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all right well we have this little internal newsletter that ostensibly is supposed to keep

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us informed on things which is nice i really like it because we have the the editor he's got such a

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nice smiling face you get to see his face every now and then steven there i always think like

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like the job of an airline newsletter an airline magazine editor must be nice it's fun right like

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you get to be in the back seat pocket it's kind of the equivalent of that anyways so i emailed you

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guest because uh you had one of the little featurettes in there that i thought was interesting

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aligned with a lot of stuff that comes up why don't you introduce yourself sure thanks so my

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name is joanna beltowska i'm based out of the new york office and what i do at labs is that i head up

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the product management practice and i wrote this thing about planning uh in in agile environments

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right and how that's uh often something that people have a misimpression around that these two things

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don't go together but i'm making the case that they indeed do um and they do so terrifically

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if you do it the right way yeah i i was i was just uh uh doing sort of a practice run of a talk i've

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been putting together about like uh what what's the deal with devops and enterprise architects

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um which i'm probably something you've encountered and and the uh in doing that uh you know and and

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also like looking over your stuff you kind of realize that the i don't know the early wizards of

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agile we're sort of like i don't ever want you to say the word planning again like like and and of

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course there's some inherent new way of doing it but the idea of uh having a long-term anything

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that uh might restrict you has never really been uh i don't know a very well-supported notion in

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doing agile oriented things which which you know tell me tell me if you experience this but like based on

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on the uh i don't know you might call it the world doesn't seem very helpful right like like i always

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figure i always figure it's like it's fine if what you're trying to do is try to figure out like what

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color your hot dog and your augmented reality thing should be like you know you're just surviving

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quarter to quarter and trying to make sure facebook doesn't crush you uh which is a lot more reactive

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but i don't know if you're like selling insurance you probably have some long-term plans but um i mean

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what's been your experience of like working at someone who's uh at a in an organization that says

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like crazy agile is pivotal labs and then you're like hey i have the word strategy and vision on a

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slide that decomposes down to a backlog like how did you come to caring about road mapping

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yeah so i guess um there are two two things i i've i've heard the most often when it comes to

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planning one is um we need to have a plan where's the plan right uh all this agile stuff seems so

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uncertain and and we can't take it seriously because we're a serious business doing serious work and you

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need to have a plan for that so that's one side and that's often what we hear from our clients who

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come from these environments or plans are super important for a number of really good reasons

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um and that's often where they struggle the most um when it comes to adopting agile methodologies how

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how how how do we uh take this thing seriously when um no one can tell us when this feature is going to be

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ready for us when this app is going to be ready to launch yeah that's one side the other side is

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you know we are the agile team we um understand how important it is to have flexibility to be able to

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learn about and respond to change and we don't want to be bogged down by these plans that um you know

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truly these these contracts um forcing us to to deliver against a specific scope by a certain time

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by a certain budget right there's no flexibility in that so you have these two two sides that are

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are in true opposition with with one another yeah you know that second one well well to to as as i like

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to do to reword everything you just said to agree emphatically with you like i think uh you know the

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first one is like oh we're enterprise we wear big boy pants so like don't bring your little short

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pants to us and like things like that which which is fine i mean that's a good reaction to change

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right like i remember uh i remember when i was i was i i use food analogies too much but i remember

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when i was aging becoming more mature it was like oh being a vegan that sounds terrible but i'll

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consider it right like like it's just this crazy idea you've never considered that is contrary to

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how you think that uh i don't know that you encounter and and then there you go right and then

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you're like tempeh how do you how do you actually cook tofu like they do in a restaurant so it tastes

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good this is a difficult challenge i don't think anyone challenges your entire world view exactly i

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don't think anyone's ever solved that in the home kitchen but whatever um but then the second thing

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i think as as um you know in the past few years and as as i was like reading over some of your stuff

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i think that's one of the more intriguing notions because it is i think i think i think implicit in

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that is this this idea this sort of like judoing of stuff of like well sometimes a long-term plan

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is a not only a barrier that you need to get over as an agile oriented team but often it's an actual

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deliverable like you actually have stakeholders and it should be treated i lose track of functional

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versus quality features versus like stick figures and all that stuff but like it's actually a requirement

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for you or a story it's a feature of that needs to be delivered on and so like if you think about it

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like that and then equally budget and planning and timing and everything that it's sort of not that

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big of a deal unless the deliverable purely becomes as as as you call it output instead of an outcome

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but um yeah it's a good it's a very comforting reframing of all of that that that you and other

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people are doing in it of like what what if we went back to the agile manifesto and we were like

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well we value long-term planning if that's the deliverable or whatever

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and yeah yeah yeah i guess i i don't know i i don't agree that that should be the deliverable

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right um and that is one of those mind shifts that can be so difficult for uh any organization to make

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as they try to become more more agile right so yep uh if we just step away from that buzzword for a

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second what does that mean well it it means being able to to um learn about things as they change

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which they always do right um the environment in which most companies operate today is is changing

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so quickly um but it doesn't make sense to try to plan ahead for a very long time because those plans

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are going to change and so when you're putting too much emphasis on the plans that deliverable

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you're missing that bigger picture of you know who are we trying to serve here what are their needs

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uh what is our competition up to what new technologies are out there that we could leverage

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that is the really important stuff it's the focus should be on the results that you're trying to

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create the change that you're trying to make in the world um and not you know on on creating that

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perfect plan which is any which is going to be um irrelevant pretty quickly anyway right unless you keep

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updating it so that it actually matches uh the current state of the world and what you know about it today

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so uh you know it's always dangerous to speak outside of an industry uh i understand but

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i would assume in in other industries it's sort of like um long-term planning is sometimes good and

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sometimes bad but there would be situation the reason you would have long-term planning i would

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assume or that it's possible to be more bottoms up is you have sort of a standardized process of

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things that you're doing and you're looking to optimize it right like like we we build a widget

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let's safely hide it under an ambiguously named three-dimensional object but we build a widget

