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Roman Pichler is an agile product management and Scrum expert. He is the author of the book "Agile Product Management with Scrum" and writes a popular blog for product owners and product managers. Roman is a DZone MVB and is not an employee of DZone and has posted 37 posts at DZone. You can read more from them at their website. View Full User Profile

Agile Product Planning: Vision, Strategy, and Tactics

04.15.2013
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Product planning is just as important in an agile context as it is in a traditional setting. Unfortunately, some product owners focus so much on the product details and the tactical level that other planning aspects are neglected. But writing the right user stories and creating the right user interface design is difficult, if we haven’t thought about the product strategy; and choosing the right strategy is hard if we don’t have a vision of what we want to achieve.

The Planning Levels

Agile product planning comprises three levels: vision, product strategy, and tactics. The vision is the overarching goal, the product strategy the path to the vision, and the tactics are the steps along the way, as the following diagram illustrates:

The level of detail increases, as we move down from the vision to the tactics: Whereas the vision is typically captured by a brief statement, the strategy communicates different aspects including the market or market segment targeted, the product price and the channels, and the product’s unique selling points (USP’s). The tactics go further by describing the product details employing, for instance, user stories, design sketches, scenarios, and storyboards, as the following picture shows:

The Vision

Product planning starts with creating a vision: an overarching, shared goal that guides people. A sample vision from my own company is: “Grow Pichler Consulting without increasing headcount.” This vision may not sound mega exciting but it is very helpful for my team and me: It guides our work and focuses our efforts. Note that the sample vision doesn’t mention a specific product or service. It rather states a business goal. How the goal is realised is captured in the product strategy.

The Product Strategy

The product strategy is the path chosen to realise the vision. Without a strategy, making the right decisions about the product details is difficult: the functionality, the design, and the non-functional properties the product should exhibit. Having a strategy in place also prevents me from getting lost in the details.

I find it helpful to capture the target group, the needs addressed, the key features of the product, and the desired business benefits in the product strategy. But you may want to add the product price, the channels, the main competitors, and other important business model elements to characterise your strategy more comprehensively.

As the strategy is a path to the vision, it may turn out to be wrong. This is particularly likely when a new product is created. Changing the strategy is also called a pivot. My strategy for growing Pichler Consulting, for instance, is to develop an e-learning course. If I discover that the course is unlikely to be successful, I may change the strategy and write a new book instead. While the strategy may turn out to be wrong, the vision should still be valid.

The Product Tactics

The product tactics describe the product details: the product functionality, the user interaction, and the user interface design. Great techniques to capture these aspects are epics and ready stories, scenarios, design sketches and mock-ups, constraint stories, and sprint goals. New product features are best delivered incrementally so we can learn from the feedback we collect. I use blog posts, for instance, to create the material for my e-learning course. This allows me to learn from the feedback I receive, and to validate my strategy and the product details.

Product Planning Tools

I prefer to use the agile product planning tools shown in the picture below:

For new or innovative products, I employ the Product Vision Board and the Business Model Canvas. The former helps me capture my vision and the key elements of the product strategy; the latter helps me describe additional aspects including price and channels. To capture the details, I use the Product Canvas. The canvas allows me to work with personas, epics, scenarios and storyboards, design sketches and mock-ups, constraint stories, sprint goals, and ready stories.

For incremental product updates, I like to employ a goal-oriented or theme-based product roadmap in order to capture the product strategy. I normally use a traditional product backlog to describe the product details.

Summary

Creating successful products requires more than attention to the product details. Ensure you have a shared in vision in place, and choose a strategy that guides you towards the vision. Use early feedback to validate if you are on the right path, if your strategy is valid. Let the product strategy help you decide what your product should look like and do.

You can learn more about agile product planning and creating a powerful vision and product strategy by attending my Agile Product Management training course.

Published at DZone with permission of Roman Pichler, author and DZone MVB. (source)

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