Category Archives: Product Management

The trap of ‘the 18 month roadmap’

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Yes, I know what some of you product purists will be thinking. But this isn’t a snarky post about how stakeholders want Gantt charts really. It’s more about how easy it is to become accidentally stupid and switch into ‘feature team’ mode, even if you’ve been doing this for a really long time.

As mentioned two posts ago, I’ve largely handed over my Head of Product role to my Civil Servant successor. They’re doing a great job, and I need to give them the space to do it without feeling overlooked – and to do it the way they need to. I didn’t get everything right, because I was setting up a profession at scale for the first time, and in some places it’s a good opportunity to fix some lumpy corners. Meanwhile, I’m being kept on until the end of December doing what was referred to in the 90s as “special projects” – keeping me busy and around until the end of my contract in case something crops up that needs my memory.

The thing that’s keeping me busy is setting up a new multidisciplinary leadership team that sits across several of our products which were previously a bit siloed.

We’ve got a companies/contacts/interactions/events database platform thing; we’ve got a data analysis/visualisation platform; we’ve got some quite specific workflows around particular types of triage; we’ve got ticketing systems; we’ve got a public-facing platform (great.gov.uk) that does data capture; we’ve got bulk email tools; we’ve got a SaaS event management platform; there’s a suite of marketing tools etc etc. All of these things are part of what you might call “CRM”, but they’re not necessarily seamlessly integrated for our users – and we probably send staff around the houses between teams a bit more than we should when they’re asking us how to get something done. And so sometimes stakeholder say “perhaps we should just go and buy [insert any major CRM vendor here]”.

So we’re creating (for a while) a CRM Leadership function, that’s taking a holistic look at all these journeys – through the lenses of data, design, business, product, architecture etc. We’ve also got a CRM subject matter expert on the team, who’s worked with all the big off-the-shelf tools, to make sure we’re not doubling down on our in-house builds unnecessarily.

The team was formed about six weeks ago, and I spent the first while trying to define and refine and priorities our OKRs.

  • We’re having to define what CRM means at DIT.
  • We’re having to build a roadmap that sits across all those products
  • We need to help shape each team’s missions for Q4
  • We might get into defining what we most need to learn from trialling any COTS solution
  • We also hope we can do a bit of “showing what good looks like” when working on complicated cross-portfolio and cross-product work.

We need to do the roadmapping work in consultation with the individual teams of course. We want them to truly own their problems, and feel empowered to solve them in the best way possible. They’ve also got people on their teams who know what’s possible these days – whereas I still really only think in old-skool relational databases. So that means trying to follow the Netflix model of “leading by context”. Not defining the solution, but making sure teams know enough about what matters that they can’t do something completely leftfield.

The teams also truly know their users and working patterns, fragmented as they are across the UK and the globe, so are best placed to know whether any new process ideas are likely to land…as well as being able to quickly and cheaply test the ideas behind them.

And, of course, they already have their own roadmaps – for the next quarter or two. Some of which was based on really good user insight.

But the catch in the second of my key results was something quite specific. It wasn’t just “a roadmap”. It was “an eighteen month roadmap”. As I mentioned in the title of this post.

So why do they want that? Isn’t that just a Gantt chart?

Well, yes and no.

You see, there are some understandable worries about the way I’d normally be doing this – which is how I regularly advocate for people to do it when training. I love the “now, next, later” roadmap format. I love Roman Pichler’s goal-oriented roadmap. But I can also understand the concerns of people who’ve previously been burned by MoSCoW prioritisation when working with traditional IT suppliers – that you might as well assume anything that isn’t in your Must list just isn’t going to happen, so you put everything in Must. Similarly, I can see how a roadmap like this can be read as “now, probably next, never”. Particularly when priorities change and there are a lot of stakeholders you had to tell about it – some people might miss the memo and that erodes trust.

