Changes in design can either be tightly or loosely coupled to changes in scope. In general, you can’t change one without changing the other. This is how I think of design and scope. Others think of them differently.
Few people intentionally change the scope of a project. Design changes, however, are usually intentional and frequent. They are also usually small relative to the overall project design so their effect on scope and progress can go unnoticed.
Nonetheless, small design changes are additive. Accumulate enough of them and it becomes apparent that scope has been affected. Few people recognize what has happened until it’s too late. A successive string of “little UI tweaks,” a “simple” addition to handle another file format that turned out to be not-so-simple to implement, a feature request slipped in by a senior executive to please a super important client – changes like this incrementally and adversely impact the delivery team’s performance.
Scope changes primarily impact the amount of Work to Do (Figure 1). Of course, Scope changes impact other parts of the system, too. The extent depends on the size of the Scope change and how management responds to the change in Scope. Do they push out the Deadline? Do they Hire Talent?
The effect of Design Changes on the system are more immediate and significant. Progress slows down while the system works to understand and respond to the Design Changes. As with Scope, the effect will depend on the extent of the Design Changes introduced into the system. The amount of Work to Do will increase. The development team will need to switch focus to study the changes (Task Switching. ) If other teams are dependent on completion of prior work or are waiting for the new changes, Overlap and Concurrence will increase. To incorporate the changes mid-project, there will likely be Technical Debt incurred in order to keep the project on schedule. And if the design impacts work already completed or in progress, there will be an increase in the amount of Rework to Do for the areas impacted by the Design Changes.
Perhaps the most important secondary consequence of uncontrolled design changes is the effect on morale. Development teams love a good challenge and solving problems. But this only has a positive effect on morale if the goal posts don’t change much. If the end is perpetually just over the next hill, morale begins to suffer. This hit to morale usually happens much quicker than most managers realize.
It is better to push off non-critical design changes to a future release. This very act often serves as a clear demonstration to development teams that management is actively working to control scope and can have a positive effect on the team’s morale, even if they are under a heavy workload.
In his book, “Crossing the Chasm,” Geoffrey Moore offers a template of sorts for crafting a product vision:
For (target customer)
Who (statement of the need or opportunity)
The (product name) is a (product category)
That (key benefit, problem-solving capability, or compelling reason to buy)
Unlike (primary competitive alternative, internal or external)
Our product/solution (statement of primary differentiation or key feature set)
To help wire this in, the following guided exercise can be helpful. Consider the following product vision statement for a fictitious software program, Checkwriter 1.0:
For the bill-paying member of the family who also uses a home PC
Who is tired fo filling out the same old checks month after month
Checkwriter is a home finance program for the PC
That automatically creates and tracks all your check-writing.
UnlikeManaging Your Money, a financial analysis package,
Our product/solution is optimized specifically for home bill-paying.
Ask the team to raise their hand when an item on the following list of potential features does not fit the product/solution vision and to keep it up unless they hear an item that they feel does fit the product/solution vision. By doing this, the team is being asked, “At what point does the feature list begin to move outside the boundaries suggested by the product vision?” Most hands should go up around item #4 or #5. All hands should be up by #9. A facilitated discussion related to the transition between “fits vision” and “doesn’t fit vision” is often quite effective after this brief exercise.
Logon to bank checking account
Synchronize checking data
Generate reconciliation reports
Send and receive email
Create and manage personal budget
Manage customer contacts
Display tutorial videos
Display the local weather forecast for the next 5 days
It should be clear that one or more of the later items on the list do not belong in Checkwriter 1.0. This is how product visions work. They provide a filter through which potential features can be run during the life of the project to determine if they are inside or outside the project’s scope of work. As powerful as this is, the product vision will only catch the larger features that threaten the project work scope. To catch the finer grain threats to scope creep, a product road map needs to be defined by the product owner.
I hear this (or some version) more frequently in recent years than in past:
Agile is all about changing requirements at anytime during a project, even at the very end.
I attribute the increased frequency to the increased popularity of Agile methods and practices.
That the “Responding to change over following a plan” Agile Manifesto value is cherry picked so frequently is probably due to a couple of factors:
It’s human nature for a person to resist being cornered into doing something they don’t want to do. So this value gets them out of performing a task.
