0 ratings0% found this document useful (0 votes) 31 views101 pagesInception
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content,
claim it here.
Available Formats
Download as PDF or read online on Scribd
aA
INCEPTIONS
Starting a Software Project
BOOK 1
Software Craftsmanship
The hidden Toolbox
SERIES
ENRIQUE COMBA RIEPENHAUSENInceptions
Starting a Software Project
Enrique Comba Riepenhausen
This book is for sale at [Link]
This version was published on 2014-06-30
This is a Leanpub book. Leanpub empowers authors and
publishers with the Lean Publishing process. Lean Publishing is
the act of publishing an in-progress ebook using lightweight
tools and many iterations to get reader feedback, pivot until
you have the right book and build traction once you do.
©2012 - 2014 Enrique Comba RiepenhausenTweet This Book!
Please help Enrique Comba Riepenhausen by spreading the
word about this book on Twitter!
The suggested tweet for this book is:
I just bought “Inceptions - Starting a Software Project” by
@ecomba #inceptionbook
The suggested hashtag for this book is #inceptionsbook.
Find out what other people are saying about the book by
clicking on this link to search for this hashtag on Twitter:
[Link]Contents
Foreword . .
Preface
Acknowledgments
Introduction
The Art of the Start . .
What is an Inception Workshop?
Why an Inception Workshop? .
Structuring an Inception Workshop . .
Choosing the Right Environment
Facilitating Inception Workshep
Selecting Activities .
Activities . . .
Activity: Who is isin ‘the room? :
Activity: The rules of the Game
Activity: Why are we here?
Activity: Create an Elevator Pitch . .
Activity: Design a Product Box .
28
29
32
36
38
42CONTENTS
Activity: Create a NOT List
Activity: Meet your Community
Activity: What Keeps you Up at Night? . .
Activity: Show the Solution
Activity: Give your App some Perey :
Activity: Let’s make it flow
Activity: Wireframing
Activity: Story Mapping... .
Activity: What's Going to Give?
Activity: What's Going to Take?
Wrapping Up
Appendices .
‘Appendix A: The User Persona .
Appendix B: The Design Persona
Appendix C: Wire-framing
Appendix D: Story Mapping
‘Appendix E: Remote Inception Workshops
Bibliography
Books . .
Articles & Blogs
45
48
52
97
58
61
64
66
69
72
14
76
7
79
82
86
89
93
93
95Foreword
One of the easiest things to miss when starting any new project
or endeavour is the why.
Why are we doing this?
This why is important because without it the team can’t op-
erate. They can’t make informed decisions or trade-offs when
constructing and designing the software.
They can’t prioritise and ensure that they get the important stuff
done first.
And they run the risk of building something of little or no use to
their users.
Our industry is notorious for missing the “why”.
Enrique’s book is here to help address that. Enrique has created
a nice lightweight guide to show you how to successfully setup,
prepare, and execute, your own Agile Inception Deck Workshop.
Not only will you learn how to get the why behind your project,
it will show you how to bring your stakeholders together, get ev-
eryone on the same page and hopefully minimises the surprises
along the way.
‘We never get everything upfront. That’s not possible. But we can
go into projects with our eyes wide open, with everyone on the
same page.Foreword 2
So study Enrique’s book. Take what he has learned. And start
piloting your own Inception Deck exercises.
I wouldn’t start a project without going through an Inception
Deck like exercise. Nor should you.
Jonathan RasmussonPreface
This book is a work in progress.
I started writing this book because, after running so many
Inception Workshops over the course of a few years, | feel that
I must share with others my findings and help them start their
software projects better.
By purchasing this ebook you are supporting my effort to create
a guide that will help you and others to start your next software
project with a clearer idea of what the project is all about and
why you should care about it.
Lappreciate your feedback!
Any form of feedback is acceptable: a pint of beer in your local
pub when I am in town, a nice email, gentle or harsh criticism,
requesting more material, anything goes!
