Agile and Design Thinking a Romeo Juliet Story

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    Copyright 2014 COWAN+

    Agile & Design Thinking:A Romeo & Juliet Story

    COWAN +

    AgileDesign

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    ABOUT ME

    Entrepreneur (5x)Intrapreneur (1x)

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    ABOUT ME

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    ABOUT ME

    www.alexandercowan.comALEX COWAN

    AlexanderCowan.com@cowanSF

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    OUR SUBJECT

    AgileDesign ALEX COWANAlexanderCowan.com@cowanSF

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    Empathy Creativity

    DESIGN

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    AGILE

    IndividualsInteractions

    >ProcessesTools

    Workingsoftware

    ComprehensiveDocumentation>

    Customercollaboration

    Contractnegotiation

    >

    Responding

    to change

    Following

    a plan>

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    OUR SUBJECT

    AgileDesign ALEX COWANAlexanderCowan.com@cowanSF

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    TRAGEDY OCCURS TOO OFTEN

    AgileDesign ALEX COWANAlexanderCowan.com@cowanSF

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    TRAGEDY OCCURS TOO OFTENThe Commerce Family The Implementation Family

    aka marketing, sales,product management

    aka engineering, operations,project management

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    TRAGEDY OCCURS TOO OFTEN- WHY?The Commerce Family The Implementation Family

    ?we measure our efciency locally

    we want to feel we're completing our output

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    WHAT'S ESPECIALLY HARD FOR THE FAMILIESThe Commerce Family The Implementation Family

    1. Connecting with customer needs

    2. Managing uncertainty

    3. Describing for implementation

    1. Implementation strategy

    2. Managing changes in need

    3. Distributing actionable inputs

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    WHAT'S ESPECIALLY HARD FOR THE FAMILIESThe Commerce Family The Implementation Family

    bigger families,

    bigger disconnects

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    4 WAYS TO MAKE IT BETTER, MAKE IT WORK

    1: IMPROVEDINPUTS

    2: STORY-DRIVENCOLLABORATION

    3: TESTORIENTATION

    4: BACKLOGDISCIPLINE

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    1Creating High Quality Inputs

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    Copyright 2014 COWAN+STORIES

    Epic Stories

    Stories

    Test Cases

    As a [persona],I want to [do something]so that I can [derive a benet]

    AGILE USER STORIES- WHATIS

    ALEX COWANAlexanderCowan.com

    @cowanSF

    Who is this user?What makes them tick?

    Who's an example of

    such a person?

    Why do they want to do this?What's the benet/reward?

    How will we know of it'sworking?

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    DESIGN THINKING- PERSONAS

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    DESIGN THINKING- PERSONAS

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    NOT A GOOD PERSONA

    Women Age 28-45

    Has kids Socialize with other moms Online with Facebook 86% said theyd like to be more

    organized

    70% said theyd use anapplication that organizes them

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    Women Age 28-45

    Has kids Socialize with other moms Online with Facebook 86% said theyd like to be more

    organized

    70% said theyd use anapplication that organizes them

    NOT A GOOD PERSONA

    Bullet points are almostnever vivid or detailed

    Stock photo- not real

    This is a hugepopulation- not exact

    These responses are fakeactionable- survey responses

    like this are unreliable

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    A BETTER PERSONA

    Mary is a mom by choice. She had a successful career in accounting,

    but welcomed the opportunity to be a stay at home mom. She loves it.

    But its not like having kids purged her creative, social instincts. She

    wants to connect, she wants to learn, she wants to interact. Being amom is a job and she wants to do it well. That means corresponding

    with other moms on child education and keeping track of what works.

    She posts to Facebook at least twice a week and responds to other

    moms items more often than that.

    She has a few blogs and publications she reads regularly

    Mary the Mom

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    A BETTER PERSONAthe use of a rst name helps

    w/ vividness (a little)

    these full sentences look like agood start towards something

    vivid and detailed

    this is a real photo of arelevant person taken with an

    iPhone in the real world

    Mary is a mom by choice. She had a successful career in accounting,

    but welcomed the opportunity to be a stay at home mom. She loves it.

    But its not like having kids purged her creative, social instincts. She

    wants to connect, she wants to learn, she wants to interact. Being amom is a job and she wants to do it well. That means corresponding

    with other moms on child education and keeping track of what works.

    She posts to Facebook at least twice a week and responds to other

    moms items more often than that.

