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BABOK Guide
BABOK Guide
10. Techniques
Introduction 10.1 Acceptance and Evaluation Criteria 10.2 Backlog Management 10.3 Balanced Scorecard 10.4 Benchmarking and Market Analysis 10.5 Brainstorming 10.6 Business Capability Analysis 10.7 Business Cases 10.8 Business Model Canvas 10.9 Business Rules Analysis 10.10 Collaborative Games 10.11 Concept Modelling 10.12 Data Dictionary 10.13 Data Flow Diagrams 10.14 Data Mining 10.15 Data Modelling 10.16 Decision Analysis 10.17 Decision Modelling 10.18 Document Analysis 10.19 Estimation 10.20 Financial Analysis 10.21 Focus Groups 10.22 Functional Decomposition 10.23 Glossary 10.24 Interface Analysis 10.25 Interviews 10.26 Item Tracking 10.27 Lessons Learned 10.28 Metrics and Key Performance Indicators (KPIs) 10.29 Mind Mapping 10.30 Non-Functional Requirements Analysis 10.31 Observation 10.32 Organizational Modelling 10.33 Prioritization 10.34 Process Analysis 10.35 Process Modelling 10.36 Prototyping 10.37 Reviews 10.38 Risk Analysis and Management 10.39 Roles and Permissions Matrix 10.40 Root Cause Analysis 10.41 Scope Modelling 10.42 Sequence Diagrams 10.43 Stakeholder List, Map, or Personas 10.44 State Modelling 10.45 Survey or Questionnaire 10.46 SWOT Analysis 10.47 Use Cases and Scenarios 10.48 User Stories 10.49 Vendor Assessment 10.50 Workshops

5.3 Engage the Whole Team

5.3.1 Share Goals

Guide to Product Ownership Analysis

The Product Owner is accountable for maximizing the value of the product, but the product cannot be built without contributions from the whole team.

Shared goals are the catalyst for cooperative participation. In Social Psychology, shared goals are referred to as superordinate.

"A superordinate goal is something that is big enough and compelling enough to aid individuals and groups to overlook personal differences in order to achieve something significantly beyond their current reach."

The goal to delight the customer supports a customer-centric culture that engages the product team. It gives them a voice to express their concerns and unique perspectives with common parameters.

To create a quality product, cross-functional perspectives are essential. Managing perspectives through shared goals keeps the focus on the customer and the product. The shared understanding of the customer needs and the product vision, integrated with varied perspectives, serves to enrich, and evolve the product.

POA Practitioners focus on three concepts to reap the benefits of shared goals:
  • Shared Vision: Represents a common understanding of the product, with a compelling vision to delight the customers.
  • Collective Responsibility: In product delivery, each team member is held responsible for the success of the product, and the associated strategic goals. It may extend to organizational responsibility, where all are held responsible.
  • Product Alignment: This refers to continuous alignment of vision, strategy, and shared goals, plus alignment to customers, markets, and branding, with readiness to respond to changes.
The product vision is the impetus that guides the work to deliver the product. If the product team cultivates customer intimacy, they share in the vision of the product, and features to delight the customer.

A shared vision inspires and motivates the team. It is active. It is common and collective.

Vision Statement

For [target customer] who [statement of need or opportunity], the [product name] is a [product category] that [benefit or unique selling point and differentiator].
How POA Helps Shared Vision

Being forward-looking - envisioning exciting possibilities, and enlisting others in a shared view of the future,
is the attribute that most distinguishes leaders from non-leaders.
- HBR: To Lead, Create a Shared Vision

A shared product vision is an outcome of great POA, with the whole team pitching in. POA Practitioners listen attentively, and guide the team, to share in the understanding of the customer.

The varied perspectives and interests of customers, the delivery team, and other stakeholders can make a project more challenging. The shared vision helps everyone, amidst their varied perspectives, understand why the product is being built.

The product vision is the guiding force for the team to focus on decisions and resolutions.