During my writing period I had a case of serious writers block
and I am sorry that it happened (specially for those of you who
bought the book early on). There is really no excuse for having
writers block, it just creeps on you and you feel paralysed by the
thought of sitting down to write.
Finally though, with a little push in my last Christmas break, I
managed to get back into my writing and was able to finish the
book!
‘As mentioned before, if you find any typos, or miss some better
explanation in any chapter of the book, send me an email and IPreface 4
will reply to you (and hopefully incorporate your feedback into
the book),
Again, to all of you who have purchased this book, thank you
so much!
EnriqueAcknowledgments
Writing a book is an amazing experience. It is hard at times,
frustrating and other times you are in the zone and the text just
flows out of your fingers.
Without all the people that supported me while writing you
would not have seen this book today. Thank you!
First of all 1 want to thank the team at patheleven for reviewing
the book and giving me the first feedback. Also thanks to you
guys we have been running a lot of these and perfecting our
practices over time. Thanks for pushing me and the team day
in and day out!
Very special thanks go to aimee rivers and Spencer Turner for
helping me prepare the very first Inception Workshop | ever
facilitated.
Without the help of Sebastian Hermida you would be looking at
apretty bland book with only text. I want to thank him for taking
the time of creating the cover artwork and the illustrations in this
book.
Adewale Oshineye and Dave Hoover for taking time in their
busy schedules to review the book and give me guidance. You
have influenced my path over the last few years and honoured
me with a great friendship. Thank you so much!
Aarron Walter for letting me use his Design Persona template in
a modified version and for writing the fabulous book Designing
for Emotion.Acknowledgments 6
And last but not least to all of you who in some way have made
this book possible. Customers, colleagues and friends that I have
met worked with and interacted. You know who you are! Thanks
to all of you!Introduction
When we talk about Software Craftsmanship we always talk
about techniques revolving around the act of software creation;
how to write clean code, how to test drive, etc. These technical
skills are essential and mandatory. If you want to make a living
out of crafting software you will have to practice these ona daily
basis.
Aprofessional software craftsman has many tools under his belt.
Many are technical in nature, but many others are considered
soft skills. This book focuses on one such soft skill; The Inception
Workshop.
The Inception Workshop described in this book is a tool that will
help your team understand the nature of the project and create
insights that will help you provide the maximum value to your
customers.
The first part of the book will give you the common framework
and setup to run an Inception Workshop more efficiently.Introduction 8
The second part of the book is a collection of activities that
you can use while facilitating a workshop. The activities are
presented in the format suggested in Agile Retrospectives to
give the reader a sense of following a set of recipes. I have
included comments, exercises and some advices gathered from
my experiences facilitating numerous Inception Workshops over
the past years.
You will find many of the activities in this book in The Agile
Samurai a brilliant book by Jonathan Rasmusson. | took the
liberty (not without talking to Jonathan first) to use some of
his materials in his book in the adaptation of the Inception
Workshop. You will find his book an invaluable asset in your
library when it comes to learning great techniques on how to
deliver great software to your customers.
Finally you will find, in the Appendices, further clarifications
and in depth explanations of some of the concepts described in
some of the activities. I did not want to include some of them in
the activities itself as it would break the flow of a recipe you can
follow.
This book is the first one of a series of books I am planning
to write: Software Craftsmanship: The Hidden Toolbox. The
aim of the series is to touch on practices and themes that are
usually left untouched in the literature and the agile and software
craftsmanship communities. Stay tuned!
Ready to explore the minds of your customers?The Art of the Start
Starting a software project is exciting! We are hungry to get our
hands dirty and jump into creating some great software for our
customers.‘The Art of the Start 10
What is an Inception Workshop?
The Inception Workshop is a way to understand at a deeper level
the idea, context and potential difficulties of a project at an early
stage. You can see it as your safety net before you commit to a
project.
It will help you to:
Decide if you can‘ commit to the project.
Know who the stakeholders are and who calls the shots.
Scope the project in size and cost.
Visualise the forces behind the project (community, com-
petitors, advocates).
Plan the work that needs to be done in order to ship the
product.
Understand the product through the eyes of the people
behind the idea.
