including current
  requests, to envision what customers will want 18 to 24
  months in the future.”

  – Luke Hohman, Beyond Software Architecture


                 © Copyright 2008 Pat Scherer               6
Prioritize                     What goals spell
                                       success for your
                                       business?
If your company vision is to dominate a market by growing a loyal customer base,
why would you use ROI as your sole criteria for prioritizing requirements?
                               Market
                               Leader
                                                                           ROI
                   LTV                                           Niche
                              © Copyright 2008 Pat Scherer                         7
Process
       Prioritize            • Create a prioritized list
                             • Revalidate opportunity
                             • Review with stakeholders

Ranking Systems
• Break ties
• Separate tactical urgency from strategic importance
• ABC, A1, weighted numeric…

 Document new information surfaced during
 prioritization discussions.
                    © Copyright 2008 Pat Scherer           8
Assign           Roadmaps
                 How far out should you plan?




                                        Delivery
                                        channels
    Product                       Release
    size and                       cycles
    complexity
         © Copyright 2008 Pat Scherer              9
Assign                                 Enterprise
                     Execution
                                       Product Line                       Organization




                                              Product                                    Releases
          Framework
          Architecture

                                           Iterate        Iterate

         Requirements
           Roadmap               Iterate    Release
                                              (3 mo)
                                                                      Iterate
                                                                                    Measurement

                                                                                         AB
                                                                                         C D
                            Plan                                        Harden
                                           Design         Build
Release                                          Iterate
                                                                        and Ship


                                                     (2 wks)
                                           Req                 Test
Framework
                                  Adapted with permission from work by R. Ritthaler, BMC Corp.      10
Process
        Assign            • Estimate resources
                          • Assign to releases
                          • Adjust for dependencies/risk
                          • Review with stakeholders
                          • Manage change
                   Release Content
                   • Top priority “must haves”
Document           • Best effort additions
• Assumptions
• Task breakdown
• Schedule and assignments
• Risk (unknowns/size/complexity)
• ROIs, as needed, for prioritization/pricing
                    © Copyright 2008 Pat Scherer       11
m

                           Gather
        Prioritize




                      Assign




R– E– L – E-A – S – E- S

        © Copyright 2008 Pat Scherer   12

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Priorities and roadmaps product camp

  • 1. Priorities and Roadmaps Guiding the Successful Business Pat Scherer patscherer@sbcglobal.net June 14, 2008 © Copyright 2008 Pat Scherer 1
  • 2. m Gather Prioritize Assign R– E– L – E-A – S – E- S © Copyright 2008 Pat Scherer 2
  • 3. Gather Where do your requirements come from? © Copyright 2008 Pat Scherer 3
  • 4. Gather Where do your requirements come from? Who? Accountable sources Why? How much? Reward for delivery. What is required? Not how it should be implemented. When? Window of opportunity. © Copyright 2008 Pat Scherer 4
  • 5. Organize Gather • By product/service • By parts affected • Duplicates, alternative and conflicting requirements Document • Source • Opportunity • Time constraints • Dependencies © Copyright 2008 Pat Scherer 5
  • 6. Gather Anticipate where the opportunity will be, not where it’s been. “World-class marketects approach their task from a perspective of time that distinguishes them from those less skilled. Instead of listening to what customers want now, they extrapolate multiple streams of data, including current requests, to envision what customers will want 18 to 24 months in the future.” – Luke Hohman, Beyond Software Architecture © Copyright 2008 Pat Scherer 6
  • 7. Prioritize What goals spell success for your business? If your company vision is to dominate a market by growing a loyal customer base, why would you use ROI as your sole criteria for prioritizing requirements? Market Leader ROI LTV Niche © Copyright 2008 Pat Scherer 7
  • 8. Process Prioritize • Create a prioritized list • Revalidate opportunity • Review with stakeholders Ranking Systems • Break ties • Separate tactical urgency from strategic importance • ABC, A1, weighted numeric… Document new information surfaced during prioritization discussions. © Copyright 2008 Pat Scherer 8
  • 9. Assign Roadmaps How far out should you plan? Delivery channels Product Release size and cycles complexity © Copyright 2008 Pat Scherer 9
  • 10. Assign Enterprise Execution Product Line Organization Product Releases Framework Architecture Iterate Iterate Requirements Roadmap Iterate Release (3 mo) Iterate Measurement AB C D Plan Harden Design Build Release Iterate and Ship (2 wks) Req Test Framework Adapted with permission from work by R. Ritthaler, BMC Corp. 10
  • 11. Process Assign • Estimate resources • Assign to releases • Adjust for dependencies/risk • Review with stakeholders • Manage change Release Content • Top priority “must haves” Document • Best effort additions • Assumptions • Task breakdown • Schedule and assignments • Risk (unknowns/size/complexity) • ROIs, as needed, for prioritization/pricing © Copyright 2008 Pat Scherer 11
  • 12. m Gather Prioritize Assign R– E– L – E-A – S – E- S © Copyright 2008 Pat Scherer 12