Agile UX – Collaborative Chartering

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
  • Marketing
  • Development Team (s)
  • Subject matter experts

Plan

  • 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.

Facilitate

Welcome participants, review session goals and agenda then go

  1. Name the feature/project
  2. Identify desired time frame for delivery
  3. Capture vision statement or “elevator pitch”
  4. 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?
  5. Identify success metrics
    • We’ll know we have succeeded when…
  6. Map the community  or team
    • Name
    • Roles
    • Allocation (%)
  7. 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?
  8. 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.