Course Taxonomy: Product Management

Certified Technical Program Manager

Section 1: Introduction to Technical Program Management

  • What is Program Management
  • What is different about Technical Program Management
  • Brief History of Technical Program Management
  • Technical Program Structure → Organizational overview, Team Structure, Roles &
  • Responsibilities
  • Role of a Technical Program Manager → Technical vs Non-Technical Orgs
  • Domain Oriented Technical Program Managers (Infrastructure, EBI, Ops, Cyber Security,
  • Mobile, Web, Backend etc.)
  • Team Exercise – Skills for Successful Technical Program Management

Section 2: Technology in Technical Program Management

  • Technical Capabilities of a TPM
  • Fundamentals of High-Level System Design → Scaling (Vertical vs. Horizontal) Processing
  • & Pre-processing, Queuing, Caching, Decoupling, Microservices, Load Balancing, Logging
  • & Metrics, noSQL, Sharding etc.
  • Low Level Design → Object Oriented Design, Design Patterns, Core Classes & Objects,
  • Relationships, Methods etc.
  • Building Large Scale Distributed Systems
  • Technical Goals in a Program Lifecycle
  • Team Exercise – Technical System Design Case Study

Section 3: Program Initiation (Requirements & Design)

  • Problem Statement – Defining the Program Vision
  • Pitfalls of Requirements (Agile & Waterfall) → Waterfall Too Much, Agile Too Little
  • User-Centric Functional & Non-Functional Requirements
  • Intrinsic & Extrinsic Technical Requirements & Architecture Design
  • Three Ts of Program Planning → Team, Technology & Time (TTT)
  • Scope Management & Common Program Mishaps
  • Theory of Estimation → Relative & Absolute
  • Political Management & Planning → Organizational Limitations,
  • Cadence & Artifacts Delivery Set-up
  • Team Exercise – Initiation of a Technical Program in a Non-Technical, Political Landscape

Section 4: Technical Program Execution

  • Agile Sprints Execution
  • Effective Communication within a Technical Program
  • Measuring Team Performance & Technical Progress
  • Responding to Program Management Bureaucracy
  • Program Execution Pitfalls – DSU Fails, No Retros, No POs, No Testing in Sprints, Backlog
  • Readiness, Vendor Management, Resource Sharing etc.
  • Management of Technical Debt
  • Technical Deployment Patterns, Roll-out & Release Management – Blue Green
  • Deployments, Dark Launches, A/B Testing, Canary Releases, Feature Flags etc.
  • Leading a DevOps, DevSecOps & Site Reliability Engineering Model
  • Gaining Business Intelligence – Telemetry, TDD, HDD, Logging, Monitoring
  • Team Exercise – Creation of a Robust Execution Structure across the SDLC

Section 5: Program Control & Reporting

  • Controlling & Reporting at Different Levels of a Program – Team vs Line Management vs
  • Senior Leadership
  • Technical Metrics Gathering & Reporting – Code Coverage, Automation, Deployment
  • Frequency, MTTR etc.
  • People Performance & Program Management Metrics Reporting – Statuses, RAG etc.
  • Reporting Frequency & Audience
  • Strategic & Political Escalation
  • Scaling, Expanding & Distributing the Technical Solution across the Organization
  • Team Exercise – Metrics & Reporting at All Levels of a Program

Section 6: Case Study Program

  • Technical Program Management Simulation
  • Team Exercise – Designing a modern application microservice from initiation to technical
  • execution, communication and reporting while dealing with challenges

Strategic Roadmapping Workshop

Part 1: Collaborative Product Framing

  1. Gain a common understanding of the who? what? and why?
  2. Establish goals and success measures for the product/product line and map those to corporate initiatives
  3. Identify the target market segments and design targets
  4. Identify and document market conditions
  5. Discuss and document strengths and constraints that will be leveraged or need mitigation plans

Part 2: Market Segment/Design Target Definition

  1. Prioritize identified target design targets or market segments
  2. Identify design target’s desired goals and outcomes
  3. Define how to measure success in meeting the needs of the design targets
  4. Develop pragmatic personas for 1-2 design targets

Part 3: Visualize Your Candidate Initiatives (Large and Small)

  1. Apply techniques for visualizing our opportunities for solving user problems. It might look like one or more of the following:
    1. Story, opportunity, or value stream mapping
    2. Affinity mapping
    3. Work in progress (WIP) mapping
  2. Discuss balance of market needs, buyer needs, user needs, and product needs (e.g. KLO or technical health)

Part 4: Techniques for Grouping and Sequencing Those Ideas – Affinity Mapping & Customer Journeys

  1. Discover horizontal paths through the experience or other logical groupings
  2. Identify areas with greatest need for minimal viable learning (MVL)
  3. Begin to order or “bucket” initiatives

Part 5: Roadmapping

  1. Relative sizing of initiatives
  2. Sequence based on cost/benefit analysis and release robustness
  3. Identify the MVP and subsequence release timing and form into a roadmap artifact

ICAgile Product Management (ICP-PDM)