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and we don't really vary the widget very much and so we optimize the construction of it and to some

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extent never minding drones and the threat of amazon and stuff which kind of proves the the point that

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we'll get to like then we also have to get the widget from the factory to the person we're selling

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it to whose hands so we've got the logistics of doing it and we can optimize that like don't ever make

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left turns or whatever other fantasy of delivery you encounter right uh and and so you're optimizing

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these things and they stay static and i would imagine your long-term planning for like marketing and

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sales that's a lot more agile because that changes all the time um but we in the software world

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we're always like uh slightly precocious about it and we're like well software is very different

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right like these rules don't apply and so you know i don't always hear this very much so i'm curious what

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your answer is but like and you alluding to it but how is software different like what is what is the

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nature of software that that thus that like an epiphany isn't just like don't make left turns and then do

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that for five years like what what's the nature of software that you you can you can not only worry

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about long-term planning you can get the benefits of short-term planning yeah well so that's um

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that's exactly it right i think you alluded to it it's it's the cost of change and speed of change

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right so um the planning models that most enterprises um have adopted and and are utilizing today are based

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on traditional manufacturing right so you had your factory you were building your physical things you

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had an assembly line right so you were you were building machines or cars or you were making it

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and packaging i don't know soup right physical things um which are by nature very very different

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from anything that's virtual like an ios app right so um when we work on a physical thing as soon as it

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goes down that assembly line as soon as it's in the distribution chain it's very difficult if not

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possible to make any changes to it right so um if there's anything that you miss to think about

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or account for before that assembly line gets started you are taking on potentially tremendous risk

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and tremendous cost and and uh brand damage and you might upset customers and all the people that you

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have to work with to to get your um physical goods out there and into customers hands but software is

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you know if if you set it up right if you put the right processes in place it's actually easy to

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change it's easy to distribute and that's that's the assumption that we make around planning that we

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often don't realize to to to question right that uh virtual things are very different in terms of how

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they're distributed how they're changed the costs involved yeah so we can take very different types of

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risks when you build software exactly and that that's another like fun uh you know i i get i'm always

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leery of too many turns out sort of like malcolm gladwell types of revelations but it's sort of like

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it turns out this long-term planning was a constraint you had imposed on yourself right and and so if you

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look at the as you say like the agility of software you can remove that constraint and so it's not so

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much that like needing to have a gantt chart is the only way to live through life and these agile people

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are subversive it's just like that was a tool that you were forced to use because of all these problems

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because of all this risk yeah so there's no reason to saddle yourself with that when when you're

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dealing with as you say a uh a sort of virtual thing yeah and another important difference is that when

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you plan uh when you plan for for software virtual things um you you you want to optimize for learning

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you want to optimize for that change right you're assuming that change is inevitable it's going to

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happen so let's make the best of it let's let's you know try to let's accept it right it's going to be

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part of of our reality uh whereas that's that's not possible with physical things again because change

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is not always possible if it is it's extremely expensive um and time consuming and it can be

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really damaging to your company so when we work with physical things we plan for physical things we have

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to optimize for predictability and so we plan um in different ways right so physical things are often

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planned um in a phased way so someone initiates the the creation of the thing conceives of it

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um there's another phase of analysis of design of planning of building it of testing it of distributing

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it right so you have these very very long feedback loops and it's all about extracting uncertainty

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out of the process so you know exactly what is going to go down that assembly line but um with software

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because we do need to have that flexibility we can't we can't plan around outputs right around

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the actual manifestation of the thing that we're going to push out um we do want to plan around

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outcomes in this case so the actual goals that we want the piece of software to to to accomplish

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the results that we want to create and the way in which we get to those things is much more malleable

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meaning the actual features while important are not as important as why we're building the thing

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and again because of that cost of change being lower uh the feedback loops being shorter in terms of

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building the thing and distributing it when it's a virtual thing um software lends itself much much

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better to planning around outcomes and goals um whereas physical goods don't and and so so what are

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what are like some uh you know a handful of examples of what these outcomes are to distinguish them

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between outputs yep so outcomes can be things like um making our customers happier uh by making it easier for

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them to complete some sort of task um it could be things like um increasing productivity reducing cost

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increasing revenue so these are results consequences they're not they're not stuff like number of features

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that you ship uh or the size of the scope that you that you ship right so it all depends on who you're building the application for

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and what problems you're trying to solve for them and in their life or what desires you're trying to to satisfy for them

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right not every app is going to be solving for some some deep human problem like you know an instagram

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that's that's more of a uh you know a fun thing right it's not a not necessarily life-changing

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that's right um thing right um at least for you and me it sounds like maybe there's some people

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who uh have you come across this word called uh uh a planneded photo that that that's like it's it's a

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it's not i guess it's not a portman too but whatever you call that kind of word it's it's a it's a mixture

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of planned and candid and so it's the idea of like you're an instagram and you're like uh i think the

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associated thing is the uh husbands of instagram if you've ever seen that video where the husband

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always has to go way up on the catwalk to take a picture of out of a wide angle but uh i don't know

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anyhow uh yes i'm just putting in a joke there it's true the the hot dogs are only meaningful to a

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subset of people not the enterprises of the world so um uh since i interrupted you and broke up your

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train of thought i mean so like like like can you like like that well to be more direct there's there's

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there's one slide in some of your presentations or i've only seen one i guess so the one i've seen

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that i like which i kind of alluded to earlier which is the kind of four-part walk down from uh

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everyone's first favorite vision that's that's good stuff from uh vision to strategy to uh i actually

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forget what the third one is to backlog i guess it's planned or something yeah yeah the roadmap and so

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like yeah what is like like let's sort of take it for granted well i don't know maybe we shouldn't

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but like what are those four columns and and what i'm especially interested in is like how how something

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like increased customer satisfaction gets decomposed to for example uh we should have a reactive web

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page that as a user scrolls they don't have to click on a button to go to the next page like i don't

