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IDX Innovation Design Experience
LexisNexis
November 2016
SAFe Framework and UXKaren Ballinger | UX Operations Manager, SPC4
Goals for This Meetup• Understand SAFe and its resonance with UX
– SAFe foundations– Consider yourself an strategic advisor to the Product team– Intentional vs emergent design– UX designers and researchers are in the Solution Intent space, spanning
strategy and tactical delivery, we don’t develop code– Interpret SAFe definitions in a UX way
• Workshop– Write epics– Write features– Estimate effort using normalized story points– Prioritize work using Weighted Shortest Job First (WSJF)
• Have fun with the Disney scenario• Sum up and Retrospective
Out of Scope to Discuss
• Scrum 101• PI planning –
– Purpose– Pre-planning– Inputs, outputs – The session, what happens – Post-planning
• Stories – how to write them
We thought we’d be designing and developing like this:
But sometimes it feels like this:
http://www.scaledagileframework.com/
LEADERSHIP
Res
pect
for
peop
le a
nd c
ultu
re
Flow
Inno
vatio
n
Rel
entle
ssim
prov
emen
t VALUE
House of Lean
Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
Agile Manifesto
Value in the sustainably shortest lead time
Lean-Agile Mindset
IDX Innovation Design Experience
House of LEAN – “The goal is to deliver the maximum customer value in the sustainably shortest lead time, while providing highest possible quality.”• WHY are we doing this?• Who are your customers?
– Know them well– Group by segment, by role, by need, by age– Create top 5-9 high level personas
• How are the personas different from each other?• How are these roles changing?• Why do the customers come to your product?
What are their goals? What are they trying to accomplish?
• What problems do they have? – Impediments, frustrations? Opportunities?– Is this potentially a competitive differentiator?
• Which of the customers will see the value?• Which customers are you trying to target in the
next year for maximum business and customer value?
Customer Value in Portfolio/Discover Tier
SAFe Lean-Agile Principles
#1 - Take an economic view
#2 - Apply systems thinking
#3 - Assume variability; preserve options
#4 - Build incrementally with fast, integrated learning cycles
#5 - Base milestones on objective evaluation of working systems
#6 - Visualize and limit WIP, reduce batch sizes, and manage queue lengths
#7 - Apply cadence, synchronize with cross-domain planning
#8 - Unlock the intrinsic motivation of knowledge workers
#9 - Decentralize decision-making
SAFe Core Values
IDX Innovation Design Experience
UX “Double-diamond”
IDX Innovation Design Experience
Discover
Define
Design
Deliver
• Portfolio = Discover• Value Stream = Define• Program = UX Design• Team = Deliver
SAFe Framework & Double Diamond
IDX Innovation Design Experience
The Purpose of Each Tier
Portfolio:• Organize the organization
around flow of value* • Determine strategic
themes*, governance, and budgets
• Determine value streams* and business epics*
Program:• Organize by teams of agile
teams (trains)• Refine and deliver features*
that help accomplish the vision and roadmap
• Coordinate interdependencies
*SAFe definitions
Value Stream:• Organize large, mission-
critical, complex solutions into release trains*
• Define the vision, roadmap, capabilities*, release milestones, etc.
• Inspect, demo and adapt at the solution level
• Provide context to the trains
Team:• Define, build, test and
release user stories* from the backlog
Workshop: Disney Dayton
Vision, Theme, Value Stream
Epics
Runway and Shared Services
Disney Roadmap
Create One Epic StatementForward-looking Position Statement – High income home
For High-income Disney-loving home owners
Who Are looking for a smart, eco-friendly, and fun home in Dayton
The Disney Community High-income Home
Is a High-broadband, LEEDs-certified, 5-bedroom 4-bathroom home with smart appliances
That Reduces footprint, reduces utility costs, and allows homeowners to virtually connect to all appliances and electronics which eases work-life balance
Unlike Other Dayton homes
Our Homes Are future-minded with a touch of whimsy
ScopeSuccess Criteria •
• In scope
Out of scope
Non-functional Requirements
Create 5-10 Features with BenefitsFeature Benefits
Basement/foundation Storage, Extra living space, Tornado spaceMan cave/Woman cave, Child playroom
Bedroom 1 - 4 Sleeping and relaxing location, clothing storage
Office (Bedroom 5) Hi-broadband connection, working space
Kitchen Smart appliances, food prep and cooking
Cleanup and food storage
Living room Entertainment
Socializing, relaxing
Play area
Dining room Eating location, dumping ground for papers
Roof/attic Protection, insulation, storage, etc
Bathrooms 1-4 Personal hygiene and waste removal, clothing and linen storage
Garage Vehicle and tool storage location
Normalized Story Points – Fibonacci Scale
Scale Days/weeks/months Story/feature/epic
1 One ideal day Small Story
2 2-3 ideal days Mid-sized story
3 One week Mid-to-large story
5 1 ½ weeks Mid-to-large story
8 Two weeks/two-week sprint Large story, maybe a feature
13 3 weeks/three-week sprint Feature
20 2 months Feature/Capability
40 3 months/program increment Feature/Capability
100 6 months Epic
200 1 year Epic
300 2-3 years Epic
Weighted Shortest Job First (WSJF)• Economic concept: Do the job with the largest
value that will take the least amount of timeFeature Time
CriticalityUser/ Business value
Risk reduction/ Opp. enabler
Story points
WSJF
Basement/Foundation
Bedroom
Kitchen
Living room
Power (runway)
Plumbing,water, garbage(runway)Frame
Dining room
Roof/attic…etc
http://www.scaledagileframework.com/
Corporations Using SAFe
• Cisco• HP Enterprise• Tomtom• Lego• Intel• John Deer• LexisNexis• Kroger• Vantiv
IDX Innovation Design Experience
References
• Scaled Agile Framework• Mapping Experiences by James Kalbach (book)• (Google) Sprint – How to Solve Big Problems…
Jake Knapp (book)• Agile topics by Nielson Norman Group.com• Integrating Agile and UX by User Zoom.com• http
://boxesandarrows.com/the-ux-professionals-guide-to-working-with-agile-scrum-teams/ The Recommendations section, by role, has a lot of good advice.
• http://jpattonassociates.com/the-new-backlog/• http://www.smashingmagazine.com/2012/11/desig
n-spikes-fit-big-picture-ux-agile-development/
• http://boxesandarrows.com/integrating-ux-into-the-product-backlog/
Contact information:Karen Ballinger• [email protected]• LinkedIn