Better advise your customers on decisions concerning the
product during development.
An Inception Workshop is a very intensive two day workshop in
which you bring the customer and development team together
in order to learn the details of the product/project.
In some cases an Inception Workshop might be even longer, but
asa rule of thumb 2 days is a good starting point; you will have
to use your experience and judgement to decide if you want to
have a longer workshop.
or want to‘The Art of the Start u
This is actually a very important thing that most groups over-
look. An Inception Workshop works on the principle of The
More the Merrier. That is, you really want as many people from
the customer side as you can; including sales, human resources,
marketing, operations, in short anyone! If you can get customers
(aka users) of the product you'd be surprised how much great
information you can get from them. On your side it is also great
if you can get as many people as practically possible into the
room. This not only gives you the advantage of having a lot of
different input from different people, but also allows anyone to
actually be working on the project once you decide it is a good
fit between your team and your customers team.
The activities in an Inception Workshop focus on different as-
pects of the product, trying to see it from as many angles as
possible. There are activities that are very creative, some are
emotional’ and others analytical. It will be hard at times and
you will be drained by the end of every day you incept.
All the assets that are generated during the Inception Workshop
will be invaluable during the course of the project. You will
be able to write User Stories with the personas you discovered
during the inception, or know exactly why a feature should be a
certain way and not another.
"Thad the founder ofa startup erying during one activity once.‘The Art of the Start 12
Why an Inception Workshop?
There are many ways to start a project. Most people start doing a
Story Writing Workshop followed by a Release Planning Meeting.
Once they have done so they will reconvene at the moment of
starting the first iteration to do an Iteration Planning Meeting to
get started.
One of the problems with this ad hoc approach is that you have
to rely a lot on your intuition and making sure you asked the
tight questions. I tend to be very forgetful, and I always regret
not having asked this or that question once the Story Writing
Workshop and the Release Planning Meeting are over.
The Inception Workshop has the advantage that, by following a
set of activities, you make sure you will understand the product
to the full and you will be less surprised during the course of the
project.
One of the most important aspects of a project is the acquisition
of knowledge by the team. More often than not this happens in
small doses and we have to steer quite a bit to get it right. This is
not a bad thing per se, but it would be much nicer if at least we
would understand the project at hand to a certain level before
we start.
‘The materials that you create during an Inception Workshop will
guide the whole project and should be present in the team’s War
Room at all times. You have accumulated so much information
in the last two days that it will help you to make most of the
decisions in the future of the project.‘The Art of the Start 13
An Inception Workshop as a Sales tool
Sometimes we are not sure if a project is a fit between the
prospect customer and our team. We have some conversations
to get a feel for each other, but other than that, the decision to
take on a project is a gamble.
With the common approach to sales you might end up with a
sour project and a broken relationship; you decided to work with
somebody too soon’,
The Inception Workshop gives you a chance to be working with
your prospect customer for two long and exhausting days. When
you are working that hard and close to your customers you will
see a lot of behaviours surfacing from the whole team that might
give you a clue as in how things might work if you really engage
in this project.
Once the Inception Workshop is over you and your prospective
customers have the chance to reflect on the last two days and
decide if you really are a good match and if you want to continue
working together for the rest of the project.
“Obviously sometimes there axe other constrains like keeping a healthy cash-flow
in the company, but I am not going to go into thete details in tit book.‘The Art of the Start 14
Bonding
Creating an homogeneous group between the business, your
customers, and a technical group is often nearly impossible. The
gap between these two group’s tends to be huge and somehow
insurmountable.
When working together for a common goal, specially when it is
hard, people bond. This holds true for an Inception Workshop
as well. You and your customers have spent two or more really
intense days working together, you are exhausted. You have
accomplished really great things and you have shed some light
into the product idea. This will create a special bond between
your development team and the customer. They will understand
much better where everyone is coming from.
Innovation Breakthrough
Entrepreneurs think they have a clear idea of their business. This
is mostly true, but more often than not their idea is based on an
ideal. They have a dream on how something should be and will
be.