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know maybe that's a bad example but like how how is that process managed right like how like what's

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the the human interaction of like getting down to that point and realizing that you need to do that

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cool all right that's a lot of questions let's see if we can tackle them one at a time yeah you know i

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don't ask short questions uh yes that framework of vision strategy roadmap and backlog is is exactly

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that it's it's it's a framework for um thinking about planning um and defining um products right or

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really it doesn't just have to be products it can be services right anything really that you do

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as a company as an organization as a team um to create value for for for some group of people

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let's say right so it is it is a widely applicable um framework so the vision is is the starting point

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it's it should be a short inspirational ambitious uh motivational statement about the change that you

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want to create in the world right it's it's it's the idea um that's going to drive all of your decisions

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ultimately as a company as a product team as an ic on a team inside of a company

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um it's it is that shared focus and it is that motivation for for everything that you're doing

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so that that's that's really important starting points without that you know you're not going to

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have um necessarily the right focus as an organization um and it's going to cost you in terms of um you

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know miscommunication um waste um just people running around doing different things yeah having

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ideas about what matters being unaligned and and and hopefully won't won't like break your uh your

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your train of thought here but like first of all like who who sets that like what you know there there's

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this there's this metaphor i've been trying to use which is like you know we've all well anyone who's

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listening this we've all read like uppercase l lean manufacturing and it's like toyota figured

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out how to optimize this but like i always want to know like who decided to make looms

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and then who decided to make cars like who sets that initial who's the prime mover of all of this

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stuff that you know the strategy and everything yeah

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i mean it's gonna depend right a lot of times it's the person who starts the company or the people who

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start the company right they see an opportunity in the world um whether it's to to uh create something

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awesome that is gonna create a lot of benefits a lot of people or whether it's to um you know go out

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and make money there's those folks too right right so they come up with the idea of let's build a car

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let's build a loom um and hopefully that that does come with with some sense of purpose some sort of

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vision for for why this is going to be an amazing loom the best loom possible right uh and not just

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you know your run of the mill loom yeah no pun intended yeah you know i i i always think if there's

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some magical uh chart of starting a business the first question in the chart the decision tree is

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do you want to be in the check cashing business yep if yes easy money if no all right now the real

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questions begin uh but yeah no that i i think i mean that lines up with with uh the the helpful

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non-answer that you get is like i don't know you got to just decide on something right like someone

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someone has to figure out what it is you want to do or what you can do and if you're lucky

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you've already inherited what it is you're doing and your job is just to uh to optimize it so

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so then if you have that strong vision just just to to add a you know a couple more things that are

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really important if you don't have you have that vision that is what's going to motivate you through

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those long rolling nights of trying to start a new business right get something off of the ground

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it's going to help you find people that want to work with you and make this thing a real thing

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right so um it's it's it has all these other additional benefits it's you know it's people like

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to come together um around a shared goal around something that is going to create impact in the

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world and that is what the vision accomplish help can help you accomplish right and and then so the

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next step in your your magic slide is like the strategy step so what does that start to look

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like and who messes around with that and what's going on there so this is a master plan this is how

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you're going to uh make your vision real so it's a high level plan um if your vision spans you know

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say five plus years decades your vision your strategy takes that down now to a couple of years

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months or maybe even a few months depending right so um it might actually be good to share an example

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here so one of my favorite examples is tesla so tesla is a car company right but it's actually not so

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you know their their vision is not to to build uh necessarily the world's most amazing car their vision

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is to um help make energy sustainable right to to create sustainable energy sources in the world that's

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a vision and the car that they're building is a means of getting there so um elon musk actually

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does have this thing that he calls his master plan which is create a low volume car which is going to

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be expensive then use that money that we make off of selling that expensive car to develop a medium

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volume car at a lower price use that money to create a more affordable high volume car and then

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ultimately provide solar power power by developing these amazing batteries that these cars run off of

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yeah no that that's that's i'm always suspicious of like you know tech companies like uh that their walk

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down from that but that's a good one because usually ends up being the old mythical pants gnome thing

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but that one has a good a good progression of uh you've got this kind of somewhat audacious goal i mean

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sort of like practically audacious if you will and uh yeah that seems like a good bet of how you would

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practically in big gigantic picture ways get to that point right like yep like if you work backwards from

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there what are the how do we fuel this how do we fund it and then also what are the innovations that

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will be required to get to that point and then how can we mix those together so yeah no that that that

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makes sense and and i guess you can kind of imagine out in more uh uh pedestrian examples of like

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retailing and and maybe like even even when you know for whatever reason i use this example too much even

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like various types of insurance you could figure out similar strategies of how to get to some point

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right like maybe in the insurance business i mean this would sound crazy for insurance people but it's

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sort of like what if i just wanted to buy insurance for 10 minutes like maybe there's a way to work back

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to how you would get to that point of like this spot insurance stuff which um i don't know that would

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seem to like make actuaries heads blow up if you mess with like a annual or a longer term for for the

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gamble of insurance but there must be some way of getting there yeah and it would make you stand out

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right and you'll be able to build a business around that so so then so then you get to well first of

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all so so vision you know you can represent that uh you know verbally or in a really a really wordy

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plaque on a wall somewhere right like so that that's fine but like how do you how do you both see

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in in good ways and maybe bad ways how do you see and sort of recommend people like uh document their

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strategy like what uh do they need one of these six page bezosian memos with 20 pages of appendix to

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it or like is it good in a powerpoint or like how do you how do you set that down in stone so to speak

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yeah i would say you know try to keep it try to keep it simple because it's not if it's not simple

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people are not going to get it and people are not going to care and people are not going to know that

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it exists right so these things do typically live in these very very long powerpoints um that not

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everyone has access to but just write it up on a wall keep it close to a team right um

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when you have town halls and and get together to talk about what different teams are up to and where

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the company's headed share those vision statements and strategies out and just keep them really simple

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and short right a vision statement shouldn't be more than two or three sentences long um a strategy

