By Chris Lukassen & Sjoerd Kranendonk, originally published on Scrum.org
By now, most organizations are using Scrum, however, many of them feel like the agility of their organization has degraded, and they might be right! Often, using Scrum starts out as a way to improve development efforts coordinated within an IT division or department, but that is not the most effective organization structure to potentially get maximum benefit from Scrum. Inclusive Scrum is about looking at the full value chain and organizing your Product development effort around that. Whereas low agility Scrum might actually hurt your agility.
Most of the time this means your Scrum Teams are exclusively made up of members of the IT department.
Sound familiar? As a result many in “the business” just shrug when you mention Scrum, to them little has changed. Apart from teams making more noise and a ludicrous of wall decoration in the shape of self adhesive colorful square pieces paper, little has changed.
Many teams we’ve worked with have struggled with the role and place of UX (User Experience) in Scrum. When should UX work take place? Where should the UX specialist be involved? In Sprint? As part of Product Backlog Refinement? Should the UX-specialist be part of the ‘design sub-team’ working a sprint ahead to make sure the Backlog is continually refined (together with the business analyst and a shared architect)? This ‘seperate team’ pattern results in the ‘delivery sub-team’ being reduced to axe-grinding, code-wielding backlog lumberjacks (programmers & testers), do we want this? Or could the UX specialist be part of a self-organizing Scrum Team, as part of the Development Team, working closely with their development co-teamies, a Product Owner (if present) and Stakeholders?
As with any other part of the product development process, we should try to apply the UX tools of the trade just-in-time and with just-enough detail depending on the situation. Some research work will be part of Product Backlog Refinement, while more detailed Ux-development will be conducted in close concert with actual technical development and i.e. A/B validation can take place during the in-Sprint testing phase (or as soon after Sprint end as possible).
Let’s look at 3 approaches to research UX requirements
A common scenario is where UX research is done outside of the Scrum Team, or at least outside of the Development Team. UX experts engage with (potential) customers to discover why they should be using the product. What “job” is the product hired to do? These engagements often reveal interesting insights in the world of the user, recurring patterns, filters, assumptions and biases. This type of research is done by talking to the customers or even better; observing customers to build empathy and really engage in their perspective.
By separating the UX research from the implementation, most of this “warm”, experiential information gets lost in translation during the handover. By compressing several days of interaction and observation into a Backlog Refinement or capturing it in written documentation, this loss is inevitable. Even worse, when this information sits in the Backlog for a longer period of time until it is acted upon, the data has turned stale and possibly is no longer the most accurate description of the customer’s needs. Through these handovers and longer time between research and implementation, this approach has a very low ability to adapt or profit from emerging insights.
The Sprint Review has UX as a stakeholder to provide feedback to the Scrum Team on how they interpreted their findings and analysis of customer needs. Based on the Product Increment shown, the UX specialist can design and conduct further research that feeds back in the Product Backlog for at least one Sprint later. The distance between initial research and (UX) feedback is about 3–4 Sprints at a minimum hence fidelity & quality are low. The focus is mostly on how much the current Product Increment is different from what the user actually wants/needs.
Much of the waste of handovers can be reduced if research done by members of Scrum Team. The fewer the handovers, the closer to actual development in both time and communication distance. Still, the separation of development and research leads to small handovers and wait times for instance with extra questions and emerging insights.
Sprint Review is with real users providing feedback on slightly adapted versions of test designs and recent interpretations of their previous responses. Distance between initial research and user feedback is at least one Sprint, mostly two or more. Fidelity is ok. Focus is mostly on refining the Product Backlog to increase usability and value based on the working product.
As we say in Dutch, ‘zit dicht op de bal’ (keep the ball close). This means that not only can the actual development team be involved in the research, potentially the research is part of actual development, so the subjects (stakeholders) partaking in the research are on-hand in the Sprint and emerging insights can immediately be retested or collaborated on as they pop up. No handovers and little to no wait time when adapting from emerging insights.
Sprint Review is with real users working on innovations and improvements in unrealized value, since the features delivered have already (partially) been proven to fit customer needs and adjusted during development. Distance between research and user feedback is between a day and a few Sprints. Mostly within one Sprint. Fidelity is high as adjustments to better fit user needs were mostly already made within the Sprint. Focus is almost exclusively on next steps.
Scrum doesn’t solve your problem, or as Ken Schwaber once explained: “Scrum is like your mother in-law; very good in pointing out your mistakes.” Many organizations feel like Scrum slowed them down, because it exposes problems that have long been hidden. By applying an “Inclusive Scrum” mindset, the whole of the system — including UX — is optimized for complex work, not just the development.
How is your team doing? Where can you start the discussion around better collaboration and improving flow & quality? Do you need help? Let us know in the comments!
This article is a collaboration effort. It was conspired, developed and written by Chris Lukassen & Sjoerd Kranendonk, two Professional Scrum Trainers with a love for great products and the people developing them. In our work we often encounter organizations and teams that struggle with Scrum as a value maximization framework. Mostly this boils down to Scrum Teams being sub-optimally aligned with the actual Product and parts of the process still being done in a waterfall mindset. If this sounds familiar, please feel free to comment below or contact us and we will be glad to help.
Originally published at sjoerdly.com.