Category Archives: Project Management

New 2023 Agile / Product Management Online Courses from Pluralsight

I’ve completed zero Scrum Education Units (SEUs) and Professional Development Units (PDUs) courses for this cycle, so I need to start ASAP. Here are some relatively new Pluralsight courses in 2023 that looked interesting to me. Some of them are a brief 1 hour, but in the aggregate, they will chip away at your needed continuing education requirements. Some of these courses are for the novice, and some more advanced. Appreciate your feedback if you’ve taken any of these courses.

Pluralsight is a great source of online courses with excellent content beyond product and project management. It covers a wide variety of business and technology courses, and the price is reasonable. At the end of the year, they have a huge discount sale on an annual subscription. You can also try the service for free.

Product Management: Understanding the Business

Released – April 30th 2023; 2h 16m

This course will give you an understanding of business concepts that will help you navigate product strategy, discovery, design, and development while supporting a growing business.

Product Management: Stakeholder Management

Released – March 22nd 2023; 1h 26m

This course will teach you how to identify product stakeholders effectively, arrange them in priority groups, and engage with them in suitable ways.

Change Management: How to Avoid the Most Common Mistakes

Released – Feb 22nd 2023; 38m

This course will teach people leaders how to avoid common mistakes and improve their change leadership skills. Attendees will learn how to recognize and address challenges such as establishing a culture of change and managing the impact of change.

Minimizing, Navigating, and Resolving Conflict During Change

Released – Feb 26th 2023; 1h 6m

This course will teach leaders how to best minimize, navigate, and resolve conflict that comes when leading a team through change.

Influencing without Authority: Becoming an Agent of Change

Released – Jan 03, 2023; 1h 7m

Influencing without authority is the ability to influence others when you do not have direct responsibility for them. This course will teach you relevant skills to help employees assert themselves to influence positive change in their workplace.

Developing Project Schedules and Budgets

Released – Jan 03, 2023; 3h 41m

Effective project leaders bring their initiatives in on time and on budget, but that starts by creating a schedule and budget in the first place. Learn the fundamentals of project budgeting and scheduling and how they relate with one another.

Serving as a Project Leader

Released – Jan 03, 2023; 2h 10m

Organizations increasingly rely on projects to generate value, while emerging methodologies question how project work gets done. This course explores how an adaptive mindset and servant approach help project leaders succeed in any environment.

Transitioning from Agile, Iterative Project Initiatives to Production Support, DevOps

Going from dedicated project-funded efforts using Agile and Scrum methodologies, such as Sprint Planning, Backlog Refinement, Sprint Close Demos, etc., to a production support process leveraging the DevOps (Development and Operations) model requires a transition path to be successful.

People, Processes, and Technology need to shift along with this change in the Software Development Lifecycle (SDLC) mandated by management.

Commitment v. “Pulling from the Backlog” Mindset

Agile Teams Leveraging Scrum Ceremonies

At the foundation of Agile with the application of Scrum ceremonies is a commitment from the team and individuals on the team to implement User Stories within an agreed cadence, a Sprint (e.g., two weeks). The product owner and the implementation team articulate what is required to implement the story, produce a collective, relative effort estimate in the form of Story Points, and agree to complete the set of user stories within a given sprint cadence. For each user story, the “Definition of Done” is clearly articulated in the form of “Acceptance Criteria”, and this criteria is used as a guidepost for software development and quality assurance.

As an Agile, Scrum team, you may view your product backlog differently than you would in a DevOps, Development, and Operational model. Scrum teams are focused on the day-to-day work toward implementing user stories and making progress on user stories and Bugs to fulfill their commitments for the current Sprint. Scrum teams are typically focused on implementing work items or removing blockers and may discuss these activities each day during a Daily Scrum or “Daily Standup.”

DevOps – Pull from the Backlog

Unlike Scrum teams, who set up sessions to measure progress in a particular cadence, e.g., two-week sprints with Sprint Planning and Sprint Close sessions, DevOps team members pull from the backlog as their bandwidth becomes available. The [Business] Product Owner and the DevOps team may have some regular or ADHOC sessions for Backlog Grooming / Refinement to ensure the user stories are ready for implementation and prioritized appropriately.