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statement can just be a list of bullet points yes it can also be you know a very long document

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a lot of detail and analysis and that context is sometimes uh necessary um but

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yeah i guess i would say try to try to at least get to one version of these things that is so

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simple and easy to understand that anyone can access it and get it and internalize it and understand why

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these things matter right and feel inspired by them right like your tesla one's a good example of that

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right and and and so like also also at the strategy stage and and i have like way too much interest in

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this because for a couple years i worked in the corporate strategy group and stuff so uh there

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were many overly educated uh overly driven people who had theories about how you do strategy

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in the same way that a bunch of developers will like uh entertain themselves in off time discussing

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like different ways to do pagination like all the mbas will talk about how you determine strategy

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which is can be fun maybe anyways uh so so so like how i don't know how long do you think that phase

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takes and like what do you do do you just like call up bain and or i guess maybe labs and have them

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come in and use their summer interns to pump out like a 30 page document with the one pager for you or

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like what what are you seeing people are doing when they're figuring out that strategy or or to ask it

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another way what are they doing that's helpful downstream when it comes to making software

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around it yeah i mean i would say um these things need to be tested and validated um they aren't always

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right sometimes if you take the traditional approach you're gonna call up your favorite consultancy

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they're gonna spend months and months working on this thing wordsmithing it um and then hand it over to you

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i don't know if that it really is is the best way to spend your time and money right um you can come up

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with something that is much more um scrappy in a couple of days for a couple of weeks by talking to

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people by watching them interact with the world around them uh by seeing what else is out there and

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formulating a hypothesis about what the opportunity is to create something better whether it's you know a car

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or um a battery or or whatever else it might be um you know and put together some some simple

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essentially prototype of that write down your vision statement on a piece of paper and put it in front

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of people and see how they respond to it um same thing with with a strategy right identify your master

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plan um and try to start to implement it and see how it goes um i think you can make much more progress

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that way um in many cases than spending tons and tons of money and time um coming up with these things

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that feel incredibly robust and sound and look beautiful but haven't actually been tested um in a

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real sense yeah yeah yeah what one of the um back when i was doing strategy one of the uh what would you

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call him more firebrand and thus more unemployable persons that uh i worked with like he he was uh this

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was this was like at the apex of lean startup stuff and uh every single presentation he did it was just

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a reason to get to a slide that talked about lean startup stuff but but it does it does get to the

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point that you're saying is to to tell me if this seems right to summarize like your strategy should be

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testable and and by testable we also mean that if the test comes up negative that doesn't mean that

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you don't make your bonus that means that you go back and you get the chance to get it right and

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reformulate it again right and and so that would be a good smell if you will for the people who are

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overseeing strategy generation is like well how would i test this and then we don't need to know

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exactly what we would do next but like if it's successful then what and if the test isn't successful

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then what do we do and like yeah like i don't want to spend three months figuring out you know

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monte carloing out all the different simulations but like let's maybe spend a few hours on it

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just to like just like think out what the testable things are in it yep and this this goes back to

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something that we talked about earlier on earlier on in our conversation about predictability versus

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learning right um if you come up with a with a master plan and you start to test it and it's not

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working out that's not failure that's learning right it means that you have learned sooner and

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later that this thing is not working out this was not the right idea so let's try something different

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and it's not something that you should be punished for it's something that you should be rewarded for

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if anything right all right so we got this we got this good testable strategy we've all uh we've got

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we've been reading our lean startup book so much that the spines cracked and we're missing a few pages

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we set some coffee on it or kombucha or whatever and uh and then we're gonna make kind of like the uh

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i i think the crown jewel of the sort of theory you've you've worked on in this body of work the

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the roadmap right yes so what is this roadmap so now we're getting down to the actual timeline and

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tactics of how we're going to make our plan real right so um one one way that i try to explain this

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um in in the slides that you refer to is through this visualization of um you know imagine that you're

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standing in front of a mountain and your vision is to get beyond that mountain is to reach something

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that is at the other end of that mountain so how you intend to get over the mountain is your strategy

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you could climb it you could dig a hole under it you could walk around it you could drill a hole

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through it but that's your strategy that's the plan for how do you intend to to get across that

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mountain um and everything um what the mountain represents is everything that's in between

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all the barriers that are in your way so when we think about the roadmap it's the actual map that

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you're holding in your hands as you're standing at the foot of that mountain and you're looking up it

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and you're trying to to get a sense of what would it mean to to begin to climb this thing what do i

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have to pack we have to bring with me how many people are going to need to have with me what sort

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of skills and experiences do these people need how much food should we pack how should we get dressed

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for for this expedition so all that stuff is going to go into your roadmap and you're going to have a

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pretty good sense of what you need to do immediately because you've done a lot of research you have

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pretty good visibility into that initial phase of your journey but then after that things get a little

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bit more fuzzy right so again looking up the mountain you might see that there's a peak coming up but

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it's covered by clouds so you can make some guesses about what um the the the landscape is going to be

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like at that point of your journey but you still have to do a lot more research and you're just not

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going to know until you get closer to it so you have some initial ideas but you know that you can't

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create a good plan for for dealing with that part of your journey quite yet and then beyond that

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first peak you just have no visibility at all so you don't know what's coming up again you can make

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some initial guesses some high level guesses but you don't know exactly you need to do much more

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research and so um the idea behind an outcome oriented roadmap is the same we have a lot of visibility

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into the first leg of our work and after that things get fuzzier and fuzzier and we're not going to try

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to plan um too far into the future because things are going to change we're going to learn about new things

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the landscape is going to change so we're just going to plan as much as we have to um for now

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so so in the in the in the roadmap thing you're you're you're paying a lot of attention to uh what's

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going to be happening like week to week i guess sort of like challenges that you might encounter

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problems you're going to need to solve constraints that you'll have and as you say like coming up with

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tactics that that you would do i and and and i guess not only to like solve those problems but

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to like keep moving forward as it were right like what what how are we going to set things up so that