An effective tool in enabling a shared understanding, the product vision:
  • May evolve through collaboration,
  • Should motivate and inspire, and
  • Must be shared often.
POA Techniques for a Shared Vision

Agile Extension Techniques
  • Visioning: Determine the desired outcome for the product, worded concisely and approachably so that it cultivates a shared understanding by all stakeholders.
  • Value Modelling: Segregate values derived by individual stakeholder groups that can be performed as a collaborative exercise to articulate a cohesive product vision.
BABOK® Guide Techniques
  • Business Capability Analysis: Understand enterprise capabilities to complement the product visioning exercise.
  • Business Model Canvas: Connect business strategies to product strategies, resulting in a comprehensive vision for the product.
  • Collaborative Games:
    • 2 Brains: Tell it & Sell It: A tool in visioning exercise to understand/ build emotional and practical connections about the product vision within the product team.
    • Elevator Pitch or Sound Bite: A slimmed-down version of the product vision focusing on the value proposition and outcome of the product. It is an excellent tool to communicate the product vision often, in any collaborative set up, to remind the user of the shared goal.
Case Study: Product Vision for Information Management - Real Estate Construction
Background
WRU is a large European enterprise, with a diverse portfolio in construction and retail. The product management office (PMO), with several rounds of involved decisions with their strategic partners, customers, and vendors, recognized a need to simplify the different construction plans and models.

Challenge
The architects, engineers, drafters, and workers all work on their own drawings. The work is not centrally managed. A product team was set up to tackle the issue of information management in real estate constructions. The newly formed product team had a variety of stakeholders including:
  • Architects,
  • Engineers,
  • Workers,
  • Software development team members,
  • PMO group representative, and
  • A newly hired Product Owner.
Sem, the new Product Owner, had experience in real estate but not in construction and the civil engineering space. A week after joining WRU, Sem was asked by the PMO and senior leaders to provide a detailed roadmap for the product for budgeting and long-term goal setting.

Action
Sem was a veteran Product Owner with experience in Product Ownership analysis. Sem understood that the product team never came together and discussed what the product was supposed to do. He knew it was going to be impossible to come up with a product roadmap without a cohesive vision of the product.

To get to this stage, Sem wanted the team to collaboratively brainstorm the real value of the product. He called a meeting of all the relevant stakeholders for a visioning exercise.

Several key points emerged about the product goals:
  • Streamlining the information flow across the team by the PMO representative was prioritized.
  • The software team wanted the latest tech stack where geophysical information (e.g., blueprints and CAD designs) can be stored as non- relational entities.
  • The architects wanted to have a single source of truth for all the designs.
  • The marketing team wanted to be able to productize this internal solution to go to B2B customers.
  • Some end-customers suggested that it should cater to lay users to visualize their properties throughout the construction stages.
Outcome
Sem was able to articulate the vision of the product to be:

"An efficient and simplified cloud product that provides a single view of the property from customer contact, designing, project management, quality management, and cost and safety information, on a single digital space for any property construction".

The group agreed on a working name for the product - "HomeQi" to represent the essence/core of construction projects.

Lessons Learned
Typically, products take shape from a variety of ideas to a shared vision as a collective effort between several stakeholders. In this case, the responsibility to craft a vision for the product is not solely on the Product Owner, nor it is always possible for a PO to have the depth of knowledge of the entire stakeholder group to envision a product. It is equally critical to name a product, (even if it is a working name), so that it gives the essence of the vision, and describes what the product is all about.
Product team members may have individual responsibilities, commonly described as:
Agile Team Role Description
Deilvery Team
Product Owner The Product Owner is accountable for the product and maximizing its value.
Delivery Team The Development Team is responsible for the delivery of the product. They decide on how the priorities, set by the Product Owner, will be executed.
Scrum Master The Scrum Master is responsible for supporting the Product Owner and the Development Team, through coaching and identifying effective ways of working.
Customers or Customer Representative(s)
  Customers and/or Customer Representatives, help in understanding the personal and impersonal needs or desires that fuel the product idea. They validate the value of a product and identify areas for improvement.
Other Stakeholders
Those impacted by the product There are numerous ways a product may impact a stakeholder, including those:
  • who invest in,
  • use,
  • depend on, or
  • are interested in the product.
Stakeholders ensure that the product is being built with cross-functional perspectives that, when combined, align with the customer and business needs.
Those providing support services Support stakeholders include those who provide support in product build/support services, (e.g., product marketing or subject matter expertise).