The Product Owner and DevOps team periodically perform Backlog Refinement sessions to make sure the prioritized User Stories have all of the necessary elements to implement the user story. During these Product Backlog Refinement sessions, team members perform a relative effort estimation of each user story. How long will it take to implement the user story? Each team member may indicate how much effort they feel will be needed to implement the product backlog item (a.k.a. User Story). See articles on poker planning, a collective, relative, effort estimation process/tool that standardize how to perform these estimations.

When one of the DevOps team members has the bandwidth to take on one of the stories, they pull it off the backlog and move it to the Board for implementation. [Kanban] Boards have an agreed workflow to allow DevOps team members to move items through the agreed software development lifecycle (SDLC).

Production Critical Alerts Take Precedence

In this process, there is no commitment or agreement when the team member will finish their work on the user story, i.e., complete by Sprint Close cadence. Story Points, or Product Backlog, Size Estimation give the individual and the team an indication of how long the Product Backlog Item (PBI) might take to implement. Unfortunately, the (Development / Operations) DevOps team member’s responsibility stretches beyond “new” work from the Product Backlog. Operations duties, such as reacting to critical application monitoring alerts from the production environment, may take higher precedence.

Where Am I?!?

DevOps team members may have frequent disruptions in their work from production issues and have their heads spinning, switching back and forth from implementing PBIs to handling ADHOC issues from production applications. The Kanban board is one way to get everyone back on the same page with the changes in progress. At a glance, we can visualize the progress of implementing user stories, bugs, and associated tasks on the Kanban board.

Kanban board
Kanban board

Anatomy of a Great Kanban Board

Moving from a Scrum team to a DevOps team, you may, as an individual, be looking at the Kanban board from time to time, such as when you have bandwidth available to work on Bugs or Product Owner prioritized User Stories. The following does not assume your project team transitioned to a DevOps model or a separate DevOps team took over,

Columns Match your DevOps, SDLC Workflow

Regardless of who is doing the work, how the work is being done moving forward is essential to map out the software development lifecycle (SDLC) under DevOps constraints. The DevOps team will establish the states for each work item as they apply to the DevOps team. For example, there may not be QA team members, but there would be a testing process to verify the implementation of a Bug fix or User Story.

However, in a Scrum team going from “Dev Complete” to “Testing Complete” may require a “Release Management” phase, i.e. promoting code from DEV to TEST environments. On a Scrum team, between “Dev Complete” and “Testing Complete”, there may have been a phase to run a cursory or “smoke test” before going to “QA Approved.” This alternate DevOps SDLC process may not require a smoke test anymore due to the team’s composition. Long story short, it’s essential to get your process agreed to and implemented on the DevOps team Kanban board. Each column has a state, and the idea is to move Product Backlog Items (PBIs) from left to right and terminate at the “Closed” status.

Identifying and Removing Blockers

It’s all about keeping the momentum forward. If we cannot work on a Bug or User Story because we are Blocked for any reason, that is time wasted without progress. As a team, we should always be on the lookout for Blocking Issues that prevent our teammates or us from moving forward. Once identified, we aggressively look for ways to unblock ourselves or our teammates. The Kanban Board typically has a “Blocked” status column, so it’s very visible to the team once the PBI is indicated to be Blocked. Of course, the “Blocked” identification and remediation process is not limited to DevOps or Scrum teams.

The HOV Lane for Critical Production Issues

In some cases, changes to production code or configuration need to be dealt with by the DevOps team. These production issues that require “priority treatment”, e.g. Severity = Critical, may go in a “swimlane” on the Kanban board, which clearly articulates these Product Backlog Items (PBIs) are the top priority for the team (see figure above).

Definition of Done – Acceptance Criteria

As in Scrum ceremonies, the “Definition of Done” should be clearly articulated in the PBIs (i.e. user stories and Bugs). Sometimes the Definition of Done fits well in the “Acceptance Criteria” field of the PBI, i.e. these are the following things that need to appear in the code or surface on the UI to be accepted as “Closed” or “Done”.

