Planning is a powerful tool – but like all tools only when used properly. Like the old adage
I think those who’s professions are steeped in planning – many forms of management – tend to see this as the silver bullet. With genuine intent to solve problems, they start to plan away at the future.
Even a Developer is Tempted to Wheeled the Planning Hammer
Now I cannot blame them – I know when I started as a team lead, one of the things I wanted to do was to give the developers a stable environment – no more of projects being switch in and out under their noses. With my power plans I was going to be able to go to the powers that be and show them what my capacity would be so I could manage expectations etc etc etc..
But then a bit of reality set in.
After slogging over the product road map, and coming up with a cunning plan for the year - taking all the good things into account – deadlines , key man reliance, and cross skilling– someone made a change to the requirements… oh well just a quick adjustment here… and oh – yes I see that knock on… and that one… well basically I had to start from scratch…… ahh look a nice new shiny plan for the year…
“What!” - you want to make another change….. grrrrr…. slog slog slog.
I am sure you see ( recognise ? ) the pattern the emerged.
Lessons from the Hammer Blisters
What I took away from this quite quickly is simply this.. you can only plan for two things
Now
Next
Anything other than that you are wasting your time.
Really think about it. Unless you are in a very remarkable industry, what are the chances that what you are planning to do in 3 months is really going to be what you will be doing in 3 months ? ( 3 is an arbitrary value – pick one relative to your industry )
The real value of planning, as I see it, is not about figuring out an expected end date – it is about trying to see issues that are just ahead so you can avoid them before they get in the way of the people who are actually doing the work.
Any planning that is not looking at what the people on the ground are doing now – or what they are just about to do next.. is well wasting its time – since that will add no value to the people doing the work!
What about my Stakeholders ?
I know what you are thinking… but my stakeholders need to know many months in advanced what I am going to deliver – and if I don’t plan that far ahead, then how can I tell them what they are going to get ?
Well – lets invoke sanity again – what are the chances that your planning that far ahead is actually correct… slim right ? Check your history how many of your plans 6 months ago reflect what you are actually doing today ?
So if the evidence proves that the information you are giving to your stakeholders is going to be wrong – surely you should feel somewhat guilty lying to them ?
However, I agree they do need information – but how about we given them honest ( actually more accurate ) information by not pretending that we can actually plan it.
Looking Past Next
So what is my plan for dealing with people who do don’t operate on the ground ( Upper management ) – and who truth be told really don’t care about now and next –their only interest ( and rightly so ) is Next++
The priority list.
It is common that they are the ones who populate this list, and they are the ones that give priorities to it. There you are done – well almost – you just need some rough BA time guesstimates.
If you have the priority list, and somebody wants to know when feature X on the priority list is going to come out – you simply take project Now time + project Next time + rough guesstimate that your BA would have come up with for each time in the priority list.
So given a reality like this :
Actual Plans ( Project Manager Domain )
Now : 7 days dev left
Next: Feature Y – 2 weeksPriority List ( Business Analyst Domain )
1 – Widget ( +- 2 months )
2 – Dongle ( +- 3 months )
3 – ThingyWhatsIt ( +-2 months )
If the stake holder want to know when ThingyWhatsIt will go live the answer is
“( 7 days + 2 weeks + 2 months + 3 months + 2 months ) given your current priority list “
Yes I know that the BA has not really considered the resource balancing between the dev teams and the testing teams, leave, public holidays etc etc etc… but even if they did – all of that would be wrong anyway – why pretend the future is a science when really is it just a guess.
This will at least be a more honest reflection of what you actually know about the priority list.
Multiple Pipelines - scaling
Now don’t get me wrong.. I am not saying that you can only ever plan for 2 things – that would not scale… but what I am saying is that for each team or capability or pipeline you can only plan for what you are doing now, and what you are going to do directly next.
If you want to scale, then scale by creating more pipelines, create a second dedicated team. Don’t just artificially plan many projects ahead so you can cater for 10 interesting ideas.
Now and Next – Up a level of abstraction
Despite my example above having 3 items on the Priority list – I would make the same recommendation to BA’s – only look at now and next.
If I were a BA I would push back against any serious analysis unless I could get a commitment that this is going to fit into one of the pipelines top 2 priorities… because we all know that by time the N months that has passed before anyone actually get to start working on priority No3 there have been many more interesting ideas that have bumped that idea down to priority 12 – and all that work that the BA did was well in effect wasted.
Conclusion
Don’t try too hard to look into and predict the future – the truth is you can’t.
So be honest about what you actually know, and commit your time and effort to work that will actually be done.
Next is far enough away to be hard to get right by its self– lets just stop there.