The person doesn’t understand the problem or doesn’t have a solution. So this value buys them time to figure out how to solve the problem. Once they do have a solution, well, it’s time to change the design or the requirements to fit the solution. This reason isn’t necessary bad unless it’s the de facto solution strategy.
The intent behind the “Responding to change” value, and the way successful Agile is practiced, does not allow for constant and unending change. Taken to it’s logical conclusion, nothing would ever be completed and certainly nothing would ever be released to the market.
I’m not going to rehash the importance of the preposition in the value statement. Any need to explain the relativity implied by it’s use has become a useful signal for me to spend my energies elsewhere. But for those who are not challenged by the grammar, I’d like to say a few thing about how to know when change is appropriate and when it’s important to follow a plan.
The key is recognizing and tracking decision points. With traditional project management, decisions are built-in to the project plan. Every possible bit of work is defined and laid out on a Gantt chart, like the steel rails of a train track. Deviation from this path would be actively discouraged, if it were considered at all.
Using an Agile process, decision points that consider possible changes in direction are built into the process – daily scrums, sprint planning, backlog refinement, reviews and demonstrations at the end of sprints and releases, retrospectives, acceptance criteria, definitions of done, continuous integration – these all reflect deliberate opportunities in the process to evaluate progress and determine whether any changes need to be made. These are all activities that represent decisions or agreements to lock in work definitions for short periods of time.
For example, at sprint planning, a decision is made to complete a block of work in a specified period of time – often two weeks. After that, the work is reviewed and decisions are made as to whether or not that work satisfies the sprint goal and, by extension, the product vision. At this point, the product definition is specifically opened up for feedback from the stakeholders and any proposed changes are discussed. Except under unique circumstances, changes are not introduced mid-sprint and the teams stick to the plan.
Undoing decisions or agreements only happens if there is supporting information, such as technical infeasibility or a significant market shift. Undoing decisions and agreements doesn’t happen just because “Agile is all about changing requirements.” Agile supports changing requirements when there is good reason to do so, irrespective of the original plan. With traditional project management, it’s all about following the plan and change at any point is resisted.
This is the difference. With traditional project management, decisions are built-in to the project plan. With Agile they are adapted in.
I’ve been giving some more thought to the idea of “good enough” as one of the criteria for defining minimum viable/valuable products. I still stand by everything I wrote in my original “The Value of ‘Good Enough’” article. What’s different is that I’ve started to use the phrase “good enough for now.” Reason being, the phrase “good enough” seems to imply an end state. “Good enough” is an outcome. If it is early in a project, people generally have a problem with that. They have some version of an end state that is a significant mismatch with the “good enough” product today. The idea of settling for “good enough” at this point makes it difficult for them to know when to stop work on an interim phase and collect feedback.
“Good enough for now” implies there is more work to be done and the product isn’t in some sort of finished state that they’ll have to settle for. “Good enough for now” is a transitory state in the process. I’m finding that I can more easily gain agreement that a story is finished and get people to move forward to the next “good enough for now” by including the time qualifier.
Conceptually, the idea of a minimum viable product (MVP) is easy to grasp. Early in a project, it’s a deliverable that reflects some semblance to the final product such that it’s barely able to stand on it’s own without lots of hand-holding and explanation for the customer’s benefit. In short, it’s terrible, buggy, and unstable. By design, MVPs lack features that may eventually prove to be essential to the final product. And we deliberately show the MVP to the customer!
We do this because the MVP is the engine that turns the build-measure-learn feedback loop. The key here is the “learn” phase. The essential features to the final product are often unclear or even unknown early in a project. Furthermore, they are largely undefinable or unknowable without multiple iterations through the build-measure-learn feedback cycle with the customer early in the process.
So early MVPs aren’t very good. They’re also not very expensive. This, too, is by design because an MVP’s very raison d’être is to test the assumptions we make early on in a project. They are low budget experiments that follow from a simple strategy:
State the good faith assumptions about what the customer wants and needs.
Describe the tests the MVP will satisfy that are capable of measuring the MVP’s impact on the stated assumptions.
Build an MVP that tests the assumptions.
Evaluate the results.
If the assumptions are not stated and the tests are vague, the MVP will fail to achieve it’s purpose and will likely result in wasted effort.