Work in Progress (WIP) Limits

On some teams, there is a concern about “workflow blockage” at any given state in the SDLC process. For example, there could be 20 PBIs in the “In Progress” state for three DevOps team members. This could be identified as excessive and trying to do too much simultaneously. It also may contribute to confusion on the current state of any given work item. Some Kanban Board tools allow you to apply WIP limits so you cannot add more work items to a given status on the board. It also could be done using a standard paper Kanban board.

Product Documentation

If two separate teams are transitioning the work, documentation may be vital in the successful transition and ongoing product maintenance. Many agile teams are lighter on documentation and trust the product speaks for itself. Best case, user stories have been created that cover the team producing/updating a functional specification doc and a wireframe collection. The most probable situation is we have a pristine set of Features and associated User Stories. Each of the User Stories clearly articulates a description and, most importantly, “Acceptance Criteria.” that may be used for the development and validation of the functionality of the system. User Stories can be derived for knowledge transfer documentation.

Always Room to Improve – Retrospective

Although a Retrospective session is typically attributed to a Scrum ceremony, you don’t have to be engaged in Scrum activities to perform a retrospective. Depending upon the DevOps Team composition, it could be a collective, grassroots suggestion, or the team DevOps manager can recommend and facilitate the session. It would be better if a team peer fulfills the role of facilitator, and some retrospective tools allow anonymous feedback.

Good luck on your journey, and if you have any questions, please reach out.

Recipe for Optimization: Waterfall, Agile, and Scrum

Many firms try to graduate from Waterfall to Agile without completing the journey. The team may be embedded in an organization with strong ties by leadership to the traditional project plans with milestones. How can three schools of thought coalesce into an SDLC where all sides (mostly) buy into the resulting process?

The challenge with integrating new tools and process updates is to make sure there are no gaps in the new, incremental process. The more changes in people, processes, and technology, the greater the need to independently assess the target state SDLC.

Capability Maturity Model (CMM)

The Capability Maturity Model (CMM) is a development model created in 1986 after a study of data collected from organizations that contracted with the U.S. Department of Defense, who funded the research. The term “maturity” relates to the degree of formality and optimization of processes, from ad hoc practices, to formally defined steps, to managed result metrics, to active optimization of the processes.

The model’s aim is to improve existing software development processes, but it can also be applied to other processes.

Capability Maturity Model (CMM) Wikipedia

Tools Help Shape and Reinforce Product Life Cycle

Process Requirements: Epics, Features, and User Stories

From a top-down perspective, a discrete hierarchy of requirement elements helps logically organize the product requirements and so much more. An Epic is the highest level of requirements definition, which is a Theme of Features bundled together, e.g., for a major release. Features are the “next level” requirements definition and are associated with Epics as children. User Stories are the detailed level requirements and are usually formulated in the form of a narrative. Similar to use cases, there are personas or actors that operate on the product/system and design the implementation of a Feature. Successfully defined user stories have “Acceptance Criteria” for which the QA and/or Product Owner declares the User Story has been implemented according to spec.

Tools for Manging Requirements Implementation

Many SDLC requirements management products, such as Microsoft Azure DevOps and Atlassian JIRA, allow you to define a product backlog of Features and User Stories to be implemented by an implementation team. In addition, the QA implementation team members can create test coverage, i.e., associating Test Cases to each of the User Stories to be executed once (or in parallel to) the user story state has entered some form of “Test Ready” state. Finally, the implementation team may create Tasks as children to a User Story to help granularly track the implementation, such as Database Tasks, UI Tasks, or Interface Tasks.

Agile Manifesto on Documenting Requirements

The Agile Manifesto reinforces the “right” amount of documentation:

Working software over comprehensive documentation

That is, while there is value in the item on the right, we value the items on the left more.

The Agile Manifesto

Classically, in Waterfall SDLC, we await completed documentation such as the finalized Business Requirements document and technical specifications. Leveraging an Agile approach, a Sprint can incorporate incremental business requirements definition and iterate with evolving documentation. In addition, User Stories dictate the requirement in a practical way, where we can see the Persona travel through the User Story, ultimately meeting the “Acceptance Criteria”

There’s Nothing like a Good Gantt Chart

Visual timelines for tasks and milestones, showing dependencies between tasks and predecessor definitions dynamically push dependent work items. Typically, classic waterfall maps out milestones “going beyond the near-term.” Agile may look toward the delivery of one or two sprints ahead, sprints varying in time between one to six weeks each. In some instances applying SAFe, Scaled Agile Framework may instantiate a Product Increment [Sprint], which attempts to plan 8 + weeks ahead.

