Although many businesses follow agile practices, they don’t realize the true benefits of an agile culture and unwittingly fall into routine at the expense of collaboration.
A good UX Designer can help get a team back on track by establishing a shared vision or “Collaborative Charter”. Created with any agile team, the charter can do the following:
- Identify direction and purpose
- Build loyalty through involvement
- Inspire enthusiasm and encourage commitment
- Set standards of excellence that reflects high ideals and a sense of integrity
- Bring meaning to the work
- Mobilize the team to action
Use the following guide to plan and run effective Collaborative Charter workshops…
Invite the right people
Be sure to include key representatives from…
- Product (Owner/Manager)
- Documentation & Training
- Development Team (s)
- Subject matter experts
- Identify a date and time that does not conflict current sprints or releases.
- Time box the workshop. Collaborative chartering should go fast.
- Send invites with goals and agenda for the workshop so team members can come ready to participate.
Welcome participants, review session goals and agenda then go
- Name the feature/project
- Identify desired time frame for delivery
- Capture vision statement or “elevator pitch”
- Identify goals
- What will the business gain from the project?
- How will this project improve the product?
- What value are we creating for the users?
- Can we pay down technical debt?
- Are there…
- Technology goals?
- Social (community) goals?
- Process or practices goals?
- Identify success metrics
- We’ll know we have succeeded when…
- Map the community or team
- Allocation (%)
- Identify strengths and challenges of the project
- PROS – What do we have going for us on this project?
- CONS – What could slow down or derail the project?
- Outline cadence (timeline)
- Starting when?
- Activities (ideation, research, design, development)?
- Size and number of possible sprints?
- Rough timeline?
Stay on task. Resist problem solving. Remember, the goal of the workshop is to establish a shared vision, not design the solution.