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Inception Cheat Sheet

The document outlines the phases and goals of an inception process to develop a common understanding and plan for a new project. It includes the following phases: pre-planning, business and project context, technical visioning, estimation and planning, and wrapup and showcase. Each phase has defined goals and example activities to understand requirements, solution options, estimates, and next steps to develop an initial project plan.

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Antonny Jaramillo
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81 views

Inception Cheat Sheet

The document outlines the phases and goals of an inception process to develop a common understanding and plan for a new project. It includes the following phases: pre-planning, business and project context, technical visioning, estimation and planning, and wrapup and showcase. Each phase has defined goals and example activities to understand requirements, solution options, estimates, and next steps to develop an initial project plan.

Uploaded by

Antonny Jaramillo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Inception Cheat-Sheet Overall Goals

• Ensure common understanding of vision • Decide on architectural approach • Develop a release plan

Business & Project Product Technical Estimation & Wrapup &


Pre-Planning
Context Solutioning Visioning Planning Showcase
(2 – 5 days) (3 - 5 days) (1 – 3 days) (3 – 5 days) (1 – 2 days)

• Be prepared to • Understand business • Understand business we • Understand technical • Understand the size of the • Verify your plan (internal &
conduct an effective
Phase Goals

problem to be solved, are solving the problem constraints/risks solution external)


inception high level vision for • Determine best initial • Drive out RAID’s • Ensure understanding
• Ensure expectations • Understanding/agree on • Understand who will be architecture for the solution • Create a plan that utilizes • Plan for next steps
are set scope and priorities using the system • Establish enough design to collected info and manages • Close off the inception
• Understand org context • Understand how the enable estimation known risks as much as
system will solve the • Understand Continuous possible
business problem Delivery capabilities & goals

• Client pre-meeting • Kickoff • Business process • Analyze current state arch • Relative size estimation • Deal Review
• Staffing • Sponsor speaks mapping • Constraint discussion • Spiking • Sponsor preview
• Team pre-meeting • Identify initial risks/gaps in • Roles & goals • Pull in SME’s if necessary • Velocity planning • Inception deck
Activities

• Agenda/Schedule understanding • Personas • Spiking • Prioritizaton • Final Showcase


creation • Validating: vision, goals, • Scenarios/User Journeys • Identify tools & 3rd party • Adaptive planning
objectives, scope • Story identification products • Staffing models
• Agree on priorities • CFR Identification • Decide on high level • Project Constraints
• Success criteria technical approach
• Non Development
• Stakeholder mapping Planning
• Constraints • Release Planning

• Goals vs Features
• Sponsor homework • Hopes & Concerns • Continuous Delivery • Planning Poker
• As-Is/To-Be Process Maturity Model
• Speedboat exercise • Wideband-Delphi
modeling Assessment
• Product in a box estimation
Exercises

• Contextual Inquiry • Value Stream Mapping –


• Elevator pitch • Min-Likely-Max
• Value stream mapping deployment, process, etc.
• RAIDs • Minimally Viable Product
• Pain point analysis (MVP)
• Tradeoff sliders • Empathy Mapping • MoSCoW prioritization
• Futurespective/Postcard • Story Tree Mapping • Velocity planning game
• Stakeholder Mapping • Complexity, Completeness, • Tradeoff Sliders
Volatility
• Lo-Fi Prototyping

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