Collective responsibility, with shared goals, and KPIs that measure actual outcomes, provides significant benefits. For example, collective responsibility:
  • Commits to, and builds, relationships within the team,
  • Ties individual objectives to product and strategic objectives, and
  • Keeps the focus on customer value and quality.
Extended Product Team

There may be one or more stakeholders that are not as involved in the product delivery process and are contacted on an infrequent, as-needed basis. They are part of the extended product team and have no direct relation to the product. These stakeholders may not be considered as part of the team, and they may not have any accountability towards the product.

Nonetheless, their contributions are valuable and key to product success. POA Practitioners need to manage strong, ongoing working relationships with them.

See Stakeholder Analysis.

How POA Helps Collective Responsibility

Effective POA promotes and supports collective responsibility for product success. Considerations include:
  • Empowered commitment to the product vision,
  • Awareness across the team, of the strategic objective, and the value proposition, and
  • Understanding across the team of their contribution to success and the flexibility inherent with product development.

POA Techniques for Collective Responsibility

Agile Extension Techniques
  • Impact Mapping: Trace the impact of delivery activities, through stakeholders, and to organizational goals.
BABOK® Guide Techniques
  • Roles and Permissions Matrix - RACI Matrix: Highlight responsibilities of stakeholders and product team member or groups. Promote shared responsibility rather than pointing to a specific team member.
Other Techniques
  • Definition Concepts (Ready, Delivery, Done): Help build shared understanding and shared responsibility as the team works together to create desired outcomes.

Case Study: Backlog Management for Information Management - Real Estate Construction
Background
The 'HomeQi" product from WRU was envisioned to provide a single intuitive source of truth for blueprints, models, and non-graphical information about a property under construction.

Challenge
During their bi-weekly customer pulse meeting, Sem, the Product Owner, along with the PMO team, realized that they were focusing on the expert users, such as Designers and Architects, and neglecting one group of end- customers - the actual homebuyers. They reviewed the product backlog to find it bloated with expert features such as:
  • Adherence to design specs and design languages, and
  • Co-creating options and generation of technical 3D models of under- construction properties.
Features deprioritized were:
  • Simplified property views for lay users,
  • Customer sign-ups to the digital platform,
  • AR (Augmented Reality), and
  • Visualization.
Sem realized there was plenty to do to meet the original scope of MVP with only six weeks until launch.

Action
The HomeQi team consisted of seasoned agile practitioners. During the post-mortem planning, they discussed why such an oversight happened and how to ensure they did not repeat it. An open discussion was advocated. The team had a collective sense of purpose to discover the root cause and find a practical solution. The over-representation of expert stakeholders led to a skewed priority of features. Many of the expert stakeholders were internal to the organization, and that influenced the prioritization decisions.

Outcome
One of the team members with Agile experience recommended using "swarming" to slim down the backlog. She explained that the product team could work in collaboration to pick up the slack and take care of the left-out features. This idea was readily accepted as the team committed to de- risking the product before the launch.

Lessons Learned
Product success depends on the team, rather than any one person. In this scenario, the entire team had a collective responsibility towards product success derived from a deep sense of psychological safety and open communication. The entire team worked as a unit to avert challenges.
Product alignment is a continuous activity in product development. Adapting to change is innate in Agile Frameworks, increasing the potential for product success. Communication, collaboration, and planning across the product team, facilitate product alignment. Alignment may be influenced by factors including but not limited to:
  • Customers,
  • Stakeholders,
  • Organizational strategy,
  • Competition,
  • Environment, and
  • Politics.
The learn and adapt cycle keeps product alignment in check.