Some talk to a lot of people about their idea trying to validate
their assumptions and make sure they are on the right path.
During the Inception Workshop they are suddenly engaged with
a larger group of people that gives input, brainstorms ideas, kills
others. It is a workshop where even the entrepreneur with the
clearest idea in his head will discover that what he wants is not
necessarily what he needs.Structuring an Inception
Workshop
‘An Inception Workshop is usually a two day long workshop in
which you want the full attention of the group to help them
discover as much about their idea as possible.
In order to make it possible for the group to work, you have to
be aware of all the factors that will influence the workshop’s
outcome. You want the group to be able to concentrate, be
creative, spew ideas and in general have a productive time
together.
Where are you going to incept? How much time are you going
to spend on the different activities? Which activities are better
suited for what? This chapter will answer these questions.Structuring an Inception Workshop 16
Choosing the Right Environment
It’s surprising how many books on facilitation take seating and
room selection as something that everyone is proficient about. As
if we had a natural gift to know exactly how the room should be
set up in order to be the most productive in a highly participative
workshop.
Ready to become an interior designer?
Size matters
While preparing the Inception Workshop make sure you find
a room large enough to accommodate the whole team without
crowding.
‘There are some things you have to consider when selecting a
room though; the outcome will be quite different depending on
your choices.
Lighting
If the room has no natural light it will usually tire the group more
quickly. You possibly have experienced that if you have gone to
the cinema in the afternoon. You watch a movie for two hours
in the dark and when you come out to the sun you feel displaced
(your body was already adapting for night time).
When there is no natural light your body will send signals to
slow you down slowly and get ready to sleep. You need to avoid
that when you want everyones attention in the workshop.
Having windows and natural light is a great start, but if the view
is good (a park or lake for example) the better!Structuring an Inception Workshop 7
Ceiling Height
The height of the ceiling influences the groups creativity big
time!
When you have a room with a low ceiling you will be able to
concentrate better. It is great for your home office or for getting
things done.
A high ceiling helps thinking in more abstract terms which
fosters your creativity. As noted in a study by Meyers-Levy:
“Tt very much depends on what kind of task you are doingaé} if
you're in the operating room, maybe a low ceiling is better. You
want the surgeon getting the details right. [a€!] We think you can
get this effects just by manipulating the perception of space”
You will have to make sure that you find a room with high
ceilings if you want to boost your groups creativity.
The use of the walls
During the inception you are going to generate a lot of material.
It is important that you keep the generated insights at sight.
The obvious candidate for this are the walls in the room. You
are looking forward to let the people working in the inception to.
be inside their own inception with all the ideas floating around
them.
You can also use moveable walls if the room offers them. The
important thing here is that the information is visible and that
the group is right in the middle of it.Structuring an Inception Workshop 18
Wall
g and Standing
Just as a final observation on room space. Some people need to
move to think; the best of their ideas come from when their
bodies are in movement. It is good that you keep that in mind
when selecting and preparing a room for an Inception.
Seating
The way we sit, stand, kneel or squat affects how we feel and
how we interact during a workshop. The way you arrange the
seating in a room carries coded messages about the intra-group
relationships. They influence our attitude towards the group and
the whole workshop*
One important factor is that the group can have eye contact with
each other when listening to the facilitator. This will mostly
avoid quiet conversations between the participants and results
in shorter more interactive conversations. Another benefit is that
naturally quiet people will feel more compelled to speak and they
will usually do so.
‘There are a few seating setups that I recommend which I will
explain below.
“Depending on the seating disposition the group willbe putin a disciplined, chaotic,
formal, informal, centralised, decentralited, hierarchic, egalitarian, exposed, private,
threatening or non-threatening position.Structuring an Inception Workshop 19
Half Circles and Us
‘The projector wall and the facilitator is visible to all and in a
position of control.
If you are facilitating with a projector this is the preferred seating
arrangement for presenting the activities to the group. You are
sending a clear message to the group that they have to pay
attention to what you are saying at this moment.