The “product” in “minimum viable product” can be almost anything: a partial or early design flow, a wireframe, a collection of simulated email exchanges, the outline to a user guide, a static screen mock-up, a shell of screen panels with placeholder text that can nonetheless be navigated – anything that can be placed in front of a customer for feedback qualifies as an MVP. In other words, a sprint can contain multiple MVPs depending on the functional groups involved with the sprint and the maturity of the project. As the project progresses, the individual functional group MVPs will begin to integrate and converge on larger and more refined MVPs, each gaining in stability and quality.
MVPs are not an end unto themselves. They are tangible evidence of the development process in action. The practice of iteratively developing MVPs helps develop to skill of rapid evaluation and learning among product owners and agile delivery team members. A buggy, unstable, ugly, bloated, or poorly worded MVP is only a problem if it’s put forward as the final product. The driving goal behind iterative MVPs is not perfection, rather it is to support the process of learning what needs to be developed for the optimal solution that solves the customer’s problems.
“Unlike a prototype or concept test, an MVP is designed not just to answer product design or technical questions. Its goal is to test fundamental business hypotheses.” – Eric Ries, The Lean Startup
So how might product owners and Agile teams begin to get a handle on defining an MVP? There are several questions the product owner and team can ask of themselves, in light of the product backlog, that may help guide their focus and decisions. (Use of the following term “stakeholders” can mean company executives or external customers.)
Identify the likely set of stakeholders who will be attending the sprint review. What will these stakeholders need to see so that they can offer valuable feedback? What does the team need to show in order to spark the most valuable feedback from the stakeholders?
What expectations have been set for the stakeholders?
Is the distinction clear between what the stakeholders want vs what they need?
Is the distinction clear between high and low value? Is the design cart before the value horse?
What are the top two features or functions the stakeholders will be expecting to see? What value – to the stakeholders – will these features or functions deliver?
Will the identified features or functions provide long term value or do they risk generating significant rework down the road?
Are the identified features or functions leveraging code, content, or UI/UX reuse?
Recognizing an MVP – Less is More
Since an MVP can be almost anything, it is perhaps easier to begin any conversation about MVPs by touching on the elements missing from an MVP.
An MVP is not a quality product. Using any generally accepted definition of “quality” in the marketplace, an MVP will fail on all accounts. Well, on most accounts. The key is to consider relative quality. At the beginning of a sprint, the standards of quality for an MVP are framed by the sprint goals and objectives. If it meets those goals, the team has successfully created a quality MVP. If measured against the external marketplace or the quality expectations of the customer, the MVP will almost assuredly fail inspection.
Your MVPs will probably be ugly, especially at first. They will be missing features. They will be unstable. Build them anyway. Put them in front of the customer for feedback. Learn. And move on to the next MVP. Progressively, they will begin to converge on the final product that is of high quality in the eyes of the customer. MVPs are the stepping stones that get you across the development stream and to the other side where all is sunny, beautiful, and stable. (For more information on avoiding the trap of presupposing what a customer means by quality and value, see “The Value of ‘Good Enough’“)
An MVP is not permanent. Agile teams should expect to throw away several, maybe even many, MVPs on their way to the final product. If they aren’t, then it is probable they are not learning what they need to about what the customer actually wants. In this respect, waste can be a good, even important thing. The driving purpose of the MVP is to rapidly develop the team’s understanding of what the customer needs, the problems they are expecting to have solved, and the level of quality necessary to satisfy each of these goals.
MVPs are not the truth. They are experiments meant to get the team to the truth. By virtue of their low-quality, low-cost nature, MVPs quickly shake out the attributes to the solution the customer cares about and wants. The solid empirical foundation they provide is orders of magnitude more valuable to the Agile team than any amount of speculative strategy planning or theoretical posturing.
Any company interested in being successful, whether offering a product or service, promises quality to its customers. Those that don’t deliver, die away. Those that do, survive. Those that deliver quality consistently, thrive. Seems like easy math. But then, 1 + 1 = 2 seems like easy math until you struggle through the 350+ pages Whitehead and Russell1 spent on setting up the proof for this very equation. Add the subjective filters for evaluating “quality” and one is left with a measure that can be a challenge to define in any practical way.
