Course Taxonomy: Product Management

Product Discovery and Delivery

Part 1: Product Agility and Product Ownership

  1. Expectations, curiosities, and the selection of product idea for the course
  2. Product ownership
  3. What is it?
  4. What’s in it for you?
  5. Why work this way? How did we get here?
  6. Steering the bus
  7. Visibility, control, flexibility, and maneuverability
  8. Getting buy in

Part 2: Product Over Progress

  1. Traditional, agile, and product-centered processes overview
  2. Product centered thinking and principles (blending discovery & delivery)
  3. Avoid being overly certain
  4. Validate ideas early and fast
  5. Develop customer insights
  6. Practice product-driven architecture
  7. Embrace responsive engineering
  8. Building product communities, product owners, users, and markets

Part 3: Early Product Discovery

  1. Framing design targets and your guess at their needs
  2. Introduction to story mapping, story splitting, and customer journeys
  3. Pragmatic sketching, prototyping, and other tools for early validation
  4. Stories, acceptance tests, and learning from building

Part 4: Roadmaps and Planning

  1. Making product choices
  2. Iteratively delivering value
  3. Sizing and planning across iterations

Part 5: Blending Product Discovery with Product Delivery

  1. Establishing a sustainable discovery cadence
  2. Establishing a blended cadence
  3. Constraints
  4. Adjusting to delivery constraints
  5. Blending with operations and support
  6. Losing “product” in delivery tools
  7. Investing in analytics

Part 6: Measuring Product Impact

The Art of Product Management

Part 1: Aligning product strategy to corporate strategy

  1. Importance of knowing the corporate strategy and not just thinking you do
  2. Top-down definition of product strategy that supports and clarifies company direction

Part 2: Market research and validation

  1. Define the target market and the opportunity
  2. Growth in your current market
  3. Growth by identifying and executing in other market segments

Part 3: The other "M" in "PM": Marketing

  1. A product that can’t tell its story is unfound
  2. Product Marketing and Messaging
  3. Marketing deliverable stories
  4. Write a press release for your proposed release – before you start

Part 4: Creating roadmaps authored for the audience

  1. Thematic business strategy roadmap
  2. Partner and distribution roadmap
  3. Product feature roadmap
  4. Business product strategy

Part 5: Delivering customer value not just features

  1. Alignment of training – what have they learned, how do they train
  2. Alignment with marketing – what should they update, how do they message
  3. Alignment with sales – enable them, what are they pitching

Part 6: How to tell the market your story

  1. What business metrics a product manager should be tracking and why no one else is
  2. How to work with influencers to gain reputable, 3rd party validation
  3. The power of customer testimonials and how that starts with involving them during discovery and delivery
  4. Pricing strategies and what to consider when balancing short-term and long-term revenue

Part 7: Monitoring the value of the product

  1. Churn
  2. CAC
  3. NPS
  4. Know the counter effects of metrics
  5. Know your customer type and their limitations on providing feedback

Scaled Agile | Certified SAFe® Agile Product Manager (APM)

  • Analyzing your Role as a Product Manager in the Lean Enterprise
  • Continuously Exploring Markets and Users
  • Driving Strategy with Market Segmentation
  • Using Empathy to Drive Design
  • Defining Product Strategy and Vision
  • Creating Roadmaps to Build Solutions
  • Delivering Value
  • Managing Value Stream Economics
  • Creating Innovation in the Value Stream

Introduction to Human-Centered Design

Introduction: What are the ways to use Human-Centered Design if I’m not a Designer?

  1. HCD Overview and Origination
  2. Different models
  3. Why the user is so important
  4. Exercise: Identify current company problems that could be addressed with an HCD approach.

Step 1: Inspiration

  1. The beginner's mindset is key
  2. Learning from users
  3. Throwing away assumptions
  4. Staying open to the possibilities
  5. Cultivating curiosity
  6. What people think, say, and do.
  7. Interview techniques
  8. Sitting with your ideas
  9. Exercise: Identifying your user
  10. Exercise: The discovery process

Step 2: Ideation

  1. Collecting your ideas
  2. Removing the limits
  3. Why “ridiculous” is a good thing
  4. Brainstorming has a bad rap
  5. Keeping it simple
  6. Building on ideas
  7. Establishing a shared framework
  8. Solution-focused, not problem-focused
  9. How to “see” an idea
  10. Keeping the users involved
  11. When to cut your loss
  12. Exercise: How to build on ideas