So the challenge is to create a roadmap that’s more of an 18-month-long worked example – given that things will undoubtedly change, and teams will be making decisions about this long after I’m gone. They’ll also be finding out some of my assumptions were wrong or based on sketchy inputs, long after I’m gone, and that has to be an integral part of the process. But that also needs to be part of the playback to our stakeholders as well – this is not a commitment, this is the first iteration of a joint process.

But a roadmap like this involves hard choices. There are some vocal user groups who have problems – but fixing those isn’t necessarily the most urgently valuable thing to be doing now. There are software changes we could make that *we* think would be hugely impactful, but there’s nobody in the wider organisation that can do the process change needed. There are also things we could do which would be hugely valuable (and which both our users and stakeholders ask for), but because a set of suppliers all did things differently before they were inhoused, and key decisions about a converged process haven’t been made yet, sow were are blocked. And of course, there are features we’ve built that sit underused/misunderstood, or where we find out during research that people are using the same word to mean different things – or represent completely different mental concepts.

So the roadmap we create today is a symptom of that context.

I’ve spent a lot of the last week looking at the things we could be working on, and documenting two things:

  • what I think the value/priority is, and the questions I think we need to be asking next to be more sure
  • writing down the underlying principles that led me to those decisions, so that we can update the roadmap if they change.

I’m due to present this roadmap to our SMT in a few days time, and the introduction is going to be quite a few slides of “the context as I see it, and therefore the underlying principles that emerge”. I’ll be talking about the readiness of various transformation programmes, the levels of business ownership around known pain points, capacity constraints around must-do technical tasks like migrations etc. This is also going to lead into some prioritisation principles like:

  • Build things for people who can make change happen
  • Developers are expensive, so if users are complaining about a missing feature that already exists, then comms about intended use should be tried first
  • Backoffice staff having to retype things *is* annoying and wasteful, but given development constraints and the bigger goal of economic prosperity we should concentrate on making sure our staff working face-to-face have everything they need to to focus their work…unless the backoffice processes are blocking that.

As I seek feedback, I’ll find out that some of the landscape is wrong and I’ll have to replan. As I talk through the principles I’ll realise that they need to change.

But late last night, as I was thinking about all these artefacts I’ve created to support my first draft of an eighteen month roadmap (slightly against my will), the penny dropped.

I’ve written a product strategy.

How long have I been doing this job? How did I not spot this?

But someone asked me for an 18 month roadmap, and I blindly got on with it, and didn’t spot that actually we needed a product strategy, with a candidate roadmap to come out of it.

Be careful about the words your stakeholders use. They can lead you into all sorts of traps, and approaching problems from completely the wrong end.

(Of course it may be that I’d still have had to do all this work anyway, and I would have been Totally Making Up my product principles if I hadn’t been staring at those really specific prioritisation tradeoffs, but anyway.)

Update:

I realised that some of the choices the teams and I were trying to make were hard because we weren’t aligned around the overall context. I could see the value in solving the problems they saw their users dealing with. There was a lot of junior people doing quite a lot of retyping. But, given some of the big strategy documents I’d been reading, that didn’t feel urgent. That fixing this user problem, but delaying a bigger goal, might not be seen as the right tradeoff.

To fix this, I created a set of ‘even over’ statements to discuss with the team. Things like:

  • We will support our workforce to make the most of their face-to-face contact with companies because that is what will have the most economic impact, even over reducing the back-office admin that we know feels unnecessary for a few more months.

The team might tell me I’m wrong about some of these. The wider stakeholders might say “no, actually, efficiency savings are key”. But at least we’ll get clarity.

I’m also trying to make sure we live by Janna Bastow’s maxim that “your roadmap is a prototype of your product strategy”. We’ll find out how right the strategy is by looking at the roadmap, and vice versa. And we’ll user test the product strategy with everyone from end users to senior stakeholders. Whenever something doesn’t look right, either in a goal or feature people were/weren’t expecting, or in one of our principles – we’ll then work out as a team which thing we need to go back and change. It’s a great way to make the thinking explicit – and fallible.