    She has a few blogs and publications she reads regularly

    Mary the Mom

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    DISCOVERY & LEARNING: THINK-SEE-FEEL-DO

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    VARI

    ED

    ivid The persona shouldmake anyone who readsit feel like theyveactually met this person.

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    VARI

    ED

    ivid

    ALEX COWANAlexanderCowan.com

    @cowanSF

    If the persona doesntinform how you sell stuffand build stuff, whybother?

    ctionable

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    VARI

    ED

    ivid

    ALEX COWANAlexanderCowan.com

    @cowanSF

    eal Good personas arentcreated in cubicles. Gowhere the persona is andobserve.

    ctionable

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    VARI

    ED

    ivid

    ALEX COWANAlexanderCowan.com

    @cowanSF

    eal

    ctionable

    Make sure you can identifyand target these personas,or you wont be able to nda use for them.

    dentiable

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    VARI

    ED

    ivid

    ALEX COWANAlexanderCowan.com

    @cowanSF

    eal

    ctionable

    dentiable Everyone is not yourcustomer. Make sure thepersonas are distinct so youcan apply relevant focus.

    xact

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    VARI

    ED

    ivid

    eal

    ctionable

    dentiable

    xactetailed

    People are complicated

    and so good personasare usually prettysubstantial.

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    A LITTLE GAME FOR BETTER PERSONA DISCOVERYDay in the Life

    we look at a few photos for a given persona

    you make some guesses about themthere are no right answers BUTthere is a right process: observe and infer

    OBJECTIVE: get a feel for whats real; start to create something vivid

    (not a full picture, just snippets)

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    OUR CAST

    Sally theSingle Mom

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    WAKE UP!

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    WAKE UP!

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    GEARING UP FOR THE DAY

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    AT WORK

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    AFTER WORK

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    PRE-BED

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    BED

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    GEAR

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    IF I HAD 3 EXTRA HOURS

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    ABOUT SALLY THE SINGLE MOM

    Whats her favorite kind of music?Band/composer?Where did she buy her last pair of shoes?What movie did she last see?What did she drink with dinner last night?If she had a dog, what kind?Whats her favorite magazine?

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    NEEDFINDING

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    XPROBLEM SCENARIO

    NEEDFINDING

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    XWhat job(s) are you doing forthe customer?What existing need orbehavior are you fullling?

    PROBLEM SCENARIO

    NEEDFINDING

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    @cowanSF

    ?

    X

    ALTERNATIVE(S)

    PROBLEM SCENARIO

    NEEDFINDING

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    ?

    X

    If they currently usespreadsheets, watch them

    use it and get a copy of it.If they currently put notes on thefamily fridge, ask about it,photograph it.

    ALTERNATIVE(S)

    PROBLEM SCENARIO

    NEEDFINDING

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    YOUR VALUE PROPOSITIONS !

    ALTERNATIVE(S) ?

    PROBLEM SCENARIO X

    NEEDFINDING

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    X

    Are they better enough than thealternative(s)?

    !

    ?

    YOUR VALUE PROPOSITIONS

    ALTERNATIVE(S)

    PROBLEM SCENARIO

    NEEDFINDING

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    and they have a certainPROBLEMS(S)

    where theyre currently usingcertain ALTERNATIVE(S)

    and I have a VALUEPROPOSITION thats better enoughthan the alternatives to cause thepersona to act (purchase, use, etc.).

    A certain PERSONA exists

    NEEDFINDING: THE PRODUCT HYPOTHESIS

    !

    ?

    X

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    PERSONASPROBLEM SCENARIOSVALUE PROPOSITIONS

    STORIES

    Epic Stories

    Stories

    Test Cases

    As a [persona],I want to [do something]so that I can [derive a benet]

    AGILE USER STORIES- WHATIS

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimableSmallTestable

    Could this beimplemented on astand-alone basis or

    does it presupposeother content?

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimableSmallTestable

    Stories are not specs.This is an input for you toarrive at an optimalimplementation with thedeveloper, not afunctional requirement.

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimable

    SmallTestable

    What problem scenariodoes this address?How have youvalidated your value

    proposition for it?

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimable

    SmallTestable

    How hard is this vs.the teamsexperience? Is itdiscrete enough?

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimable

    SmallTestable

    A big part of what makesagile (and lean) work is theuse of small batches withmeasurable results. Makesure your stories are broken

    down to workable sizes.