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we don't end up dead in the water like what are we what are we going to do so you know we we get lost

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in and i think in the software world down a hole of metaphors because our trade is like so new that

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we can't whatever the opposite of a metaphor literals like we can't speak literally about

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stuff very much but like it's sort of like if you're going to be on a old sailing ship thing

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your roadmap kind of might be like well we're probably going to have to spend two weeks going

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nowhere so we should bring some food right like like like we're going to need some plans and tactics

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to deal with the bumps and the stuff that we have and and you know what exactly we cook on day eight

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of being dead in the water we'll leave that up to the backlog but but as far as like knowing that we

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need to be ready and have a process for that like we need to roadmap this up to match our strategy of

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like i guess this is all like sometimes historically morally bankrupt but our strategy of expanding our

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empire so we can get more cheap resources to like fuel uh you know our 13 course edwardian meal but

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like you know and then then our vision of just living the life for the uh for the king but anyways it

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kind of maps all the way down to like one day the uh the gaunt chef is like cooking up some some fish

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in the galley there i guess but no no that makes it and then so i'm um i'm curious uh to try to

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retrieve myself from weird historic analogies uh like so what are some examples of what these

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roadmaps not only look like but like folks you've worked with like what are the roadmaps end up

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being like what are they oh you mean like what's the manifestation of the roadmap yeah like example

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examples of them um so i'm not sure if this is what you're looking for but typically the shapes that

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they take are stickies on a wall they can be a trello board they can be an excel sheet they can be a

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google doc they can be a powerpoint um and then there's tons and tons of different um apps out there

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that just help you put together a roadmap so just web apps that you sign into and you build a roadmap

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and then you can share with other people so that's what these things often end up looking like

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um then in terms of what you stick into them um there's a number of different ways of doing this

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um but i would say the most important components to account for are your time horizons so

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so what i was alluding to when i was talking about standing at the bottom of

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the mountain and looking at your roadmap or your actual piece of paper that helps you navigate this

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this this mountain um you want to split it up into different chunks of time so that can be um what

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we're going to do right now what we're going to do next what we're going to do in the future

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and you can assign to each of those time horizons you know a month a quarter i would say probably not

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longer than a quarter because you do need to have um decently short feedback loops to to um account

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for those changes that are going to happen right so you've got your time horizons um those are going

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to be your uh columns just to help folks visualize what this might look like and then um looking at

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the rows going down you want to have your desired outcomes or your goals right so um this is the

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equivalent of identifying milestones essentially how far up the mountain do you want to go

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during uh you know this first quarter or you know this first leg of our journey so you've got your

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you've got your goals your desired outcomes the results that you want to get to then you've got

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your barriers or problems to solve so why is this desired outcome that we're trying to get to not real

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yet what what do we have to work through to make it a real thing after that comes

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metrics super important because you need to close that feedback loop right how do we know that we've

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actually realized our goal how do we know that we are where we want to be and where we need to be

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you need some sort of um metric to to track your progress against that

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and then after that you've got your actual tactics so these are your features and your scope

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the actual stuff that you're going to do and the stuff that you're going to build

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and i would say those are the most important pieces and you can also expand your roadmap with

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other things that might be important to to your organization things like um which customer are we

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focused on now which persona are we focused on right now um what critical assumptions we have to test

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right what what do we still have to learn before uh we can assume all this other stuff in our current

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column to be um doing things that we have confidence in that we can act on yeah yeah yeah i mean that's

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that's sort of uh marveled with more of the uh the testability tactic which which which i think

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and and and and as with so much of this stuff right like like it also gives a um a more comforting

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bent to metrics right like kpis and metrics are always not very friendly

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from an individual standpoint but but it's almost like if you think of metrics as as the way that

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you're testing something and validating that something's happening and figuring out

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how well or poorly i mean the poorly parts the problem but you know figure out how things are going like

381
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it does it does make it more interesting also from the standpoint of just like producing this stuff of

382
00:37:48,660 --> 00:37:55,080
like you're uh you're architecting out a model like almost this uh sort of organism

383
00:37:55,080 --> 00:38:01,140
of like your ongoing work and like i don't know that's a lot more exciting than like a meko chart or

384
00:38:01,140 --> 00:38:06,380
something right like so so much so much like strategy stuff that i encounter and and you know planning and

385
00:38:06,380 --> 00:38:15,460
things like that um and i'm sure it's not all like this but it almost has this like uh boring sort of

386
00:38:15,460 --> 00:38:22,680
like uh this this boring arrogance which is sort of like if we do this profits will rise end of story

387
00:38:22,680 --> 00:38:27,160
yeah right it's it's not like it's not like the it's not like the question mark of the pants gnomes

388
00:38:27,160 --> 00:38:32,520
of like and so like how are we going to make sure this all works out well but so it seems a lot more

389
00:38:32,520 --> 00:38:38,240
entertaining yep yep yeah and you've got all these things together working as a system right they have

390
00:38:38,240 --> 00:38:43,660
to align with one another and they all help you um they all help you see how things are going

391
00:38:43,660 --> 00:38:48,280
anything to change anything right so it takes a lot of the guesswork out of building good products

392
00:38:48,280 --> 00:38:55,380
and solving real problems for real people hopefully so so then so then tactically one area i think that

393
00:38:55,380 --> 00:39:00,140
uh you know you have a paper on is or a little write-up whatever you want to call it uh is um

394
00:39:00,140 --> 00:39:04,900
is basically like so how do you run the the whiteboarding sessions where you kind of come up with this

395
00:39:04,900 --> 00:39:09,680
stuff and and like what what's always interesting about that is like i mean we've all actually

396
00:39:09,680 --> 00:39:15,620
you know we've all read uh the lean startup thing or like the five dysfunctions of teams and then we

397
00:39:15,620 --> 00:39:18,260
have a nice weekend and we go back to work and you're sort of in the room and you're