Circles and open clams
Sitting in a circle is widely adopted as a democratic and partici-
patory way of sitting.
At the same time this way of sitting arrangement can be in-
timidating, specially when the group is big. Shy people can feel
exposed. Even though the symmetry of this sitting arrangement
is obvious the facilitator can still dominate over the group.
Ifyou are concerned about the sense of exposure a circle can give
you can try out an open clam, with two arcs of chairs facing each
other. This way no seat can command as much attention as in
a closed circle. There is also another advantage of this way of
sitting as it leaves two clear exits from the circle and it gives a
slightly less sense of exposure.
This is a brilliant seating disposition to have group conversations
where it is important that everyone participates.Structuring an Inception Workshop 20
Buzzing Clusters
‘When the group has to form pairs for the activities presented in
this book it is recommendable for them to buzz in clusters.
This can be achieved by turning the chairs around (when you
had a half circle, U, circle or open clam) and create little clusters
that are separated from each other.
Tables and Desks
I don’t advise making tables or desks the main element in
the room. A boardroom table creates a barrier between the
participants making participation more difficult.
You will need some tables though. I use two tables usually for
an Inception Workshop, but I keep them against a wall and only
to organise the materials we will need during the workshop. I
keep stacks of post-it notes, index cards, A4 paper (in different
colours) and all sorts of other things that will be of use during
the inception.
You will also have to have space on the tables to have water,
glasses and any other food supplies to nibble. I recommend
offering the healthy kind of food as high sugar foods will make
the participants sleepy. Also don’t forget to have a good amount
of coffee, specially after the lunch break!Structuring an Inception Workshop 21
Place the tables in a secondary space of the room (at the back of
the room works best), but not to far away from the information
that you will be hanging on the wall over the course of the
Inception Workshop. You want people, when taking a little rest,
to have the findings at sight. It might lead them into interesting
conversations with their peers.Structuring an Inception Workshop 22,
Facilitating Inception Workshop
The Facilitator Role
The Inception Workshop needs a good facilitator to keep mo-
mentum, help the group generate insights and make the whole
workshop flow.
If you are not careful you will end up with moments where the
group will be stuck and you will feel like you aren’t moving
anywhere,
As a facilitator you hold the key to the process, but not the
outcome. You have to make sure that you don’t spill your
preconceptions and worldview into the minds of the group and
therefore prime their thoughts (you'd be surprised how easily
this can happen).
You should always bear in mind that you are just channeling
the group’s energy throughout the Inception Workshop. You are
not a participant in the workshop, only a guide in the group’s
journey.
Itis important that you keep an eye on the timing of the activities.
You are there to help the group when they are working on an
activity and also controlling the time you have set up for each
activity,Structuring an Inception Workshop 23
Overseeing Group Dynamics
When facilitating an Inception Workshop you have to make sure
that ideas flow and that everyone gets a chance to speak up and
share their thoughts.
Some people are quiet and more reflective and others speak out
their thoughts with ease. You have to keep an eye on those group
members that speak too much as they might be hijacking the
activities and not giving the more silent members a chance to
share their ideas.
If you notice that someone wanted to speak but was cut off make
a mental note and wait till the person currently speaking finishes.
Once the speaker has finished his train of thought make sure you
ask the person who was cut off if she has something to say.
You don’t want to create an antagonistic atmosphere during an
Inception Workshop. Make sure that when someone is constantly
cutting off people or talking too much you address this in private
with that person on a break.
When the group includes founders or managers of a company
make sure that you create a safe space for the employees in
the workshop. Make sure you talk to them before you start the
Inception Workshop and let them know that they should hold
their horses a little and let their employees share their thoughts
with the team. Sometimes it is good to agree to a subtle sign that
you can give them when it is ok to talk (so that they are not the
first ones to speak up when brainstorming for example).Structuring an Inception Workshop 24
Guiding Activities
Make sure that you introduce each activity with a clear voice and
positive energy. You want the group to be excited and energised
about the next activity about to start.