There are several ways to overlay classic Gantt chart visuals over the product backlog delivery timeframes. Depending on the toolset you use, such as Microsoft Azure DevOps and Atlassian JIRA, these visuals may be provided “out of the box” or leveraging 3rd party extensions, or even exporting the product backlog data to be reported using a 3rd party tool such as Microsoft Power BI.

Burndown Delivers Value

Neophytes to Agile will not be initially exposed to Burndown Charts. Scrum masters, akin to project managers, attempt to measure the health of initiatives using Key Performance Indicators (KPIs) and, in the case of Agile and Scrum, leverage sprints, story points, and average sprint velocity.

Burndown Release Chart
Burndown Release Chart
  • Story Points Remaining” – All of the user stories contain “Story Points.” Story points are derived from collective, relative effort estimations. Each person on the team guesses the size of each story based on other stories previously estimated. Implementation team members use a consistent scale for estimations, such as the Fibonacci Sequence. All implementation team members estimate each story and speak their answers at the same time. Then a consensus is achieved for a given story. Story Points Remaining is an aggregate of points for a defined major/minor release.
  • Items Not Estimated” – are stories in the “initiative” product backlog that have not yet been estimated. This number can skew the overall burndown estimated completion date/sprint by inflating the number of points still remaining. but are currently unknown. i.e., “Projected Completion” will not be accurate.
  • Total Scope” – is the total number of story points for the “initiative” regardless of user story completion status. There may be an upward tick of Total Scope, as we are agile and are able to accommodate for changes or increases in scope. over the course of the initiative.
  • Remaining” is the bar chart that shows a downward trend in the remaining scope for the initiative. The remaining may also have an uptick in user stories as we see “Items Not Estimated” become estimated.
  • Burndown” should be a downward trend, and based on the tool that derives this graph, it may predict the projected completion of the initiative based on several factors, including average total velocity per sprint.

Daily Scrum v. Daily Status – Removing Blockers

Daily, Weekly, and Biweekly status update sessions with the implementation team are no match for Daily Scrum sessions, which primarily focus on Blockers. Blockers may be Issues that impede progress for the implementation of User Stories. We all focus on unblocking team members so they can implement stories and we can earn Story Points.

Collective, Relative, Effort Estimations

The classic developer SWAG for effort estimations is “two weeks.” None of which may have any basis upon reality. Performing relative effort estimations allows the team to apply a reproducible methodology. We compare the size of a change relative to other changes we have made to the system. Any scale will do so long as you consistently apply the method. For example, you can use tee shirt sizes, Extra Small (XS), Small (S), Medium (M), Large (L), or Extra Large (XL).

Some teams use a sequence of numbers. One most notably used is the Fibonacci Sequence: 1, 2, 3, 5, 8, 13, 21, 34, and so on forever. with many of my teams, we use 1,3,5,8,13, and 20, a “modified” Fibonacci Sequence for 3-week sprints. If using user stories as the team’s discrete unit of requirements to implement., each story can have “Story Points,” and these points are populated using the Fibonacci Sequence. Your team can equate

  • 1- one day or less; ideal for a small change or spike
  • 3 – three days or less for change to implement
  • 5 – one business week
  • 8 – Week and 1/2
  • 13 – 2 weeks
  • 20 – 3 weeks

When deriving “Story Points,” the implementation team must agree that story points are inclusive of system integration testing.

Perception – Stakeholder Point of View

Stakeholders want to have a holistic review of the project/product health. Actually, that is just some stakeholders. Other stakeholders may just want to know how many open Bugs currently exist with the severity of one. The Scrum Master can develop dynamic reports and dashboards for whoever wants a peek into the product/project health in Azure DevOps and other tools.

Charts help communicate a message and help shape our point of view. Different project stakeholders have different needs of perspectives. Both Agile principles and Waterfall methodologies inspired visual mediums that reflect the Key Performance Indicators (KPIs) of a project or product evolution.

Agile, what have you done for me lately?