Math aside, when it comes to quality, everyone “knows it when they see it,” usually in counterpoint to a decidedly non-quality experience with a product or service. The nature of quality is indeed chameleonic – durability, materials, style, engineering, timeliness, customer service, utility, aesthetics – the list of measures is nearly endless. Reading customer reviews can reveal a surprising array of criteria used to evaluate the quality for a single product.
The view from within the company, however, is even less clear. Businesses often believe they know quality when they see it. Yet that belief is often predicate on how the organization defines quality, not how their customers define quality. It is a definition that is frequently biased in ways that accentuate what the organization values, not necessarily what the customer values.
Organization leaders may define quality too high, such that their product or service can’t be priced competitively or delivered to the market in a timely manner. If the high quality niche is there, the business might succeed. If not, the business loses out to lower priced competitors that deliver products sooner and satisfy the customer’s criteria for quality (see Figure 1).
Certainly, there is a case that can be made for providing the highest quality possible and developing the business around that niche. For startups and new product development, this may not be be best place to start.
On the other end of the spectrum, businesses that fall short of customer expectations for quality suffer incremental, or in some cases catastrophic, reputation erosion. Repairing or rebuilding a reputation for quality in a competitive market is difficult, maybe even impossible (see Figure 2).
The process for defining quality on the company side of the equation, while difficult, is more or less deliberate. Not so on the customer side. Customers often don’t know what they mean by “quality” until they have an experience that fails to meet their unstated, or even unknown, expectations. Quality savvy companies, therefore, invest in understanding what their customers mean by “quality” and plan accordingly. Less guess work, more effort toward actual understanding.
Furthermore, looking to what the competition is doing may not be the best strategy. They may be guessing as well. It may very well be that the successful quality strategy isn’t down the path of adding more bells and whistles that market research and focus groups suggest customers want. Rather, it may be that improvements in existing features and services are more desirable.
Focus on being clear about whether or not potential customers value the offered solution and how they define value. When following an Agile approach to product development, leveraging minimum viable product definitions can help bring clarity to the effort. With customer-centric benchmarks for quality in hand, companies are better served by first defining quality in terms of “good enough” in the eyes of their customers and then setting the internal goal a little higher. This will maximize internal resources (usually time and money) and deliver a product or service that satisfies the customer’s idea of “quality.”
Case in point: Several months back, I was assembling several bar clamps and needed a set of cutting tools used to put the thread on the end of metal pipes – a somewhat exotic tool for a woodworker’s shop. Shopping around, I could easily drop $300 for a five star “professional” set or $35 for a set that was rated to be somewhat mediocre. I’ve gone high end on many of the tools in my shop, but in this case the $35 set was the best solution for my needs. Most of the negative reviews revolved around issues with durability after repeated use. My need was extremely limited and the “valuable and good enough” threshold was crossed at $35. The tool set performed perfectly and more than paid for itself when compared with the alternatives, whether that be a more expensive tool or my time to find a local shop to thread the pipes for me. This would not have been the case for a pipefitter or someone working in a machine shop.
By understanding where the “good enough and valuable” line is, project and organization leaders are in a better position to evaluate the benefits of incremental improvements to core products and services that don’t break the bank or burn out the people tasked with delivering the goods. Of course, determining what is “good enough” depends on the end goal. Sending a rover to Mars, “good enough” had better be as near to perfection as possible. Threading a dozen pipes for bar clamps used in a wood shop can be completed quite successful with low quality tools that are “good enough” to get the job done.
1Volume 1 of Principia Mathematica by Alfred North Whitehead and Bertrand Russell (Cambridge University Press, page 379). The proof was actually not completed until Volume 2.
Take a moment or two to gaze at the image below. What do you see?
Do you see white dots embedded within the grid connected by diagonal white lines? If you do, try and ignore them. Chances are, your brain won’t let you even though the white circles and diagonal lines don’t exist. Their “thereness” is created by the thin black lines. By carefully drawing a simple repetitive pattern of black lines, your brain has filled in the void and enhanced the image with white dots and diagonal white lines. You cannot not do this. This cognitive process is important to be aware of if you are a product owner because both your agile delivery team members and clients will run this program without fail.