When you explain the rules of an activity don’t rush the group
to start. Give them some time to assimilate what they just heard
and make sure they can ask you clarifying questions in case they
haven’t understood the task at hand.
Sometimes some participants will not understand the point of
the activity and challenge you as in why they should be doing
it. They will argue that they could be doing something else;
something, in their eyes, more productive. In these cases you
have to try to make them see that the Inception Workshop is
aprocess by which you will be discovering all the nuances of the
project. Each activity is targeted to discover some key elements
from the project idea.
‘The more angles you look at the more you will understand the
project and the group will be able to give better advice and create
a better product in the long run. Understanding the context and
details of the project and it’s main idea is key.Structuring an Inception Workshop 25
Controlling Time
One of the big challenges when working on the activities in an
Inception Workshop is to make sure that the group keeps the
time. This doesn’t mean you should be looking frantically at the
watch all the time heckling people into going faster though.
When you work on the activities you should always announce
how much time they have to complete the task at hand and make
sure they see you turning on the timer as you do (make a little
ceremony out of it).
I find a common kitchen timer to be excellent, it has a ticking
sound that gives some sense of urgency (although it might not
be heard in some activities as the group is engaging in some lively
conversations). You can also use some more visual timers as the
ones you can find for an iPad for example (Iam using the iPad as
an example as you can easily turn the timer towards the group
for them to see the time ticking.Structuring an Inception Workshop 26
Selecting Activities
‘An Inception Workshop usually follows the same order of activ-
ities, You can change the order of some of them, although I don’t
really advise it. The order of the activities has a purpose.
The order presented will engage the creative thinking of the
group early. This is important as you want them to start being
creative as soon as possible. We want this to happen as we need a
good deal of creativity to come up with solutions for the problem
at hand in later activities.
Here is how it might work for a common two day Inception
Workshop:
Day One
Who is in the room? 30 minutes
‘The Rules of the Game 30 minutes
Why are we here? 15 minutes
Create an Elevator Pitch 20 minutes
Create a Product Box 1 hour
Create a Not list 40 minutes
‘Meet your Community hour
What keeps you awake at night 2 hours
Day Two
Show the solution 4 hours
What's going to give hour
What's going to take 1 hour
Wrap up 15 minutes
‘The times here are just an approximation and depend largely on
the group size. You also need to consider that all the exercises
create discussion in which you will discover more about theStructuring an Inception Workshop 27
product and your schedule will slip slightly as you go.
Make sure you take time for breaks when there is a logical
stopping point or the energy levels of the participants will
drop considerably. You want creativity to be flowing and it is
important that everyone is well rested.
The only activities that | would advise to change are “Who is in
the room?”, “The Rules of the Game” and “Why are we here?”.
Sometimes you will want to let the main stakeholders to explain
first why we are in this Inception Workshop and what this is all
about. You will find the best way that suits you.Activities
‘The activities described in this chapter will help you to facilitate
a successfull Inception Workshop.
I do encourage you to experiment a little with the activities so
that you get used to them. During the workshop it is important
that the flow is not interrupted because you do not know exactly
how to explain an activity to the group.
Some of the activities are optional; as you saw in “Selecting
Activities” in the previous chapter.
I have separated these optional activities, that are purely meant
for a business or startup, into their own chapter as they are less
common in most cases.
Inceptions are a wonderful tool that can be used to start almost
any endeavour’.
“in fact we did a 3 day long Inception Workshop before we et up our company,
patheleven,back-in 2011,Activities 29
Activity: Who is in the room?
ROW
You are going to spend the next couple of days locked up in
a room conducting an Inception Workshop together, maybe it
would be a good idea to get to know each other.
Purpose
Get to know everyone who is participating in the Inception
Workshop.
Time Needed
Ten to thirty minutes, depending on the size of the group.
Description
Form pairs of people who have never worked together. Each pair
has five minutes to interview the other person.Activities 30
Steps
1
Mate!
Introduce the activity: “Before we start it would be a great
idea to get to know each other”. Then explain the process
(see the description earlier).
Let them form pairs. Once the pairs have been formed and
are sitting together hand each pair a pen and two index
cards.
