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The Agile Guide to Business Analysis and Planning: From Strategic Plan to Continuous Value Delivery
Cover Page
About This eBook
Half Title Page
Title Page
Copyright Page
Dedication Page
Contents
Foreword
Preface
Why I Wrote This Book
State-of-the-Art Guidance across Agile Frameworks
What Makes This Book Unique?
Why Agile Analysis and Planning Is Important for the Enterprise
Who Should Read This Book
How This Book Works
Repeating Book Features
Introducing the BLInK Case Study
Certification Information
Thanks
About the Author
Chapter 1. The Art of Agile Analysis and Planning
1.1 Objectives
1.2 On Art and Agile Analysis
1.3 I Work for a Mainstream Company! What’s This Got to Do with Me?
1.4 Story 1: It’s Not My Problem
1.5 Story 2: The Cantankerous Customer
1.6 Chapter Summary
1.7 What’s Next?
Chapter 2. Agile Analysis and Planning: The Value Proposition
2.1 Objectives
2.2 What Is Agile Analysis and Planning?
2.3 Who Is a Business Analyst?
2.4 Why Agile Analysis and Planning?
2.5 The Parallel Histories of Agile and Business Analysis
2.6 Two Diagnoses for the Same Problem
2.7 The Business Analysis Diagnosis
2.8 The Business Analysis Track Record
2.9 The Agile Diagnosis
2.10 The Agile Track Record
2.11 Why Agile Teams Should Include an Effective BA Competency
2.12 Chapter Summary
2.13 What’s Next?
Chapter 3. Fundamentals of Agile Analysis and Planning
3.1 Objectives
3.2 What the Agile Manifesto Means for Business Analysis
3.3 What the Twelve Principles Mean for Business Analysis
3.4 Practices, Standards, and Frameworks
3.5 Overview of Agile Roles and the Business Analyst
3.6 Soft Skills of the Agile Business Analyst
3.7 13 Key Practices of Agile Analysis and How They Differ from Waterfall
3.8 Agile Business Analysis Rules of Thumb
3.9 Chapter Summary
3.10 What’s Next?
Chapter 4. Analysis and Planning Activities across the Agile Development Lifecycle