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    INVEST IN AGILE STORIES

    Independent

    NegotiableValuableEstimable

    SmallTestable

    How will you know if

    its working in a waywhere you canvalidate its value?

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    CHILD STORIES

    A) As an HR manager, I want to get a list of topics relevant to an open position from the functional

    manager so I can set up a relevant and complete quiz for screening.B) As an HR manager, I want to browse the quiz banks [of available questions] so I can make sureIm subscribed to all the necessary topics for my quiz.

    C) As an HR manager, I want to purchase additional quiz banks so I can add additional technicaltopics to my quizzes.

    D) As an HR manager, I want to create a custom quiz banks so I can add custom questions thefunctional manager wants to add to the quiz.

    E) As a manager, I want to set the quiz up for a possible recruit to use.

    F) As an HR manager, I want to make the candidates scores available to the functional manager,along with the rest of my notes.

    EPIC STORY

    EXAMPLE: AGILE USER STORIES

    As the HR manager, I want to create a screening quiz so that I can understand whether I want tosend possible recruits to the functional manager.

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    EPIC STORY

    EXAMPLE: AGILE USER STORIES

    As the HR manager, I want to create a screening quiz so that I can understand whether I want tosend possible recruits to the functional manager.

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    STORYBOARDING AN EPICAs the HR manager, Iwant to create ascreening quiz so that Ican understandwhether I want to sendpossible recruits to the

    functional manager.

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    PERSONA MEETS HALLWAY CONVERSATION

    So, I think feature [xyz]should really be at thetop of our list

    Yeah?

    Tell me about the user.Who are they? What arethey doing right now?

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    NEEDFINDING MEETS HALLWAY CONVERSATION

    Here are a list of SEOkeywords related to theexciting new solutionwe built

    What problems does thissolve for the customer?What words do they useto describe it?

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    2 Enabling Story-Driven Collaboration

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    AGILE FOUNDATIONS

    USER STORIES

    DISCUSSION

    DEVELOPMENT

    VALIDATION

    PERSONASPROBLEM SCENARIOS,ALTERNATIVESPROPOSITIONS

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    KEEPING IT TOGETHER

    In-doc links topersonas andproblemscenarios/

    neednding

    Ditto forwireframes

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    X

    PROBLEMSCENARIOS &ALTERNATIVES

    What?

    PRODUCT &PROMOTION

    /

    CUSTOMERDISCOVERY &EXPERIMENTS

    Tell me?

    DESIGNING A VENTURE (VENTURE DESIGN)

    PERSONAS

    Who?

    USERSTORIES &PROTOTYPES

    How?

    Scale?

    Pivot?

    VALUEPROPOSITIONS& ASSUMPTIONS

    What if?

    !

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    VENTURE DESIGN (IN REVERSE)

    !PRODUCT &PROMOTION

    USERSTORIES &PROTOTYPES

    Did the implementationdeliver on the story?

    /

    CUSTOMERDISCOVERY &EXPERIMENTS

    How did thecustomer/userreact?

    VALUEPROPOSITIONS& ASSUMPTIONS

    !

    Was theimplementedstory relevant tothe proposition?

    X

    PROBLEMSCENARIOS &ALTERNATIVES

    Is problemrelevant? Is thepropositionbetter vs.alternatives?

    THINK SEE

    FEEL DO

    PERSONAS

    Do weunderstand thisperson? Whatmakes themtick?

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    COLLABORATION MEETS HALLWAY CONVERSATION

    We have an amazingnew thing now whereusers can [x] their [y]

    Cool. Who does this?Whats the trigger?

    Whats the rst thing thathappens?Then what?How do we know if theyhave a good outcome?

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    3 Staying Focused on Validation

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    EVIDENCE-BASED INNOVATION VIA LEAN STARTUP

    Do I have real evidence from my buyerthat this is compelling?

    01 ID EA!

    What are the key assumptions requiredto make this business work?

    02 HYPOTHESIS

    How do I denitely prove or disprove theassumptions with a minimum of timeand effort?

    03 EXPERIMENTAL DESIG N

    04 EXPE RIM ENTATION

    Am I reacting or am I focused onvalidating my pivotal assumptions?

    Pivot or persevere?

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    CASE STUDY: DROPBOX

    OPPORTUNITYUnderlying demand and supportinginfrastructure ready for a great le sharingapp.