At the end of each sprint, during the Scrum, Sprint Close ceremony, the implementation team members demonstrate/discuss each of their completed user stories. The Product Owner (PO) accepts or reopens the user story based upon the Acceptance Criteria being met. Each user story that is accepted by the Product Owner has Story Points associated with it. All the accepted user stories “earn” story points for the team, and the points are accumulated for each sprint which is the velocity of the team for each sprint.

There are lots of ways the Sprint Close can go “Pear Shaped”.

  • “Acceptance Criteria” was not as detailed as required; the user story results were not entirely what was as expected by the Product Owner.
  • The implementation team took on too many stories and were not able to start/complete the projected stories for the sprint.
  • By failing to deliver on the Sprint “Open/Planning” committed Story Points, the average velocity of the team’s sprint may likely go down.

As a team, make sure you are prepared for the Sprint Close by performing Product Backlog Refinement days before to confirm things like “Acceptance Criteria” verbiage with the implementation team and the Product Owner. Work in Progress or WIP limits could help the team focus on their bandwidth and apply constraints to how many user stories the team can work on at one time, thus minimizing over-promising the Product Owner.

Waterfall Gates Persist

  • User Acceptance Testing – The business team(s) insisted they validate anything before it goes into the production environment.
  • Approvals from Internal Teams – conformity to organization architecture standards, for example, must be approved when changes in target state architecture changes are proposed.

Questions and Comments Appreciated

Please let me know if I missed any other Agile, Scrum, and Waterfall areas that can cohabitate/coalesce into cohesive SDLC.

Tools of the Trade

2nd Edition – July 2021

Project Managers, Scrum Masters and Agents of Change

If you’re working on any type of project as a Project Manager, Scrum Master, or are part of any change management process, these tools should be in your technology toolkit. Over the years I’ve adopted the tools listed here. Some of these products were already part of the corporate environment, so I was required to use them, sometimes to my chagrin. In other corporate environments, I had the freedom to identify, select, and adopt one or more of these tools for teams I led. I hope this article introduces you to the next tool in your toolkit.

Project and Product Management Tools

Regardless of project implementation methodologies, as an agent of change, tracking requests for change, and approved changes for implementation should be quantified for effort and costs associated with the changes. Categorizing, classifying, prioritizing changes are all possible if changes are captured, tracked and opportunities compared.

Project and Product Management Tools
Project and Product Management Tools

Automation / Workflow

Project management automation? You bet!

Automation/Workflow
Automation/Workflow

Collaboration

Anyone not interested in a collaborative environment for dynamic projects doesn’t know the statement “Share the Blame, Pass the Credit.”

Collaboration
Collaboration

Communication

“There are no words to express…” so say it in a beautiful, graphical presentation that will get your message across.

Communication
Communication

Documentation

Meeting Minutes, Standard Operating Procedures (SOP), Functional Specifications, random notes, images of error messages, etc.

Documentation
Documentation

Financials / Project Reporting

I once had to track a project “THIS BIG“, and it came with a few accountants in tow.

Financials / Project Reporting
Financials / Project Reporting

Download a PDF of the Project Manager / Scrum Master Toolkit

Products in Use Today, and Additional Tools

This list is to highlight the most recent tools I’ve used “in the field”.  Just because I’ve omitted a product or service, it doesn’t mean I don’t advocate their use.  Please see the archive file below on additional tools I’ve used prior to my most recent engagements.

Last Published PM/SM Toolkit from 2017 ( Archive for Reference)

Want to Have Your Product Evaluated?

If you’re interested in a product review of your software targeting Project Managers or Scrum Masters, please contact me with your product information, and I will follow up.

Delineation of Work Items, Segregated by Tech Stack

Building any multitiered solution is not just creating a User Interface to render the data, there is most likely a service tier that fetches data from a database, and serves that data up to the UI to then be rendered. How do you derive work items in your product backlog? One User Story, and multiple child tasks, one task per tech stack tier, UI, service tier, and database? Or three user stories, one per tech stack tier?

User Stories Defined, Per Tech Stack Tier

There are clear advantages of representing most work items with User Stories such as deriving story points, determining team average velocity, and a more accurate burndown chart depicting a downward trending scope and implementation of user stories.