Within an organization's product management function, product alignment happens at the Strategy, Initiative, and Delivery Horizons. Regardless of whether it is initiated through the product management or the product ownership function, the alignment influences product planning.

On a delivery level, product planning incorporates checkpoints for product alignment. Continuous alignment of work efforts and customer value, along with transparent communication synchronizes the alignment. Product planning cycles include focused attention on:
  • Product vision
  • Product roadmap
  • Release planning
  • Iteration planning
  • Daily planning

How POA Helps with Product Alignment

The POA in the Five Product Planning cycles encompasses:
Horizons Flow.png
  • Product Vision - The team uses the vision to inspire and motivate the work of the delivery team. It may evolve through the learn and adapt cycle.
  • Product Roadmap - The team uses the product roadmap to visualize planning and track progress towards the goals associated with the vision. This transparency manages expectations and keeps the full product team informed. It also may evolve through the learn and adapt cycle.
  • Release Planning - The team's focus shifts to the Initiative and Delivery Horizon using release planning to demonstrate features that will contribute to the vision and goals. It, too, may evolve through the learn- and-adapt cycle.
  • Iteration Planning - The team focuses on the product vision by:
    • Setting aligned iteration goals,
    • Providing a ready product backlog, and
    • Being available to answer questions.
  • Daily Planning - Although it is optional for some team members to attend Daily Stand-ups, participation:
    • Keeps them informed of progress,
    • Raises awareness of obstacles and needed decisions, and
    • Demonstrates partnership and commitment to the team.
POA Techniques for Product Alignment

Agile Extension Techniques
  • Purpose Alignment Model: Assess product ideas in the context of customer and business value.
  • Story Decomposition: Represent the requirements for a solution at the appropriate level of detail, aligned to desired outcomes from a stakeholder viewpoint.

Case Study: Product Alignment for Information Management - Real Estate Construction
Background
At a congratulatory team retreat for the successful launch of HomeQi, Les, a member of the senior leadership team of WRU, discussed the five-year plan of the organization. One of the key points was that WRU had to venture into foreign markets, mainly focusing on Nordic countries, in providing construction and project management services.

That got Sem, the Product Owner, thinking.

Challenge
Planning Horizon Impacted Element Assessment of Impact
Strategic Business Goals and Product Ideas Alignment of the Product to adapt to new market opportunities.
Initiatives Vision, Business Model and Product Roadmap Product Vision remains the same, but the business model adjustment is needed:
  • Transitioning from a Software product to a SaaS product with a subscription option to avail project management and design modelling as a service.
  • Adapt to localization needs,
    • Languages (i.e., Dutch to Nordic languages, and English)
    • Templatization of architectural patterns for the specific geographies
These items were included in the larger product roadmap.
Delivery Daily Plan and Features The backlog was reprioritized with a just-in-time elaboration of some of the epics and features stemming from the above themes (e.g., inclusion of language and currency translation, API inclusion, development of billing plans for subscribers.)

The HomeQi product in its first avatar was meant for compiling all construction project data together with true-to-scale visualization. The primary purpose was the standardization of information across work teams. With the plan of geographical expansion, Sem anticipated that the product would require a realignment to the organization's goals.

Action
Sem and the product team decided to decompose this bigger problem into smaller, targetable pieces and thought of using the planning horizons. The team's approach was to:
  • Evaluate strategy horizon impact on the product vision,
  • Assess initiative horizon changes where larger themes would emerge, and
  • Translate it into small pieces of requirements.
Outcome
Summary of the product team's product alignment to WRUs goals.

Lessons Learned
The product alignment process is continuous and iterative to assess and react to the needs. The planning horizons are an excellent construct to think of how the product can adapt in the future. It allows the POA Practitioners to think top-down and decompose changes to smaller, more manageable pieces.