An Approach to People and Succession Planning

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Vacancies are weird things. They sit their on your org chart, and you keep trying to find the right people to go into them, but recruitment remains hard and so you tend to prioritise the (thankfully few) leavers you’ve got and the key initiatives that really need a dedicated person.

Of course, your profession is not alone in this. If you were to hire a product person, you know there probably wouldn’t be enough developers for them to have a meaningful team. Maybe there aren’t quite enough designers or user researchers either. And so, over time, your aspirations for the work you’re trying to do kind of shrink to fit what’s in front of you right now and who you’ve got. You organically manage to start new things, but it’s a bit of a squeeze, and sometimes feels like you’re artificially splitting an existing team in order to enable the new initative.

Where I work we’ve got a lot of people in ‘Senior Product Manager’ roles. They’re all on their own career journeys of course, and developing in different areas – and working on a wide variety of projects. But it’s always felt a little fragile that we only had senior staff – and weren’t developing a pipeline of new, more junior, product managers. However, this does mean you have to have problems that are right for more junior staff to work on – the right sorts of stakeholders, the right level of risk, the right balance of strategic and tactical user research needed. And for a long time I didn’t think we had those ‘to hand’. Which meant the problem slightly persisted: our senior folks were busy on big problems, in a fast moving environment, and scoping out something nicely doable by a more junior PM felt kept slipping down the to-do list.

It takes something of a crisis to make you rethink a situation like this. To say “we need to take a bigger look”. And in my case, the crisis was that – over the course of about a week – I realised I was looking at the arrival of potentially four new Senior Product Managers within the next few months, who’d all need something meaningful to do. Especially as they were proper civil servants, not contractors.

That was going to take some pretty radical thinking. I couldn’t just reorganise a few contractors. After all, some of them had very specific domain knowledge , or the products they were working on would be out of active development by time the civil servant got up to speed.

So I created two tools to help with this:

  • A map
  • A gameboard

Sadly, showing you any of this is going to be really tricky, but hopefully I can walk you through what I did.

The Map

I started by thinking about all the things people had ever asked us to work on. Initially I mapped them out as tiny yellow postits on my desk. And then I tried to connect them to what the problem was that we were trying to solve. I also started adding in any looming crises, migrations, technology issues, or known pain points. This enabled me to start forming some interesting clusters: for example “how do we better triage clients” and “how do we determine eligibility” and “we need to replace our ticketing platform” all felt like very related problems – probably one person’s job.

But now I’d said that this was probably one person’s job, I had to decide what sort of person.

I realised my map needed a vertical axis – how senior the person needed to be in order to solve the problem.

Fixing the way we take inbound queries, deciding if they get digital or personal support, and routing that to the right person – that’s definitely something for one of our most senior Senior Product Managers. A proper gnarly problem, technical and policy issues, stakeholders in different directorates etc. Job done, yes? Sadly not.

The only catch was that they couldn’t start on it yet. Some of that work is blocked by a higher-up problem: getting standardisation on the business processes in this area. And the initial mustering of stakeholders and leading them to agreement around the need for change is something only a Lead PM really has the skills to organise.

Meanwhile, if we want to divert some of those users to more online support – keeping face-to-face contact focused on the most valuable businesses – then someone needs to be creating the content journeys for that. Which is definitely something a normal PM could be doing – assuming a different Senior PM had engaged with their stakeholders and set out what that content was. And that might in turn unblock some opportunities for an Associate PM to look at optimising content or discovery features. So I could also look at all the other things we might meaningfully get junior people to learn from – if only someone was empowered to shape that work.

And all this is full of moving targets. There are platforms we suspect we’ll have to migrate from in about a year’s time, including changing our hosting provider away from GOV.UK PaaS. Some of those might mean thinking about ‘how we design and measure campaigns to make them more effective at driving online traffic to a wider variety of our services’ – which would allow a more junior person to look at ‘executing a specific campaign well’, but also depends on ‘defining our offer and candidate journey for each user groups’.