Stage 3: Implementation

  1. Delivery
  2. Pilot testing
  3. Iteration
  4. Continued feedback
  5. Determining long-term impact
  6. Measuring the impact
  7. Exercise: Tips to evaluate and measure

Practical Application

  1. Getting starting with a micro project
  2. Evaluating a menu of ideas
  3. Getting buy-in
  4. Tips for testing
  5. Exercise: How to have better meetings

Why HCD Matters

  1. Reduce Risk
  2. Create what people truly need
  3. Stay User Focused
  4. Think outside YOUR box
  5. Minimize confusion

Design Thinking Boot Camp

Part 1: Introduction – What do we mean by design…and what are we thinking?

  1. Design thinking overview
  2. How structure and process apply to creativity
  3. The need to solve problems
  4. Types of problems, types of solutions
  5. Components of design thinking
  6. Human centrism: The importance of your users, customers, & consumers

Exercise: Who has the problem? Defining the user or customer

Part 2: Framing Problems

  1. What’s the problem, really?
  2. Discovering problems
  3. Technology problems and products
  4. OODA loops and backlogs
  5. Distinguishing symptoms, problems, and root causes
  6. Refining problem definition
  7. Repeatably finding “a-ha” moments

Exercise: Select a problem candidate

Exercise: Root cause analysis for isolating and defining a specific problem

Part 3: Divergent Ideation

  1. What is divergent thinking?
  2. Generating raw material
  3. Iterating on divergence
  4. Your north star: Human-centric solutions
  5. Using divergence to refine the problem space

Group exercise: Rapid ideation

Part 4: Convergent Ideation

  1. What is convergent thinking?
  2. Refinement and synthesis
  3. Defining a future state for solution paths
  4. Selecting solution candidates

Exercise: Revisiting your user persona and choosing the solution

Part 5: Testing Solution Candidates

  1. Agility overview
  2. Advice on prototyping
  3. How to prototype rapidly
  4. Collecting data
  5. Variables
  6. Rapid testing
  7. Iterating on tests

Exercise: Modeling a testing cycle and group critique

Part 6: Iterating on Solutions

  1. The feedback cycle
  2. Agile practices for iteration
  3. Measuring value
  4. OODA loops again
  5. Evolving solutions

Exercise: Walking through the iteration

Part 7: Teaming for Design and Solution Building

  1. Applying design thinking in the typical enterprise
  2. Product, service, system, or solution?
  3. Teams in the problem space
  4. Design collaboration
  5. Prioritizing the design portfolio

Part 8: Obstacles to Design Thinking in Organizations

  1. Cultural obstacles
  2. Overcoming silos
  3. Defining value correctly
  4. Keeping human qualities at the center of the design
  5. Applying design thinking to non-traditional roles
  6. Engineering hurdles
  7. The challenge of scale

Exercise: Preparing for scalability challenges and transitioning from discovery to delivery

Part 9: Class Conclusion – Charting Your Course

  1. Expert Q&A
  2. Discussion: Is your solution useful?
  3. Your action items when the class is over

Effective User Stories

Part 1: Agile Review in Five Minutes

  • User stories in agile practices
  • Value proposition canvas
  • Product innovation lifecycle

Part 2: User Stories then, User Stories now

  • The user story relationship to business analysis and agility
  • Why a well-written story is beneficial
  • Traditional analyst and requirements activities translated to agility
  • Differences in alignment to an agile practice

Part 3: User Story Overview

  • The concept of stories and their formatting
  • Roles involved at different levels of story planning and creating stories 
  • Different techniques of writing stories 
  • Benefits of well written stories 
  • Acceptance Criteria best practices
  • INVEST overview
  • 3Cs
  • Examples

Part 4: User Personas

  • Understanding User Personas
  • User stories and Personas- 3C’s
  • Benefits of personas 
  • Using your roadmap for creating personas 
  • Aligning user personas with stories 

Team Exercise: Teams will practice writing stories using the Roles identified from the User Persona exercise. As a group, acceptance criteria will be written, simulating a backlog grooming session.

  • Using User Personas inside a story 
  • Determining user experience

Team Exercise: Teams will create User Personas to understand the concept and identify details that make them unique

  • Identifying roles
  • Other types of backlog items 
  • What is a spike?
  • How to use them
  • Example
  • Non-functional (tech debt) 
  • What is a non-functional requirement (NFR)? 
  • How to use them
  • Defects and their management
  • Example

Team Exercise: Individually the group will write an example of a Spike, Non-Functional requirement, and a Defect. Focusing on what makes them unique and how best to document the details for development.