Think of the black lines as the minimum viable product definition for one of your sprints. When shown to your team or your client, they will naturally fill the void for what’s next or what’s missing. Maybe as a statement, most likely as a question. But what if the product owner defined the minimum viable product further and presented, metaphorically, something like this:
By removing the white space from the original image there are fewer possibilities for your team and the client to explore. We’ve reduced their response to our proposed solution to a “yes” or “no” and in doing so have started moving down the path of near endless cycles of the product owner guessing what the client wants and the agile delivery team guessing what the product owner wants. Both the client and the team will grow increasingly frustrated at the lack of progress. Played out too long, the client is likely to doubt our skills and competency at finding a solution.
On the other hand, by strategically limiting the information presented in the minimum viable product (or effort, if you like) we invite the client and the agile delivery team to explore the white space. This will make them co-creators of the solution and more fully invested in its success. Since they co-created the solution, they are much more likely to view the solution as brilliant, perfect, and the shiniest of shiny objects.
I can’t remember where I heard or read this, but in the first image the idea is that the black lines are you talking and the white spaces are you listening.
Following from the Agile Manifesto value that is the title of this post, Principle #2 may be the most mis-interpreted and misunderstood principle among the set of twelve. Teams frequently behave as if this principle was prefaced with the word “always.”
Constantly shifting requirements leads to a frustrating and unsatisfying environment in which to work. It feeds burn-out and loss of morale. The satisfaction of a job well done depends on the opportunity to actually finish the job, no matter how small. Consider the effects on a finish carpenter who has just spent several days installing and trimming a full set of kitchen cabinets when the homeowner declares they want to change the kitchen design such that all those new cabinets will need to be ripped out and work begun on a new design. Or a film editor who has just worked 21 days straight to pare down an hour’s worth of video to fit into 7 minutes only to learn the scene has to be re-shot from scratch in order to match a change in the storyline.
Of course, the second principle does not state we should “always welcome changing requirements.” Nor does anyone I know claim that it does. But that doesn’t stop people from behaving as if it did. The rationale offered for agreeing to change requests from the stakeholders may be “We’re an agile shop and agile welcomes changing requirements” when, in fact, the change was agreed to because the product owner didn’t challenge the value of the change or make clear the consequences to the stakeholders. Or the original design was, and remains, needlessly ambiguous. Or the stakeholders have changed without renegotiating the contract or working agreements. Or any number of reasons that are conveniently masked with “welcoming changing requirements.” At some point, welcoming changing requirements is about as attractive as welcoming a rabid dog into the house. This won’t end well.
So, what kind of change is the Agile Manifesto referring to? There are several key scenarios that embody the need for flexibility around requirements.
The change that results from periods of deliberate design, such as during design sprints.
The change that is driven by the lessons learned from exploration and prototyping. If it is understood that the work being “completed” is for the purposes of testing a hypothesis and the expectation is that the work will most likely be thrown away, there can still be a great deal of satisfaction derived from the effort as the actual deliverable wasn’t working software, but the lessons from the experiment (usually in the form of a wireframe or prototype.)
So what is it that locks out the option for additional change? It’s a simple event, really. A decision is made.
Each of these scenarios where adapting to lessons and discovery is essential nonetheless end in a decision, a leverage point from which progress can be made toward a final deliverable. Each of these decisions can themselves form the basis of a series of experiments which, depending on the eventual outcome, may change. Often, a single decision point may look good but when several decisions are evaluated together they may suggest a new direction and therefore impact the requirements. If the cumulative insight from a series of decisions results in the need to change direction, that shift is usually more substantial and on the scale of a project plan pivot rather than a simple response to a single change in a single requirement. The need to pivot cannot reliably be revealed if the underlying decisions do not coalesce into some sort of stable understanding of the emerging design.
Changing requirements cannot go on indefinitely or a final product will never be delivered. Accepting change for the sake of change is what gets teams into trouble.
Much like the forces on evolution, there will always be some external force that seeks to change the project requirements so that the delivered product can be stronger, faster, better, taller, smarter, etc. This must be countered by clear definitions of “minimum viable” and “good enough” relative to what the customer is expecting.
In addition, product owners would serve their teams well by vigorously challenging any proposed changes to the requirements.
What is the source of the change?
Is it random change or triggered by some agent that does not announce its arrival ahead of time?
Was the change in requirements a surprise? If so, why was it a surprise?
Will this (or something like it) happen again? With what frequency? At what probability?