Describe the process: Each interviewer has to write the
following about the person he is interviewing
+ Name
+ How to contact
+ Likes
+ Dislikes
+ Draw a picture
Start the timer and let the interviewing begin. You should
make sure that you pay attention to the interviewing
process to see if someone is stuck so that you can help
them out.
Once the interviewing is done ask each pair to present the
person he interviewed to the group by standing in front of
the group.
Post all the interviews on the wall so that they are visible
to the group during the course of the Inception (you might
want to look again now and then to learn something from
the people you are working with).
Is and Preparation
Index cards and pens.Activities 31
Observations
Conducting the interviews at the beginning of the Inception
Workshop makes sure that you know everyone in the room
before you start working together.
Knowing their likes and dislikes also gives you the opportunity to
understand them better. During future conversations or during
the activities to come you can make use of the information
you gathered in the Who is in the Room Activity to be able to
accommodate for everyone. Make sure you make a mental note
about their dislikes, it will give you a clue of how to talk to that
person.
Drawing the person you are interviewing helps to slowly let the
tight side of the brain to activate. We will need a lot of creativity
in the following activities!
@ Tryit out!
d Thy interviewing a friend or colleague using this
technique. Who knows, maybe you find out some-
thing you did not know about them!Activities 32
Activity: The rules of the Game
Working together as a group in a workshop is not an easy
task. Different people react differently to situations and express
themselves in different ways. Some are more silent and others
more outgoing.
When starting an Inception Workshop it is a good idea to set up
some time to decide the engagement rules you are going to apply
during the workshop so that you have a common ground to work
more effectively during the activities.
Purpose
Create a set of behaviours that will support the team in having
a productive Inception Workshop. Make sure that every team
member understands them. Everyone is responsible of monitor-
ing the interactions of the team making sure that the rules are
applied and kept.
Time Needed
Ten to thirty minutes, depending on the size of the team.Activities 33
Description
The team will work together to generate a set of rules for having
an effective workshop. From the rules generated five to ten
should be chosen (we don’t want to have to many rules, do we).
It is important that everyone agrees to the rules set by the team.
You can use different techniques for this.
The simplest voting would be to ask if everyone agrees to this
rule. If someone is opposed to the rule let them explain why. If
he can convince the group the rule is discarded.
You can also use dot voting if you prefer, but I would try not to
spend to much time on this activity as the group has a long day
ahead of them and you don’t want to get bogged down this early.Activities 34
Steps
Once everyone has presented themselves the group will again
split up in pairs (or little groups; no more than four) to develop
candidate rules.
»
. Introduce the activity: “We are going to definea set of rules
that will help us to work better during these couple of days.
It will be each team member’s responsibility to ensure that
the rules we agree on are kept. The purpose of these rules
is to help us work together more effectively”.
. Form pairs or smalll groups.
3. Ask each pair to develop three to five rules that if followed
fs
2
by the group would help the team to have a productive
workshop.
. Once every pair has finished writing down the rules ask
them to report their most important rule to the group. The
group then will discuss the validity of the rule and write
it on a flip chart page if they consider it to be a good rule
to follow. Continue until you have discussed all the rules
and have a working set of rules on the flip chart page
. Explain that for the duration of the Inception Workshop
everyone should be looking out for the rules and don’t let
anyone break them.
. Post the rules on a visible space that everyone can see at
all times. It is good to have them visible as you might want
to point to the rules when someone is infringing them.
Materials and Preparation
Flip chart, markers and index cards.Activities 35
Observations
When letting the group create their own set of rules they will
feel more comfortable following them.
Don’t forget to remind them that maybe it is a good idea to set
up some rules for breaks.
@ Sample rules
Lusually give these rules as examples so that the
group Iam
working with has a good starting point and idea
what we are looking for:
No phone calls (all phones on silent)
+ Breaks every X minutes
+ No interrupting when someone is talking
+ No monologues (some people talk really for
a long time)Activities 36
Activity: Why are we here?