Part 5: Levels of Planning

  • Vision
  • Epics
  • Roadmap
  • Features
  • Creating Definition of Ready and Definition of Done 
  • Story Mapping
  • Estimation and story sizing (story Points / T-shirt sizing)
  • Backlog Management
  • Planning/ Review / Retrospective 

Team Exercise: Teams will create a list of features, focusing on the evolution of an application and ways in which to build upon a feature over time.

  • Product Backlog
  • Prioritization techniques
  • Story slicing, splitting

Part 6: Getting hands-on: User stories in practice

During this workshop section of the course, the group will spend time practicing application of user stories as they will back at work after class. Workshop participants will critique stories that have been given to them, learning what to look for when grooming stories (size, unclear, dependencies).

  • Building a Comprehensive Release Plan and Backlog
  • Process Mapping
  • Impact mapping
  • Story Mapping

Team Exercise: Teams will create Epics for the features identified in the previous exercise, focusing on how to break down the work into valuable slices.

Team Exercise: The group will be given a sample process map, they will break the process into stories that remain independent and valuable, even if the value varies.

Team Exercise: Teams will write stories that relate to the Epics written in the previous exercise. Focusing on the INVEST strategy of story writing and using group feedback to further refine.

Part 7: Prep and Support of Sprints

  • Story Writing Sessions
  • Backlog Grooming
  • Relative Sizing
  • Acceptance test-driven development (A-TTD)
  • Behavior-driven development (BDD)
  • Story Preparation Kanban
  • Backlog Prioritization
  • Release Planning

Part 8: Application Workshop

Team Exercise: Individually, the group will get to focus on real-world examples, getting feedback from the group intermittently, similar to a series of grooming sessions. Ideally bringing these stories back to their own projects.

Part 9: Retrospective

  • Handling and Adjusting to Team Feedback
  • Educating Others

Certified Scrum Product Owner® (CSPO®)

Part 1: Product Owner Core Competencies

  • Product Owner in different organizations
  • Demonstrate progress on goals to Stakeholders
  • Gathering insights
  • Product Owner Interaction with Scrum teams
  • Product Ownership of multiple teams
  • Owning the Product backlog 
  • Collaborating with the Scrum team

Part 2: Goal Setting and Planning

  • Defining Value
  • Product Visions and Product Goals
  • Creating a Sprint Goal
  • Product Planning and Release Planning
  • Identifying small valuable increments

Part 3: Understanding Customers and Users

  • Product Discovery
  • Segmenting customers and users
  • Conflicting customer needs
  • Defining Product Outcomes
  • Connecting developers to users

Part 4: Validating Product Assumptions

  • Validating Product assumptions in Scrum
  • Approaches to validate assumptions

Part 5: Working the Product Backlog

  • Outcome vs Output
  • Maximizing outcomes
  • Product economics
  • Describing and measuring value
  • Creating Product Backlogs, Product Goals, and Product Backlog Items
  • Refining a Product Backlog

Part 6: Scrum Theory

  • Empiricism and the three empirical pillars
  • Benefits of an iterative and incremental approach
  • The Scrum Framework
  • Scrum Values
  • Scrum alignment to the Agile Manifesto

Part 7: Scrum Teams 

  • The responsibilities of the Scrum Team
  • The responsibilities of the Product Owner, Developers, and Scrum Master
  • Working with stakeholders
  • Working with multiple teams

Part 8: Scrum events and activities

  • Benefits of timeboxing
  • Purpose of a Sprint
  • Define and perform Sprint Planning, Daily Scrum, Sprint Review, Sprint Retrospective
  • Product Backlog Refinement

Part 9: Artifacts and commitments 

  • Purpose of the Product Backlog, Sprint Backlog, Increment
  • The commitments of Product Goals, Sprint Goals, and Definition of Done
  • Product Backlog emergence
  • Attributes of a Product Backlog
  • Sprint and Increment relationship
  • Evolution of a Definition of Done

Developing Requirements with Use Cases

Section I. Review of Requirements Development with Use Cases
Use cases are one of the best approaches for developing requirements. In this section of the workshop, we will review key definitions and terms, overview a requirements management framework, and review how use cases fit into the development life cycle. We’ll refresh your knowledge of how to find requirements from use cases, and we’ll conclude with a discussion of use cases and Agile methods.

