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• Karen.ballinger@lexisnexis.com• LinkedIn