4.1 Objectives
4.2 Overview of the Agile Analysis and Planning Map
4.3 The Zones
4.4 The Lanes
4.5 A Story in Three Acts
4.6 Act 1: The Short Lane
4.7 Act 2: The Long Lane
4.8 Act 3: The Grand Lane
4.9 Chapter Summary
4.10 What’s Next?
Chapter 5. Preparing the Organization
5.1 Objectives
5.2 This Chapter on the Map
5.3 What Is Initiation and Planning?
5.4 How Long Should You Spend Up Front on Initiation and Planning?
5.5 The Purpose Alignment Model
5.6 Preparing the Infrastructure
5.7 Organizing Development Teams
5.8 Managing Stakeholder Expectations about Agile Development
5.9 Preparing the Customer–Developer Relationship
5.10 Agile Financial Planning
5.11 Preparing the Marketing and Distribution Teams
5.12 Preparing Channels and Supply Chains
5.13 Preparing Governance and Compliance
5.14 Preparing for Increased Demand on Resources
5.15 Preparing an Enterprise for Agile Development
5.16 Determine Organizational Readiness
5.17 Chapter Summary
5.18 What’s Next?
Chapter 6. Preparing the Process
6.1 Objectives
6.2 This Chapter on the Map
6.3 Process Preparation
6.4 Tailoring the Agile Practice to the Context
6.5 Tuning the Process
6.6 Optimizing the Process Using Value Stream Mapping
6.7 Determining Process Readiness
6.8 Chapter Summary
6.9 What’s Next?
Chapter 7. Visioning
7.1 Objectives
7.2 This Chapter on the Map
7.3 Overview of Product Visioning and Epic Preparation
7.4 Root-Cause Analysis
7.5 Specifying a Product or Epic
7.6 The Problem or Opportunity Statement
7.7 The Product Portrait
7.8 Crafting the Product and Epic Vision Statements
7.9 Stakeholder Analysis and Engagement
7.10 Analyzing Goals and Objectives
7.11 Analyze Leap of Faith Hypotheses
7.12 Chapter Summary
7.13 What’s Next?
Chapter 8. Seeding the Backlog—Discovering and Grading Features
8.1 Objectives
8.2 This Chapter on the Map
8.3 Overview: Seeding the Backlog
8.4 Circumstance-Based Market Segmentation for Feature Discovery
8.5 Other Ways to Discover Initial Features
8.6 Feature Independence
8.7 Using the Role-Feature-Reason Template to Represent Epics and Features
8.8 Specifying Emergent Features
8.9 Physical Representation of Features
8.10 Feature Attributes
8.11 Determining Customer and User Value with Kano Analysis
8.12 Sequencing Epics and Features in the Backlog
8.13 Writing Feature Acceptance Criteria
8.14 Analyzing Nonfunctional Requirements and Constraints
8.15 Chapter Summary
8.16 What’s Next?
Chapter 9. Long-Term Agile Planning
9.1 Objectives
9.2 This Chapter on the Map
9.3 Overview of Long-Term Planning, Epic Planning, and MVP
9.4 The Full-Potential Plan
9.5 Using MVPs to Validate the Assumptions behind the Plan
9.6 Capabilities for Effective MVP Implementation
9.7 Overview of the Product Roadmap
9.8 Planning the Interim Periods
9.9 Using the Product Roadmap for Shorter Planning Horizons
9.10 Chapter Summary
9.11 What’s Next?
Chapter 10. Quarterly and Feature Preparation
10.1 Objectives
10.2 This Chapter on the Map
10.3 Overview of Features
10.4 Benefits of Feature Preparation
10.5 Feature Preparation Activities
10.6 Timing of Feature Preparation
10.7 Assessing Readiness
10.8 Accounting for Preparation Work: Tasks and Spikes
10.9 Specifying Features and Their Acceptance Criteria
10.10 Context Analysis
10.11 Stakeholder Analysis
10.12 Persona Analysis
10.13 Overview of Journey, Process, and Value Stream Maps
10.14 Journey Mapping
10.15 Value Stream Mapping
10.16 Business Process Modeling
10.17 Use-Case Modeling
10.18 User-Role Modeling Workshops
10.19 Review the Architecture
10.20 Chapter Summary
10.21 What’s Next?
Chapter 11. Quarterly and Feature Planning
11.1 Objectives
11.2 This Chapter on the Map
11.3 Overview of Quarterly Planning
11.4 Overview of Flow-Based Feature Planning
11.5 When Is Planning at This Level Advised and Not Advised?
11.6 When to Use Quarterly Planning versus Flow-Based Feature Planning
11.7 How to Conduct Quarterly Planning with Agility
11.8 XP’s Planning Game Guidelines
11.9 Quarterly Planning: Timing Considerations
11.10 Preparing for the Planning Event
11.11 Planning Topics (Agenda)
11.12 Reviewing the Quarterly Plan, Once the Quarter Is Underway
11.13 Chapter Summary
11.14 What’s Next?
Chapter 12. MVPs and Story Maps
12.1 Objectives
12.2 This Chapter on the Map
12.3 MVPs and Story Mapping: How the Tools Complement Each Other
12.4 MVP Planning