    CHALLENGEBuilding a great cross-platform app.required VC funding. VCs saw a spacewith lots of existing competitors strugglingto get traction.

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    CASE STUDY: DROPBOX

    Persona

    ProblemScenario

    Alternatives

    Value Prop.

    Tom the Techie- early adopter who works on projects that require swapping a lot of les between ashifting network of collaborators.

    Its difcult to share les between a network of collaborators, particularly if theyre: big or numerous orchange a lot.

    Many existing products, but none of them super compelling and widely adopted.Also, custom setups which work but are cumbersome to set up and maintain.

    A le sharing service that truly feels transparent to the user across all major platforms- OSX, iOS,Windows, etc.

    What Minimum Viable Product (MVP)?

    That you can bootstrap?

    That doesnt require software at all?

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    THE WIZARD OF OZ MVP

    Result: Excellent traction andconversion to sign-ups.

    Strong validation signal.

    Created a synthetic demotailored for early market(techies), promoted it, andmeasured email sign-ups.

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    DOCUMENT UX ASSUMPTIONS AS YOU GO

    Lets assume.Then test.

    Lets notargue

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    EXAMPLE ASSUMPTIONS & EXPERIMENTS

    brand lattice UI:

    Drag and drop isnt yet in common use.Would users get it?

    Noted as key assumption and became earlyfocal item in user test

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    ITERATING BASED ON TEST RESULTS70% of usersdidnt get thedrag and dropin this version

    This change inthe annotationwas enough sothey got it

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    THE MTP

    P

    inimum

    estableroductT

    M

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    PARING AWAY ASSUMPTIONS VIA MTP

    Pivotalassumptionsabout

    relevance

    Do they care?

    Tacticalassumptionsabout

    usability

    Can they use it?

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    PARING AWAY ASSUMPTIONS VIA MTP

    It has rough edges. We should x it before weshow people.

    Just show it to volunteers onuser testing. Do it soon.

    What if smoothing out thoserough edges is 100% waste

    because there are deeperusability issues?

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    PARING AWAY ASSUMPTIONS VIA MTP

    We only have a few people right now in our targetmarket (persona).

    If you can get close in terms ofprole, just give the user testinga try.

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    VALIDATION MEETS HALLWAY CONVERSATION

    Im super excited about[this idea]. Im workingon the business case tosell management so wecan start building

    Sound neat.

    Whats the centralproposition? Maybetheres a way we canbootstrap some proofpoints.

    That would super chargeyour business case.

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    4 Planning The Work, Working the Plan

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    THE BACKLOGStory

    Backlog

    RELEASE X

    P R I O R I T Y

    ITERATION 01

    ITERATION 02

    . . .

    ITERATION N

    Story Asize = x

    Story Bsize = y

    Story C

    size = z

    Story Dsize = a

    Story N..size = c

    Story Esize = b

    . . .

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    THE STANDUP

    1. What did I accomplishlast [period]?2. What do I plan toaccomplish [this period]?3. What's impeding my progress?

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    ALEX COWANAlexanderCowan.com

    @cowanSF

    AGILE MANAGEMENT IN 4 FUN & EASY STEPS

    SET AN ITERATIONUsually 1-4 weeks, shorter isprobably better in thebeginning. Stick to the list inthis period.

    2. ExplicitIteration

    CREATE STRONGSTORIESInputs matter a lot. They'reusually preceded by qualitydesign research.

    0: Strong Stories

    PRIORITIZE A LISTMake it a little longer than youthink you can achieve- thatway if someone gets stuckthey can move to somethingelse.

    1. Prioritized ListTRACK WITHSTANDUP'SEven if it's on email, do thestandup daily or at least weekly.

    3. RegularStandup's

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    VALIDATION MEETS HALLWAY CONVERSATION

    Oh! I just [talked to acustomer, read a blog,saw a demo] and I have agreat new idea. Can we

    just put it in right this

    second?

    We can denitely put itin if you think it'simportant.

    Let's write a story for itthat's anchored in aproblem scenario and ifyou want you can put itat the top of thebacklog for the nextiteration.

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    HERE'S TO A HAPPY ENDING!

    ALEX COWANAlexanderCowan.com

    @cowanSF

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    [email protected]

    @cowanSF

    www.alexandercowan.com/venture-design

    Slides: bit.ly/ac2SUGAR

    www.alexandercowan.com/startup-sprints

    FINI