  • What is a product?
  • Product stances, roles and accountabilities
  • What is the product context?
  • The product lifecycle and innovation
  • Setting the scene and telling a compelling product story
  • Product strategy validation
  • Defining value
  • Problem identification and testing a hypothesis
  • Early understanding
  • Idea generation, continuous exploration and research
  • Identifying key outcomes and metrics
  • Advancing towards goals and working with roadmaps

ICAgile Product Ownership (ICP-APO)

  • The craft of Product Ownership
  • Product Owner Responsibilities
  • Product Innovation
  • Creating a compelling vision
  • Understanding your customers
  • Validating design ideas
  • Aligning around value
  • Roadmapping
  • Product Backlog Refinement
  • Agile Frameworks
  • Getting Done, demonstrate success

Transitioning from Project to Product eLearning

Part 1: Project to Product Overview

  • Difference: Project vs. Product

Part 2: Process and Approach

  • Waterfall
  • Iterative delivery with waterfall requirements
  • Blended discovery and delivery

Part 3: Common Constraints

  • Lack of persistent, dedicated teams
  • Redefining the role of the PMO
  • Absence of Product Management capabilities
  • Separation of Business and IT
  • Project-based funding
  • Project planning

Part 4: Planning and Product Horizons

  • The Iron Triangle
  • Product roadmaps

Part 5: Measuring and Learning

  • Measuring outcomes not outputs
  • Measuring product and market impact

Part 6: Game and Quiz

Introduction to Product Management

The session combines presentation and interactive conversations to provide value post-class to the participants. Below is an example of an agenda, but can be customized to fit the needs of the client.

Part 1: Understanding Project vs Product

  • Funding Models
  • Approval Models
  • Communication

Part 2: Understanding the 3-legged stool

  • What is it?
    • Feasibility
    • Viability
    • Usability
  • Why is it important?

Part 3: Understanding the role of a Product Manager

  • Where do I fit in?
  • Key Responsibilities
  • Patterns and Anti-Patterns

Part 4: How can I bring skill sets from my previous role?

  • Business Analyst
  • Project Manager
  • Developer
  • Team Lead

Part 5: Understanding your Product

  • You need to be able to answer these questions and explain why you care:
    • What am I building?
    • Why am I building it?
    • Who am I building it for?
    • How will I know it is successful?
  • Creating your strategy
  • Communicating about your Product
    • Roadmapping
    • Feedback Loops
  • Sustaining your product

Design Thinking – A Comprehensive Overview eLearning

Part 1: Design Thinking Overview

  • What is Design Thinking?
  • What if you don’t think of yourself as a “designer”?
  • Solving problems – design thinking vs. older approaches
  • Attitude and mindset
  • The relationship to agility

Part 2: Divergent and Convergent Thinking

  • Divergence and Convergence as the design thinking foundation
  • Divergent thinking characteristics
  • Convergent thinking characteristics
  • The problem space
  • The solution space

Part 3: The Design Thinking Process

  • Empathize and understand
  • Defining problems and design challenges
  • Ideation
  • Prototyping
  • Testing and iterating
  • Design thinking at scale

Part 4: Empathize & Understand

  • User research
  • Human-centered design
  • Empathy maps
  • Observation
  • Subject-matter expertise

Part 5: Defining Problems & Design Challenges

  • Creating problem statements
  • How to define problems
  • Five steps for framing problems
  • Wicked problems
  • Defining a design challenge

Part 6: Ideate

  • Divergent vs. convergent ideation
  • Brainstorming
  • “How might we”
  • Affinity diagramming

Part 7: Prototyping

  • Prototyping explained
  • Iterating on prototypes
  • Feedback on prototypes
  • Pivot or persevere?
  • Different types of prototypes

Part 8: Test & Iterate

  • Starting to think about scale
  • Priorities of testing
  • When is it too late to pivot?
  • Keeping testing agile
  • Iterating towards to delivery

Part 9: Design Thinking at Scale

  • Why scalability is important
  • Common obstacles to scale
  • Managing size
  • Organizational complexity
  • Budgets and accounting cycles
  • Organizational culture
  • Introduction to frameworks

Part 10: Conclusion

  • Start with divergence
  • Think human centered
  • Try it before they buy it
  • How you can use design thinking
  • Additional resources

Lean Portfolio Management

Part 1: What Problems Does LPM Solve?