Using child Tasks of user stories may obfuscate the total work required to implementation of the solution unless baked into the parent story points. Tasks are typically tracked in terms of hours, and separately user story points are calculated/derived from a collective, relative effort estimation, e.g. Fibonacci sequence; 1,3,5,8,13,20…, and many teams may overlay this scale to fit their sprint duration.

Feature and Story Planning – At a Glance

In order to organize each feature, and correlated user stories, teams may use a prefix in the title of the user stories, such as [UI] or [DB]. At a glance, a product owner, or the implementation team can see if all the required stories for a given feature have all the elements required to implement the feature. For example, if a new report needs to be created, multiple stories must contain [UI], [API], and [DB] stories.

Drawbacks – Accepting a User Story as Complete

If you segment your product backlog user stories based on tech stack, you may need to wait until all related stories, UI, API, and DB have been implemented. For example, If your API and DB stories are developed, and not the User Interface (UI), you’re QA/Testing may not start until the UI story has been deployed. Of course, your tester could test the API using testing tools like SoapUI.

Azure DevOps 6 “Most Wanted” Features

Integration of SharePoint into Azure DevOps and Toss the Current Wiki

JIRA and Confluence a powerful combination. Microsoft should ditch the Wiki integrated into the Overview module, and use SharePoint (lite) instead. Put your best foot forward!

Backlog “Feature Timeline” Filtering

As I’ve mentioned in prior posts, the add on “Feature Timeline” by Microsoft is a fantastic bridge between Agile and Waterfall, displaying a Feature [i.e. Milestone] timeline. Expand upon this module with additional capabilities, such as filtering Features by Tags.

Microsoft Teams Chat mentions in Azure DevOps (ADO) Product Activity Feeds

I like trolling the Activity Feed on my Dashboard as much as the next person. Let’s add some external, yet related data sources, such as Microsoft Team Chats directly correlated ADO Team == Microsoft Team. Is that a setting, linking MS Azure DevOps Team to Microsoft Team? Should be…

Auto-generation of Release Notes After Each Build from Repos into the Azure DevOps Wiki

  • Similar to Java Doc, in line code comments roll up into C# Function doc
  • Commits Required to Specify Correlated Work Item IDs
  • Dynamic Wiki Page creation for each build, including release notes, unit test suite execution results

Ability to Create Azure DevOps Wiki pages from within Power Automate (i.e. MS Flow)

Shared Queries Segregated by Teams within the Project

Teams each have their own view of relevant Team information such as Dashboards per team

Runner Up Features

  1. Need the ability to re-name Azure DevOps Dashboards
  2. Need the ability to Clone Dashboards
  3. Product / Project / Portfolio Level Capacity Planning – 3rd party integration, OnePlan handles this requirement

The Power of Collective Consensus for Story Point Effort Estimations

Blind Concurrent Flip

The bartering of effort estimations between a team of 5 or more is really cool to witness and even further awesome to negotiate the consensus process. Not quite the process of the US Congress, but still attempting those on the periphery, extreme right or left of the bell curve of outliers to move toward the consensus. Discuss and draw near the point of consensus under which individuals discover their own need for resolution under grounds of somewhat tangible to their position of an item so complex gives one hope for a grander purpose.

A synonymous flip of the cards leading to the reveal moment is humbling when a team, after several rounds of dissonance, start into a pattern yielding the voting of a collective cohesion. Why do we start voting along a mutual agreement without the need for cohesion?

Can I Convince You to..

What if Chris Wallace facilitated a Planning Poker exercise between the two presidential candidates instead of a debate, driving consensus between the two presidential hopefuls?

Best Kept Secret of Azure DevOps by Microsoft – Feature and Epic Roadmap

One of the first hurdles to get over when working with a manager who is accustomed to working with Waterfall projects:

Show me our milestones for this project, and when are theses project artifacts to be delivered? Is there a timeline that articulates our deliverables? I want to know when I should get engaged in the project, such as when milestone delivery dates’ slip, and we need to revisit or rebaseline our projected delivery timetable.

Going through the agile transformation on the team level, invoking the Agile Values empowers the team to “Respond to Change”, which may deviate from our initially targeted “milestones”. Not only the timetable may shift, but the milestone, and what it represents may significantly change, and that’s OK with an Agile team. Product stakeholders outside the team may not be adaptive to changes in deliverables. “Outside” stakeholders may not be engaged in the cadence of Scrum ceremonies.