  • Definitions of terms
  • Levels and types of requirements
  • Characteristics of effective requirements
  • Requirements, use cases, and the development life cycle
  • Review and assess use case quality
  • Identify requirements associated with a use case
  • Use cases and Agile methods

Practice Session
With your instructor, revisit key concepts of requirements engineering and then review poorly written requirements to discover characteristics of effective requirements. Work with your team to review and analyze several use cases and then extract possible requirements from those sample use cases.
 

Section II. IT Project Initiation and Use Cases
To exploit the full advantages of use cases, seasoned analysts plan for them from the very beginning of each project. This section explores project initiation and its relationship to use cases, particularly how to identify and capture them early in the project life cycle. In particular, you'll review whether use cases are appropriate for a specific project. You'll strengthen your understanding of the connection between project scope and use cases. We'll conclude this module with an exploration of other methods for identifying the use cases that comprise a system, and a chance for you to practice constructing a use case diagram.

  • Project scope and stakeholders: how they relate to use cases
  • Actor/goal definition and use cases
  • Event identification
  • User stories for agile development
  • Use case briefs and usage narratives
  • The use case diagram

Practice Session
Examine a hypothetical but realistic business and one of its emergent projects. You'll work in a small group to practice determining whether the use case approach is appropriate, identifying the use cases using the actor/goal identification method, and writing user stories and use case briefs for the case project. You will also practice diagramming the actors and the use cases.
 

Section III. Documenting Requirements with Use Cases
At some point, we must document the use cases and requirements discovered during the requirements elicitation process. This section of the workshop focuses on how to apply the knowledge you already have to writing better use cases. It also examines more complex aspects of uses cases, including includes and extends relationships and use case linking on larger systems.

  • The use case preamble: the big picture
  • Describing the normal course (i.e., main success scenario)
  • Identifying and describing extension scenarios
  • Identifying includes (sub-function use cases) and extends relationships (extension use cases)
  • Linking uses cases for larger or more complex systems

Practice Session
You'll work with your team to write a fully dressed use case for our case project, including a preamble, the main success scenario, and the extension scenarios. You'll also have a chance to write an included (or sub-function) use case and an extension use case.

Section IV. Improving Use Case Quality
As with most aspects of system development, the quality of downstream work products (design elements, test plans, etc.) depends directly upon the quality of the use cases. During this part of the workshop, we will apply standards for quality to our use cases and requirements and look at some proven ways to prevent common problems. We'll also explore how to derive maximum benefit from reviews throughout the life cycle.

  • Characteristics of well-written use cases
  • Recognizing common problems with use cases
  • Avoiding use case traps and pitfalls: advice and examples
  • Validating use cases through reviews and inspections

Practice Session
Your team will review another team's use case using a quality checklist. You'll then have the opportunity to refine your own team's use case based on feedback from another team.

Section V. Use Cases and Other Requirements
Merely writing use cases is not sufficient for capturing all project requirements. While desired user functionality yields a major set of project requirements, experienced analysts know there are also non-functional aspects of the desired system that must be identified and captured. In this section, we will examine ways to derive other typical requirements from use cases and how to identify constraints on the solution design. In addition, we'll explore how use cases not only trace back to one or more business requirements, but also how they trace forward through the development life cycle to design and testing.

  • Deriving non-functional requirements: business rules, data definitions, interfaces, and quality attributes
  • Relating use cases to other requirements
  • Identifying design constraints
  • Documenting requirements and use case traceability

Practice Session
Your team will work together to derive and capture non-functional requirements from the use case your team has already refined. Then your instructor will work with the class to develop and document traceability between the requirements and the use cases for our course project.
 

Section VI. Use Cases and Testing
One of the most powerful aspects of the use case approach is its improvement in test procedure development. Well-written use cases directly impact the outcome of the very portion of the life cycle most likely to suffer when time is of the essence. Here, we'll look at how use cases can help identify test cases early in the life cycle. Next, we'll examine an example use case and its associated test plan side-by-side. Finally, we'll discuss how use of automated tools can reduce not only testing time, but also the time required to produce the test procedures.

  • Benefits of early test case development
  • Relating use cases to test cases
  • Automated tools: reducing test procedure development time and testing time

Demonstration
Your instructor will demonstrate the use of a popular automated use case documentation tool and will then use it to develop a partial set of test procedures for our case project.
 