398
00:39:18,280 --> 00:39:23,840
like holy crap i actually have no idea what i should do right and and so like so like stuff

399
00:39:23,840 --> 00:39:27,680
like this is like good because it's tactically like all right you're in the room everyone's

400
00:39:27,680 --> 00:39:33,080
talked about what they did on the weekend they've got fresh coffee here's a marker go right so like

401
00:39:33,080 --> 00:39:36,820
like what uh how do you kind of bootstrap into that and what do you do in these sessions where

402
00:39:36,820 --> 00:39:42,380
you're trying to get to those swim lanes of things that you're going to be doing yep so it's probably

403
00:39:42,380 --> 00:39:48,500
going to be really hard and how it how it actually might happen is going to depend a lot on on your

404
00:39:48,500 --> 00:39:53,860
company right because as we again as we talked about before different people different layers of

405
00:39:53,860 --> 00:39:59,280
the organization might own these different pieces of that framework right the vision the strategy the

406
00:39:59,280 --> 00:40:07,120
roadmap and the backlog it's not always the product team owning all these things so um i would say a good

407
00:40:07,120 --> 00:40:14,720
starting point is get your team all together in a room and you want to make sure that you have people

408
00:40:14,720 --> 00:40:19,080
representing products that's your product manager product owner whatever that role is in your

409
00:40:19,080 --> 00:40:26,300
organization you also want to have people representing um the um the customer and the product design

410
00:40:26,300 --> 00:40:30,880
sometimes that can be the product manager product owner sometimes that is a product designer

411
00:40:30,880 --> 00:40:38,340
or your ux researcher and then you also need to have um engineering in the room right because these

412
00:40:38,340 --> 00:40:45,200
people together um tasked with making sure that the product is something that people want something

413
00:40:45,200 --> 00:40:51,460
that we can build and maintain and it's something that is going to help us um have a viable business

414
00:40:51,460 --> 00:40:57,540
around the product so those perspectives are all important and they have to come together to to inform

415
00:40:57,540 --> 00:41:05,680
the roadmap so you want to have those people in the room at a minimum and then you start by trying to

416
00:41:05,680 --> 00:41:12,740
articulate what the vision is and so what is this thing why should anyone care how is it helping our

417
00:41:12,740 --> 00:41:20,180
customers um solve whatever pain point that you might have how is it helping our company uh be more

418
00:41:20,180 --> 00:41:28,000
successful so you want to capture that then you want to capture your strategy again um it's about

419
00:41:28,000 --> 00:41:33,580
identifying that master plan and just going a little bit deeper into what that means it's about making

420
00:41:33,580 --> 00:41:38,000
a lot of different choices you want to think about who is our customer here right who do we want to

421
00:41:38,000 --> 00:41:42,380
potentially start with right we might have several people that want to serve through this product

422
00:41:42,380 --> 00:41:47,420
but maybe not at the same time are there specific markets that we care about whether it's a geography

423
00:41:47,420 --> 00:41:53,580
or a vertical um how do we think about pricing um what is going to make us different why should anyone

424
00:41:53,580 --> 00:41:58,860
pay attention to this thing that we want to create why would they pay for it and use it so you're trying

425
00:41:58,860 --> 00:42:08,160
to make all these choices about um how you're going to navigate the world um assuming that the team owns

426
00:42:08,160 --> 00:42:12,840
these pieces you know you're you're pretty much done with them and you want to go out and start testing

427
00:42:12,840 --> 00:42:19,620
them and implementing them and see see um how how they do when they meet uh when they contact with

428
00:42:19,620 --> 00:42:24,260
the real world um if these are things that are owned by someone else in the organization say

429
00:42:24,260 --> 00:42:30,660
a chief product officer or um someone at the director level you want to take them back

430
00:42:30,660 --> 00:42:34,180
to that person and just make sure that you've understood them correctly

431
00:42:34,180 --> 00:42:40,740
now you need to get that validation at least internally um in case someone else owns these pieces and is

432
00:42:40,740 --> 00:42:48,420
thinking about them and and so so yeah it's and and and just to like kind of uh bullet point it out it

433
00:42:48,420 --> 00:42:54,600
seems like uh like you know so you got you got this matrix well maybe we'll find a uh a version we can

434
00:42:54,600 --> 00:42:58,540
put in the show notes but you've got like your the outcomes that you want and then as you're saying

435
00:42:58,540 --> 00:43:03,920
the metrics that you're going to use to measure it by and then and then essentially like the features

436
00:43:03,920 --> 00:43:08,780
the thing right and i and i think i think i think you know in the document i've been looking at like

437
00:43:08,780 --> 00:43:13,800
retail on e-commerce as we used to call it is always a good example because yeah everyone's a user of

438
00:43:13,800 --> 00:43:18,580
e-commerce so you can understand it and you know there's there's the typical i guess there's there's

439
00:43:18,580 --> 00:43:23,760
a couple things at least represented in the example you have right there's uh uh are in order to

440
00:43:23,760 --> 00:43:28,340
well ultimately i don't know if this is vision or strategy but it's like we would like people to give

441
00:43:28,340 --> 00:43:32,480
us more money in exchange for things that are they're buying for it from us right like that would

442
00:43:32,480 --> 00:43:39,160
be cool right yeah yeah i mean i guess you could have optimization things like profit of like we

443
00:43:39,160 --> 00:43:44,500
would we would like to uh we need to have robots who pack things because then we can eliminate the

444
00:43:44,500 --> 00:43:49,720
cost of humans so but anyways let's put that aside uh the internal operation stuff but like you know

445
00:43:49,720 --> 00:43:55,000
you could say so like uh we have a we think that if people like saw more reviews of stuff and got

446
00:43:55,000 --> 00:43:59,960
more material on our site they would buy stuff from us so like let's have videos and reviews or

447
00:43:59,960 --> 00:44:07,240
whatever so there's like that category of like you could almost call it like uh juicing the the retail

448
00:44:07,240 --> 00:44:12,400
experience of deciding to buy something and then there's the other one the other annual favorite is