Four Agile Values
Four Agile Values

When working with Agile toolsets like JIRA, and Azure DevOps, a Gantt chart does not traditionally come to mind. We think of a product backlog and user story commitments to the current, and next sprint(s). Maybe we are targeting several sprints of work transparency, such as leveraged with SAFe, and Planning (IP) Iteration. We’re still not seeing the visuals in the “traditional” style from Waterfall efforts.

Azure DevOps Provides the Necessary Visuals

So, how do we keep our “outside” product Stakeholders engaged in the product life cycle without inviting them to all Scrum ceremonies? We don’t have Gantt charts, but we do have “Feature timeline and Epic Roadmap” as a plugin to Azure DevOps through the Microsoft Marketplace, for FREE by Microsoft DevLabs. To me, this functionality should be “out of the box”, but apparently this was not the case. I had to have the need/pain in order for me to do research to find this plugin and install it in our enterprise environment. Why would Microsoft disassociate itself with this plugin to some small degree? I can only hypothesize, like the man in the grassy knoll. Regardless of why, “It’s in there, ready for you to install

Articulate Epics, Features, and User Stories

1. Populate the Product Backlog with Features and Epics

Using Azure DevOps, during the initial phase of the effort, Sprint 0, work with your Product Owner to catalog the Features you are looking to deliver within your product evolution, i.e. Project. Each of these features should roll up into Epics, also commonly called Themes. Epics are the highest level of articulation of delivery.

2. Define User Stories, and Attribute them to Features

Working with the Product Owner, and the implementation team, create User Stories in the Product backlog which will help the team to implement the Feature set. Make sure to correlate each of the User Stories to the Features defined in your Product Backlog. User Story, effort estimations would also be helpful to determine “how big”, i.e. how many sprints it will take to implement the feature.

3. Plan Feature Delivery Within / Across Sprints

Within Azure DevOps, Boards –> Backlogs, Team Backlog, and select “Feature Timeline”. From there, you are able to drop, drag, and define the periods of Feature delivery.

  • All Sprints are displayed as Columns horizontally across the top of the chart. There is an indicator of the current sprint.
  • On the left side are Epics, and the rows REPRESENT Features within the Epics.
  • Select the box, “Plan Features”, and a column of unplanned Features will appear to the right of the screen.
Feature Timeline - Plan Features Step 0
Feature Timeline – Plan Features Step 0
  • Drop and Drag a Feature from the list of unplanned Features into one of the defined Sprints. Deselect “Plan Features”, and then select the “Info” icon on the planned Feature. A Feature dialog box will appear to the user with all of the User Stories associated with the Feature.
  • User can drop and drag User Stories from the “Backlog” column to any of the Sprint buckets.
  • Finally, the user should define the Start Iteration and End Iteration for each feature, showing how Features span multiple sprints and an estimation of when the Feature work will conclude.
Feature Planning - Feature, User Story, Sprint Planning
Feature Planning – Feature, User Story, Sprint Planning
  • Note, although Features may span multiple sprints, User Stories cannot within this Feature planning view of Azure DevOps. The approach of a single user story fitting into a single sprint makes sense as implemented in the “Agile Mindset”.

The Final Product – Epic and Feature Roadmap

Epic and Feature Roadmap
Epic and Feature Roadmap

Drawback

Although this view is immensely valuable to articulate to ALL stakeholders at both a high and low-level, Epic, Feature to the User Story, there is no Print capability, just as annoying as trying to print out Gantt charts.

Alternatives

Microsoft 365 Project offers the capability of building Roadmaps and Timeline (Gantt) views. From Microsoft Project 365, the user connects to the Azure DevOps server in order to import all of the User Stories desired to track. At first glance, the user would be tracking Azure DevOps, User Stories, which, in my opinion, should be done at the Feature level, one layer of abstraction for business communication.

MS Project Roadmap
MS Project Roadmap

The other aspect of MS 365 Project, is the cost, three tiers, and if you want to use the Roadmap capability, it’s $30 per user/month. Here’s a video blog, 4-minute video that shows how to get started.