Section VII. Use Cases and Design Elements
Once we have the use cases developed, we can use them as a basis for discovering the elements needed for the design and development of the solution. In this section, we'll learn how to find typical design elements such as screens, messages, and dialog boxes, creating another layer of detail (sometimes called a "system use case").

  • What are design elements?
  • The relationship between a use case and design elements
  • Functional decomposition for finding design elements
  • Specifying design elements from a use case
  • Validating requirements from user stories, use cases, and interface design

Practice Session
With your team, you'll analyze the use case you've already written to identify and specify required design elements. With your instructor, prototype an interface design for a use case from our case project and use it to validate the requirements.

Agile for Product Owners

Part 1: The Necessity for Change

Gain an overall understanding of why effective focus on dealing with change is important.

  1. VUCA: Volatility, Uncertainty, Complexity, and Ambiguity
  2. Leading Change – Your role as a change agent
  3. The Cynefin Model of Complexity – Urgency for change
  4. Deming's 14 Points
  5. Agile and Waterfall comparison

Part 2: Mindset and Manifesto

Learn why mindset change is needed and how the Agile Manifesto is the shift needed.

  1. How an Agile transformation starts with a mindset change
  2. Explaining the Agile Values
  3. The 3 focus areas represented by the Agile Principles

Part 3: Agile Frameworks

Where Lean and Kanban fit in the Agile spectrum which leads to the Scrum framework and XP practices.

  1. Principles of Lean and the 8 wastes of software development
  2. Mapping your Value Stream
  3. Key ideas in Kanban

Part 4: Team Concepts

Identifying high performance in teams and different kinds of organizational teams, including distributed ones.

  1. What are the characteristics of high performance?
  2. Five kinds of organizational teams
  3. Distributed teams and challenges with distribution

Part 5: Scrum and Its Roles

Learn where Scrum came from and the key roles on a Scrum team.

  1. Agile/Scrum history and the essence of Scrum
  2. The Scrum framework
  3. The Stakeholder/Customer
  4. Scrum Master’s key responsibilities
  5. The Development team’s responsibilities
  6. The role of QA
  7. The Management role
  8. What is a Product Owner and the PO Role/Challenges?
  9. Agile Leadership

Part 6: Agile Project Planning

Understanding the Agile planning approach, key ways to convey project vision, and the use of user roles and personas.

  1. The Levels of Agile Planning
  2. Elevator Pitches, Project Charters, Themes, and Roadmaps
  3. User Roles and Personas

Part 7: Agile Backlog and Stories

Understanding the use of stories and approaches to defining story maps and story splitting.

  1. Critical documentation concepts
  2. Product and Sprint Backlogs
  3. User Stories and Story Patterns
  4. Epics and their breakdown
  5. Story “Smells”
  6. Story Mapping and Splitting

Part 8: Acceptance Criteria and Prioritization

Writing good acceptance criteria and using them for story decomposition. Understanding technical stories and technical debt in support of Development teams. Using various prioritization approaches and risk management approaches.

  1. Why Acceptance Criteria are important and writing them.
  2. Technical Stories and Technical Debt
  3. Prioritization approaches and Cost of Delay considerations
  4. Why projects go beyond their reasonable end
  5. Risk Management techniques

Part 9: Estimation

How traditional estimation can go wrong and the relative estimation approach used in Agile, including estimation approaches such as Poker Planning and Affinity Estimation. How story estimation can lead to release planning.

  1. What are the challenges with traditional estimation?
  2. Agile’s relative estimation approach
  3. Poker Planning
  4. Affinity Estimation
  5. Agile Release Planning

Part 10: Sprint Execution

The Product Owner roles in Sprint Planning, Daily Meetings, Sprint Reviews, and the Sprint Retrospective.

  1. Sprint planning and story refinement
  2. Sprint execution: the daily meeting and XP practices
  3. Basic Sprint metrics tools
  4. Metrics implementation advice
  5. Sprint Review for product improvement and evolution
  6. Sprint Retrospective for team/process improvement and evolution

Part 11: Agile Scaling Methods

A look at three key scaling approaches: Scrum of Scrums, SAFe, and LeSS.

  1. Basic Scrum scaling with Scrum of Scrums
  2. Comprehensive scaling using the Scaled Agile Framework (SAFe)
  3. Large Scale Scrum as a scaling approach