I realised three things at this point:

  1. I was building a vast network of problems and problem clusters, with a vertical axis based on seniority – covering things we were doing, might have to do, and couldn’t do yet.
  2. How I chose to cluster the problems was a pretty key decision, with implications on a lot of other team topologies
  3. I was going to need something more than postits on a sheet of A3 if I was going to keep track of all this

So I started building this network in Invision, using the connection tools to keep track of links between my postits as I moved around the clusters, and decided how senior those clusters were.

I can’t show you the detailed diagram (although I plan to ask) but you can see the overall shape of it here:

Yeah, sorry, it’s super fuzzy.

The grey boxes are “nouns” or tasks. We do have some ‘just do it’ things, or where we’re pretty sure that we know the most likely approach, and that’s part of the setup. But we can give them context by tying them back to the overall problem a product person can ask – the white boxes.

You can also see the dependencies mapped between them in the arrows. Sometimes I even found circular loops that I had to break.

And you can see the vertical hierarchy of where I thought we might have work for PMs or APMs…if we had the time to unblock it.

There are also annotations around whether things are product problems or service owner problems, opportunities to empower junior staff, where things are critical, or where we might have skills gaps/other blockers.

I showed this to someone the other day and they described it as “the org chart”. But it’s not. It’s a map of all the org charts we could potentially ever have – if we had all the people we could ever need. But we don’t have all those people – so we have to be strategic about where we focus. We need to make sure that our leads know where seniors will depend on them to create clarity once they arrive, and seniors need to know the questions that matter if we’re imminently going to be bringing in PMs to work on smaller product problems. So having created this map of all the possible options, we need step 2.

The ‘game board’

I don’t mean that this is a game. It’s deadly serious. But having worked in interactive entertainment, I know that shaping the way you explore the problem is critical. You need a toolkit that shows you the moves you’re able to make, and which ones you can’t. You need to simplify the map to make tangible and meaningful choices. So thinking about these things like you were designing a boardgame is a useful approach.

Going back to my original problem: I potentially have four new senior product managers starting, and I need to work out what they’re going to do.

Based on my bigger map, I can now pick a subset of ‘senior PM’ problems that are either in progress, ready, or (with the correct Lead PM focus) could become ready within the next two months. I can lay those out in powerpoint slide as a similar but simplified map – and save it as a template. (I’m paranoid, I’m even going to duplicate it and turn on “hide slide” to stop me breaking it by accident)

I can then look at all the people I’ve got available – their strengths and interests – and put them on the side of that map against their grade. I can now try out all sorts of combinations, just cloning the slide each time. The title of the slide says what factors I’m considering.

I can look at future options – where do we need person x to be developing, and what problems could we have ready for them in a year? Again, it’s just a cloned slide and some comments to say what I’m thinking. Possible long-term flight risks if we’re not able to keep challenging them? The same.

I can then sift the most useful options for how the ‘game board’ plays out to work for our people and the problems – and start talking to others about it. Could the Leads get these things ready in time? What happens if that contract gets extended? Would that allow us to focus key staff on something more valuable?

Net result

By mapping out all your problem spaces, seeing how they cluster together, what blocks them, what they unblock, and what level of seniority each problem cluster needs, you’re in a position to start looking at possible futures for your product function and team topologies. You can choose the areas of focus from within this set of options, and match them to the work you think would be most valuable for your people to be doing next.

The editorial temptation to add “quickly” into that previous paragraph was quite strong. It’s not quick. This is quite hard work, you’ll need to block out time for it, and come back to it repeatedly – both to validate it when you make your first plans, and when you come back to check how the landscape has moved.

But I found this such a useful approach that I thought these initial steps – and particlarly hat it’s a two-stage process brought on by a crisis I hope none of you face – might help kickstart your own ways of thinking about it.

Do please let me know what you think in the comments!