12.5 Story Mapping
12.6 Chapter Summary
12.7 What’s Next?
Chapter 13. Story Preparation
13.1 Objectives
13.2 This Chapter on the Map
13.3 Overview of Story Preparation
13.4 Story Fundamentals
13.5 The Three Cs of Stories
13.6 Who Is Responsible for User Stories?
13.7 Physical versus Electronic Stories
13.8 Specifying Values for Story Attributes
13.9 Writing the Story Description
13.10 Specifying Story Acceptance Criteria
13.11 Stories That Aren’t User Stories
13.12 Guidelines for Writing High-Quality Stories
13.13 Patterns for Splitting Stories
13.14 Analyzing Business Rules and AC with Decision Tables
13.15 Chapter Summary
13.16 What’s Next?
Chapter 14. Iteration and Story Planning
14.1 Objectives
14.2 This Chapter on the Map
14.3 Overview of Iteration and Story Planning
14.4 Attendees
14.5 Duration
14.6 Inputs for Iteration Planning
14.7 Deliverables of Iteration Planning
14.8 Planning Rules
14.9 Part 1: Forecast What Will Be Accomplished
14.10 Part 2: Plan the Implementation
14.11 Setting Up the Kanban Board
14.12 Scaling Iteration Planning
14.13 Feature Preview Meeting
14.14 Chapter Summary
14.15 What’s Next?
Chapter 15. Rolling Analysis and Preparation—Day-to-Day Activities
15.1 Objectives
15.2 This Chapter on the Map
15.3 Overview of Rolling Analysis
15.4 Updating Task Progress
15.5 Triad Guideline
15.6 Actions That May Be Taken against a Developer Task
15.7 Monitoring Progress
15.8 Story Testing and Inspection (Analyze-Code-Build-Test)
15.9 Managing Scope Change during the Iteration
15.10 Updating Business Analysis Documentation
15.11 Ongoing Analysis of Upcoming Epics, Features, and Stories
15.12 Accounting for Progress at the End of the Iteration
15.13 The Iteration Review
15.14 The Iteration Retrospective
15.15 Chapter Summary
15.16 What’s Next?
Chapter 16. Releasing the Product
16.1 Objectives
16.2 This Chapter on the Map
16.3 Getting Stories to Done
16.4 Releasing to the Market: Timing Considerations
16.5 Staging the Release
16.6 Quarterly (Release) Retrospective
16.7 Pivot-or-Persevere Meeting
16.8 Chapter Summary
16.9 What’s Next?
Chapter 17. Scaling Agility
17.1 Objectives
17.2 This Chapter on the Map
17.3 Why Do We Need a Scaled Agile Approach?
17.4 Planning: Choosing an Approach That Supports Inter-team Collaboration
17.5 Continuous Delivery: Delivering Software Continuously, Safely, and Sustainably at Scale
17.6 Scaled Agile Culture: Creating a Culture That Supports Innovation at Scale
17.7 Scaling the Backlog
17.8 Scaling the Agile Organization
17.9 Scaling the Agile Process
17.10 Agile Requirements Management Software Tools
17.11 Lightweight Tools for Supporting Inter-team Collaboration
17.12 Potential Issues and Challenges in Scaling Agility
17.13 Chapter Summary
17.14 What’s Next?
Chapter 18. Achieving Enterprise Agility
18.1 Objectives
18.2 This Chapter on the Map
18.3 Overview of Enterprise Agility
18.4 Foundational Practices
18.5 Overview of the Agile Process for Developing Innovative Products
18.6 Agile Corporate Culture
18.7 Overview of Principles and Practices for an Agile Corporate Culture
18.8 Three Principles for Applying Agile Practices
18.9 The Thirteen Practices for an Agile Corporate Culture
18.10 Agile Financial Planning
18.11 Chapter Summary
Appendix A. Additional Resources and Checklists
A.1 Mapping of Book Chapters to IIBA and PMI Guides
A.2 Rules of Thumb in Agile Analysis and Planning
A.3 Facilitation Tips
A.4 Visioning Checklist
A.5 Stakeholder Checklist
A.6 NFRs and Constraints Checklist
A.7 Readiness Checklist for Quarterly Planning
A.8 Checklist of Invitees for Quarterly Planning
A.9 Checklist of Quarterly and Feature Planning Inputs
A.10 Checklist of Quarterly and Feature Planning Deliverables
A.11 Checklist of Quarterly (Release) Retrospective Questions
A.12 Checklist of Invitees for Scaled Quarterly and Feature Planning
A.13 Overview of Agile Requirements Management Tools
Appendix B. Discovery-Driven Planning Case Study: BestBots
B.1 Background: BestBots Case Study
B.2 Initial Market Analysis
B.3 Determine Constraints (Required Outcomes)
B.4 Create Draft of Reverse Income Statement
B.5 Create Pro Forma Operations Specifications
B.6 Create Assumptions Checklist
B.7 Revise Reverse Income Statement
B.8 Create Milestone Planning Chart
Bibliography
Index
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