449
00:44:12,400 --> 00:44:17,820
you know too many abandoned shopping carts whether that's like opportunities or whatever and and i think

450
00:44:17,820 --> 00:44:23,180
you know in in the in the um the process that you have like it makes a lot of sense that you

451
00:44:23,180 --> 00:44:28,200
would these are the things we want to get to and so like like how would we measure that and how

452
00:44:28,200 --> 00:44:32,080
would we do that and and like it seems like the other thing about lean like the way you're going

453
00:44:32,080 --> 00:44:37,460
over it that i think is a lot different than how most organizations go about this is like

454
00:44:37,460 --> 00:44:41,760
to put it in snarky terms like it's probably a good idea to have the people who are going to be

455
00:44:41,760 --> 00:44:46,840
implementing this in the room too to tell you if you're if you're full of crap or not right

456
00:44:46,840 --> 00:44:52,060
so that is the product team right that i mentioned that's the pm or po the engineers designers

457
00:44:52,060 --> 00:44:57,760
um and if we just talk about this specific piece and a specific example with the desired outcomes and

458
00:44:57,760 --> 00:45:03,960
what we're actually going to build to make those things real um that collaboration um

459
00:45:03,960 --> 00:45:09,080
that might be a collaboration with some leadership in your organization right where they say

460
00:45:09,080 --> 00:45:17,640
our business goals this year are to increase revenue right to to um you know decrease whatever it is

461
00:45:17,640 --> 00:45:23,060
uh important metric that used to be decreased and then it's up it should be up to the product team

462
00:45:23,060 --> 00:45:26,880
to say okay let us go and do some research and try to understand what's going on here

463
00:45:26,880 --> 00:45:33,660
um how might we sell more right um is it that people are abandoning their carts too much is it that they

464
00:45:33,660 --> 00:45:40,340
can't find the checkout button is it that our product photos are so crappy that no one feels compelled to

465
00:45:40,340 --> 00:45:47,000
buy our stuff right um and once the product team has identified what is going on what's what are the

466
00:45:47,000 --> 00:45:53,340
potential problems here um they should be the ones who come up with the solutions and test the solutions

467
00:45:53,340 --> 00:46:00,000
yeah yeah no i mean and there's also like to use like a nasim talabian thing right it's sort of like

468
00:46:00,000 --> 00:46:07,980
you want as many people of those to have skin in the game right to to yes to benefit and not that we

469
00:46:07,980 --> 00:46:13,500
pivotal people would like this but to benefit and suffer to have all the great human motivations

470
00:46:13,500 --> 00:46:18,260
to make sure they're doing things well versus the kind of throw it over the wall long-term planning

471
00:46:18,260 --> 00:46:23,200
that you would see where someone's just like we should enter latvia as a market see you later

472
00:46:23,200 --> 00:46:30,160
right and and not really have the uh the consequences of if that was a good idea that thus drives doing

473
00:46:30,160 --> 00:46:36,080
all of the work needed to uh ongoing make sure it's panning out absolutely and when you empower your

474
00:46:36,080 --> 00:46:42,260
product team to do that work um you're going to move faster because you have these people you have

475
00:46:42,260 --> 00:46:48,860
you know at the very least um the designers but also typically the product managers often also the

476
00:46:48,860 --> 00:46:53,900
engineers talking to the actual end users and customers right so you have those conversations

477
00:46:53,900 --> 00:47:01,620
happening much more often at a much bigger volume than if you um have you know really senior people

478
00:47:01,620 --> 00:47:06,540
in your company dictating what the features should be right so you have much shorter feedback loops

479
00:47:06,540 --> 00:47:10,280
between the people building the product and the people that the product is intended for

480
00:47:10,280 --> 00:47:15,200
and you also have um so you're going to have many more data points you're going to have many more

481
00:47:15,200 --> 00:47:18,800
conversations many more observations of these people that you're building for which means they're going

482
00:47:18,800 --> 00:47:23,300
to understand them better you're going to empathize with their problems much better and you're going

483
00:47:23,300 --> 00:47:28,160
to come up with much better solutions yeah well well before we wrap up is there any uh vital thing

484
00:47:28,160 --> 00:47:32,700
we're leaving out i mean we left out the whole backlog thing but that's probably a whole other discussion

485
00:47:32,700 --> 00:47:38,520
but but like in in getting to that point uh you know from everything we've talked about where you

486
00:47:38,520 --> 00:47:44,220
actually do have a backlog and you're like all right let's open up the crazy you know roboto slab

487
00:47:44,220 --> 00:47:48,500
green on black screen and start coding this thing right like is there anything like we that

488
00:47:48,740 --> 00:47:55,700
that we're missing i think so one of the things that i uh feel the most passionate about in terms of

489
00:47:55,700 --> 00:48:02,140
shifting the way that we plan from outputs to to outcomes right or from having these long feature

490
00:48:02,140 --> 00:48:07,580
lists that someone has come up with to to actually empowering the team to solve their problems and

491
00:48:07,580 --> 00:48:15,040
come up with their own solutions is the idea of employee happiness right so i think anyone who works in

492
00:48:15,040 --> 00:48:20,960
software is really motivated by having an impact and when you're given a thing to build with very little

493
00:48:20,960 --> 00:48:26,620
context without understanding the big picture that's not super exciting it's not super motivating it's not

494
00:48:26,620 --> 00:48:32,260
super engaging you sort of just churn out these features but you don't really know to what end

495
00:48:32,260 --> 00:48:44,960
right um and if you actually share that context with teams if you get if you if you allow um engineers even

496
00:48:44,960 --> 00:48:52,400
to think about who is the user what how can we how can we do something for them that makes them happy or

497
00:48:52,400 --> 00:48:58,500
makes their life easier you're gonna get so much more out of out of your people uh you're gonna build much

498
00:48:58,500 --> 00:49:04,440
better products and you're gonna have much more motivated teams right people who stay with you