  • Align Work to Organization Strategy
  • Use Limited Resources for Maximum Value
  • Increase Decision-making Velocity
  • Adapt to Changing Needs
  • Enable Agile Execution
  • Ensure Value Delivery

Exercise: Brainstorm problems you have that LPM could fix

Part 2: The LPM Framework

  • Build Portfolios of Products (Not Projects)
  • Link Portfolios to Strategy
  • Intake, Fund & Prioritize Work
    • Participatory Budgeting
  • Oversee Work
  • Govern Portfolios
  • Align With Lean Principles
  • Use Lean Startup to Prove Value of Work

Exercise: Contrast LPM vs. the approach we use

Part 3: Establish Portfolios

  • Distill Mission into Strategic Themes
  • Define Objectives for each Strategic Theme
  • Quantify Key Results for each Objective
  • Map Products/Solutions to Strategic Themes
  • Arrange Products/Solutions into one or more Portfolios
  • Define Each Portfolio:
    • Brainstorm the Portfolio Vision
    • Document the Portfolio Canvas (Current State)
    • Agree on the Portfolio Canvas Desired Future State
    • Brainstorm Epics to get us to the Future State
    • Create a Portfolio Kanban
    • Establish Lean Budget Guardrails

Exercise: For your own organization, Map Strategic Themes to Portfolios

Part 4: Triage Incoming Work Ideas

  • Determine: Manage at Portfolio Level?
  • Document as an Epic (Deliverable)
  • Assign an Epic Owner
  • Build the Lean Business Case
    • Solution Alternatives
    • Affected Value Stream(s)
    • Benefit Hypothesis(es)
    • MVP that proves Hypotheses
    • Rough Cost Estimate for MVP
    • Rough Cost Estimate for Entire Epic
  • Approve Epic for Budgeting

Exercise: Write Epics w/Lean Business Cases

Part 5: Budget for the Work

  • Overview of the Budgeting Process
  • Short Funding Cycles
  • Inputs to the Budgeting Process
    • Participatory Budgeting Event
  • Analyze Participatory Budget Results
  • Adjust Value Stream Budgets

Exercise: Plan the Budget Cycle for a Portfolio

Part 6: Minimum Viable Product

  • (When Agile Team has capacity)
  • Pull Approved/Budgeted Epic
  • Plan, Build MVP with Epic Owner
  • Deploy finished MVP, collect data
  • Pivot/Persevere/Stop Decision
  • Persevere: Prioritize w/other work

Exercise: Decompose MVP into Stories

Part 7: Manage the Portfolio

  • Maintain a Unified Portfolio Roadmap
  • Coordinate work across Value Streams
    • For Business Benefits
      • for Technical Reasons
      • for Cadence & Efficiency
      • Ensure Integration often
  • Work with Agile Teams:
    • Decompose Epics into Features & Stories
  • Plan Release & Deployments

Exercise: Identify Coordination opportunities among Value Streams

Part 8: Portfolio Governance

  • Governing the Portfolio
  • Managing Risk, Conflict, Variance
  • Lean Portfolio Metrics
  • Portfolio Performance Metrics
  • Value Stream Metrics
  • Incremental Quality/Security/Compliance

Exercise: Identify Valuable Portfolio Metrics

Part 9: Adopting Lean Portfolio Management

  • Move to a Product Team Structure
  • Fund Value Streams (not Projects)
  • Use Rolling-Wave Plans & Budgets
  • Match Work to Value Stream Capacity
  • Develop Incrementally
  • Prove Hypotheses with MVP First
  • Continuously Improve LPM

Exercise: Map your LPM Journey

Certified Scrum Professional® – Product Owner (CSP®-PO)

Learning Objectives

  • Product Owner Core Competencies
    • Product Owner as Product Champion
    • Stakeholder Discussions
    • Launching Scrum Teams
    • Product Ownership with Multiple Teams
    • Training
  • Implementing Purpose and Strategy
    • Market-Driven Product Strategy Practices
    • Complex Product Planning and Forecasting
    • Product Economics
  • Advanced Interactions with Customers and Users
    • Advanced Customer Research and Product Discovery
  • Complex Product Assumption Validation
  • Advanced Product Backlog Management
    • Differentiating Outcome and Output
    • Defining Value
    • Ordering Items
    • Refining Items to Deliver Customer Value Quickly
  • Scrum Guide Updates

Transitioning from Project to Product

From Project to Product

  • Project to Product overview
    • Difference: Project vs. Product
  • Process and Approach
    • Waterfall
    • Iterative delivery with waterfall requirements
    • Blended discovery and delivery
    • Mean Time to Pivot (MTTP)
  • Common constraints to transitioning from project to product
    • Lack of persistent, dedicated teams
    • Redefining the role of the PMO
    • Absence of Product Management capabilities
    • Separation of Business and IT
    • Project-based funding
    • Project planning
  • Building persistent product teams
    • Project teams vs. product teams
    • The product management function

Product-Based Funding

  • Product-Based Funding
    • “What?” and “Why?”
    • Incremental investing
    • Funding by product portfolios, families, and teams
    • Funding cycles and adaptive investments
  • Designing your product-based funding model
  • Examples and case studies

Planning and Product Horizons

  • The Iron Triangle
    • From “fixed” time, budget, and scope
    • Certainty was always a myth
  • Product roadmaps
    • Outcomes over output
    • Measuring value
    • When will it be done?
  • Estimating in ranges
    • To fixed data and variable scope
    • Setting leadership expectations

Measuring and Learning

  • Measuring outcomes, not outputs
    • Measuring progress, capacity, and flow
    • Measuring resilience and technical agility
    • Measuring product / market impact
  • Validated learning

Course Wrap-Up

  • Road-mapping your change