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Vision Scope Examples

24 September 2009 One Comment

VisionScopeExamples

On the Microsoft patterns & practices team, we use Vision / Scope as a key milestone.  It’s where we frame the problem, identify the business opportunity, and paint a vision of the solution.  It’s a forcing function to get clarity on the customer, their scenarios, and our scope for the project.  We generally use a “fix time, flex scope” pattern, so this means having a candidate backlog that we prioritize with customers.

On the execution side, we expect to know the team, key partners, the budget, the schedule, and the deliverables.  We also need to know the risks and their mitigations.  At the Vision / Scope, the real key is first selling people on the vision, and then selling them on the execution.  It’s basically about answering, “why?” should we go do this, and “why now?.”  This can be either about reducing pain or exploiting an opportunity.  It’s also about answering these questions in the context of trade-offs.  When you can tell a compelling story from problem to solution, and how you’ll get their incrementally with a team people trust, you dramatically increase your odds of getting a “Go” decision, and the support you need.

Vision / Scope Baseline
This is my rough sketch of the key pieces I need in my Vision / Scope presentations for success:

Vision / Scope
  • Agenda
  • Problem
  • Vision
  • Approach
  • Prioritized
  • Tests for Success
  • Scope Key Activities
  • Deliverables
Execution
  • Team
  • Budget
  • Schedule
  • Risks
  • Asks
  • Go/No Go

Vision / Scope Examples
Here are some examples of various Vision / Scope slides from over the years:

Example Items
Example 1
  • Problem
  • Vision
  • Approach
  • Prioritized Tests for Success
  • Scope
  • Key Activities
  • Deliverables
  • Team
  • Schedule
  • Budget
  • Asks
  • Go/No Go?
Example 2
  • Vision / Strategy
  • Solution Concept
  • Scope
  • Outcomes
  • Deliverables
  • Scorecard
  • Team
  • Budget
  • Burn Rate
  • Schedule
  • Go/No Go?
Example 3
  • Agenda
  • Customer Proof Points
  • Business and Technical Scenarios
  • Project vision
  • Project Scope
  • Target Customer
  • Development Strategy
  • Project Objectives
  • Go-to-Market Release Strategy
Example 4
  • Agenda
  • Project Justification
  • Team and Extended Teams
  • Project Vision
  • Business and Technology Threats
  • Primary Business Scenario
  • Associated Technical Challenges
  • Quotes from Target Market
  • Top 5 Customer Requests
  • Potential Beta Customers
  • Project Scope
  • Project Deliverables
  • Assumptions
  • Risks
  • Development Strategy
  • Delivery Options
  • Single Release Schedule and Budget
  • Dual Release Schedule
  • Dual Release Budget
  • Go-to-Market Strategy
  • Current Status/next Steps
Example 5
  • Agenda
  • Customer Proof
  • Project vision
  • Business and Technical Scenarios
  • Scope
  • Pre-Release Strategy
  • Go-to-Market Strategy
  • Goals
  • Current Status/Next Steps
Example 6
  • Agenda
  • Project Lifecycle
  • Habits and Practices
  • Scenario-Based Guidance
  • What is a baseline architecture?
  • Reference Architecture Space
  • Baseline Architecture Applied
  • How will customers use it?
  • Vision
  • Strategy
  • Why create this baseline architecture?
  • Target Customer and Business Requirements
  • Customer Scenarios
  • Technical Challenges
  • Deliverables
  • Project Schedule
  • Budget and Resource Allocation
  • Risk and Mitigation
  • Project Team
  • Dev Update
  • Development Velocity
  • Test Deliverables
  • Testing Coverage
  • Bug – Status to Date (Test)
  • Support Strategy
  • Market Distribution
  • Partner Strategy
Example 7
  • Challenges
  • Opportunity
  • Vision and Strategy
  • Scope
  • Feature Prioritization Approach
  • Candidate Scope
  • Scope: Components of the Deliverable
  • Iterative Development Process
  • Staging and Release Strategy
  • Success Metrics
  • Alignment with SC-BAT
  • Team Roles
  • Product Group Feedback
  • Risks
  • Issues
  • Schedule
  • Test Deliverables and Coverage
  • Requests
Example 8
  • Agenda
  • Customer Proof Points
  • Business and Technical Scenarios
  • Project Vision
  • Project Scope
  • Target Customer
  • Development Strategy
  • Project Objectives
  • Go-to-Market Release Strategy
  • Current Status/Next Steps
Example 9
  • Agenda
  • Customer Pain
  • Vision/Strategy
  • Opportunity
  • Solution Concept
  • Scope
  • Deliverables
  • Scorecard
  • EcoSystem
  • who Are We Working with
  • Team
  • Test Scope
  • Alignment – Relation to Projects/Programs
  • Schedule
  • Budget Ask to M0 + 30 days
  • Total Budget
  • Risks
  • Asks
  • GO / No GO
Example 10
  • Situation
  • Opportunity
  • Vision
  • Goals
  • Guidance Team
  • Guidance Frame
  • Strategy – Program and Project
  • Program
  • Customer Data
  • Customer Scenario
  • Technology Landscape
  • Target Personas
  • Solution Concept: Deliverables
  • Scope – Phase 1a (Preview Release)
  • Candidate Pattern Map
  • Possible Phase 1b Scope
  • Scope
  • Release Strategy
  • Customer Validation Plan
  • Risks and Mitigation Strategy
  • Issues
  • Schedule
  • Budget
  • Technical and Organizational Dependencies
  • Asks

 

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One Comment »

  • ricky said:

    Those are good results for us to compare the mlm software ,and then we can decide which to buy~