499
00:49:04,440 --> 00:49:10,880
longer who do better work um and who much who are much happier yeah i think that's that's something

500
00:49:10,880 --> 00:49:18,780
that um a lot of companies sometimes forget about um that you have all this pent-up creativity um

501
00:49:18,780 --> 00:49:24,380
in your people uh that you can let loose if you just give them a little bit more trust and empower

502
00:49:24,380 --> 00:49:30,280
them a little bit more yeah this is another one of those areas of like uh corporate mysticism

503
00:49:30,280 --> 00:49:36,740
that i that i think recently is being demystified and and i mean just that in in in the sense of it's

504
00:49:36,740 --> 00:49:42,960
sort of like uh without without as you as you went through the supporting facts for it sort of like

505
00:49:42,960 --> 00:49:47,800
you should have your people be happy it's sort of like yes and i i should also eat a low calorie diet

506
00:49:47,800 --> 00:49:52,440
right like i mean also all sorts of things i can shit all over the place and see what happens but like

507
00:49:52,440 --> 00:49:59,680
uh it is like like trying to be empathetic towards the uh or you know you know hack hack something out

508
00:49:59,680 --> 00:50:04,880
with sort of an empathetic sort of thing with the senior managers it's like well even the most

509
00:50:04,880 --> 00:50:10,340
devilish of y'all is motivated by money right and so your happiness is derived by increasing the share

510
00:50:10,340 --> 00:50:15,180
price and so that's what motivates you right like and if you weren't motivated by that you kind of

511
00:50:15,180 --> 00:50:20,140
intuitively know that you would do a crappy job right so that's that's what you're motivated by

512
00:50:20,140 --> 00:50:25,720
so think about like your staff all the way down the chain like they need some motivation to be happy

513
00:50:25,720 --> 00:50:30,300
and do what they want or you get like a new me plant situation right and so like yep you should

514
00:50:30,300 --> 00:50:36,540
figure out like like and it couples with another thing that i think uh i don't know us wacky agile

515
00:50:36,540 --> 00:50:41,620
people are kind of always going on about is like uh you know humans are pretty expensive valuable

516
00:50:41,620 --> 00:50:47,560
resources and you probably manage your paperclip supply more closely than you manage your humans

517
00:50:47,560 --> 00:50:53,440
so like maybe you should think about how you're managing and optimizing the humans because there's much

518
00:50:53,440 --> 00:50:57,960
they're much more confusing and difficult things to manage than paperclips but like

519
00:50:57,960 --> 00:51:03,500
the rewards and the risks are a lot huger than just like making sure you're optimizing the amount

520
00:51:03,500 --> 00:51:09,560
of paper that you have in your printers and in the building yeah and and a lot of times big organizations

521
00:51:09,560 --> 00:51:15,540
um manage your people closer but not necessarily better than they manage their paperclips right

522
00:51:15,540 --> 00:51:20,520
right because they have a lot of oversight yeah you have all these management chains uh you have like

523
00:51:20,520 --> 00:51:24,260
you'll have a line manager just that is sitting and sort of watching you over your shoulder right

524
00:51:24,260 --> 00:51:30,820
um and that is not the best way to go about it yeah yeah well great well thanks for coming on this

525
00:51:30,820 --> 00:51:35,240
this is good it's uh it's good to you know normally we cover just sort of like the straight up like more

526
00:51:35,240 --> 00:51:39,780
locky and infrastructure software stuff but it's good every now and then to resurface and see what

527
00:51:39,780 --> 00:51:45,220
the eloys are up to in in the uh the more the top of the stack so that's that's helpful and like i was

528
00:51:45,220 --> 00:51:50,560
saying at the beginning like uh yeah i think i think i think at least you know not only in my work

529
00:51:50,560 --> 00:51:56,260
at pivotal but my ongoing sort of like figuring out how to do software better like uh this is the thing

530
00:51:56,260 --> 00:52:00,760
that hasn't really been figured out is like so then if we go back up to whatever it is those business

531
00:52:00,760 --> 00:52:07,080
strategy people do that seems to always become a buzzsaw that we get severely cut on like like it

532
00:52:07,080 --> 00:52:12,440
kind of it's limiting our ability to like make the world better with software uh because people as as

533
00:52:12,440 --> 00:52:16,140
you were talking about at the earlier people just like they sort of like brain fart on it it doesn't

534
00:52:16,140 --> 00:52:21,740
really make sense for them so and it doesn't have to be that way yeah yeah yeah no it turns out i mean

535
00:52:21,740 --> 00:52:27,020
this is a little bit of whichever bias this is but like you can engineer this like you can engineer

536
00:52:27,020 --> 00:52:33,400
anything else yep yeah yep which uh it would be fun to like figure out one day things you can't

537
00:52:33,400 --> 00:52:38,980
engineer but i don't know maybe there isn't anything you can't engineer so if people want to uh i don't

538
00:52:38,980 --> 00:52:43,460
know follow up with you like online or whatever you got a you got a twitter account or uh anything you

539
00:52:43,460 --> 00:52:49,180
want to throw out there i do uh i am on the twitter uh my handle is j biltauska

540
00:52:49,180 --> 00:52:54,380
all right well i'll put that in the show notes uh you know you can probably search around for it and

541
00:52:54,380 --> 00:52:58,400
find it but uh but thanks again and with that this has been another episode of Pivotal Conversations

542
00:52:58,400 --> 00:53:03,360
if you want to get the most recent episodes the most quickly with the fancy little flash player and

543
00:53:03,360 --> 00:53:07,400
everything and see past ones and things like that you can go to soundcloud.com slash pivotal

544
00:53:07,400 --> 00:53:13,100
conversations and unlike this week when i've been too busy usually every thursday we formally post

545
00:53:13,100 --> 00:53:18,400
some show notes over at pivotal.io slash podcast and with that we'll see everyone next time bye

546
00:53:18,400 --> 00:53:18,680
Bye-bye.