Before you start dwelling into the creative activities of the Incep-
tion Workshop you should give your customers the opportunity
to tell the group why they are all there and what the project is
all about.
Purpose
Give everyone an overview of the product/project they are about
to start.
Time Needed
Depending on the customer and how much he likes talking about
his idea (which is usually a lot!), but limit it to a maximum of
fifteen minutes.
Description
‘The customer team will explain to the group what their idea is
and what they are aiming for.Activities 37
Steps
1. Introduce the activity: “Jim is now going to let us know
what his product is all about. We are not expecting the full
detail, but a little introduction that will help us get going
with the rest of the activities, so Jim, be brief please”.
Materials and Preparation
A customer! ;)
Observations
Sometimes it is good to add a Questions & Answers session right
after the customer has told the group about the idea to clarify
anything that you did not understand. You can obviously do this
while they are presenting, but that will depend on them‘.
“Some people take isrue when interrupted or loote their train of thought when
someone interrupts them while they are talking in front of a group. Make sure to clarify
beforehand ifit is OK to interrupt while they axe talking or if it would be better if you
suk the questions after the introductionActivities 38
Activity: Create an Elevator Pitch
Va
1234567891011
When trying to get your idea across to others you have to be
able to state what you are talking about in a concise way and to
the point. People loose interest in your idea very quickly if they
don’t know who you are or what you are talking about.
‘A good elevator pitch tells people what your idea is, who it is for,
and what makes it special.
Purpose
The idea of creating an elevator pitch is to train you to figure out
the essence of your product idea. What’s the key benefit of your
product?
Time Needed
About twenty minutes
Description
The team will work in pairs to create a pitch that they will present
to the team.Activities 39
You can use the following template as a starting point.
Elevator Pitch Template
For... target customer
who ... statement of need/opportunity
the.... product name
is a... product category
that ... key benefit, compelling reason to buy.
Unlike ... primary competitive alternative
our product... statement of primary differentiation.Activities 40
Steps
»
»
fs
2
. Introduce the activity: “The next (first) thing we are going
to do is create an elevator pitch of your product. We want
to concentrate on the key benefit of your product and make
akiller statement that we could use to explain our product
to anyone that asks.”
. Show them the sample template for an elevator pitch:
“This template might help you keep going. You don’t need
to follow it verbatim, but it might be a good idea to start
that way”.
. Form pairs or groups (no more than 4) and let them work
on the pitch.
. Once every group has finished writing their pitch let them
present it in front of the group.
. Discuss the strong and weak points of every pitch once
they have all been presented.
. Select a pitch to be the one that you want to use for the
product.
Variations
Once you have discussed all the pitches presented by the group
you can try to work on one pitch collaboratively creating a
pitch that contains all the good parts of the pitches presented
previously.
Materials and Preparation
Pens and paper.Activities 41
Observations
When presenting your pitch be succinct, an adult’s attention
span is eight seconds’. Make sure you give just enough infor-
mation so that after hearing a sentence or two someone knows
what you need and is sufficiently engaged to want to hear more
about it.
Hook them! The main idea of your pitch should be to get the
people you are talking to wanting to listen to you for the next
minute more intently* than they would have otherwise.
Be clear. Use language that everyone understands. Avoid using
technical terms or fancy wording (which might make you sound
smarter). You will only disengage your listeners as they will not
understand you.
Tell a story. The best pitches puts the listeners right into the
centre of a story they relate to. If you get this one right you will
hook them up for sure.
“itp//en wikipedia org/wiki/ Attention span
“[Link] com/2010/01/1\/how-to-ride-elevator-pitch-new-heightsActivities 42
Activity: Design a Product Box
Imagine you could buy your product or startup in a supermarket.
What would attract the customers to grab it between a myriad
of other products on the shelves? How would it convince them
to buy yours and not another box?
Purpose
This activity will highlight the benefits of your idea.
Time Needed
Twenty to sixty minutes.Activities 43
Description
Design a product box in which you come up with a name of your
product, a snappy slogan and the main benefits of the product.
Try not to focus too much on the features you are offering, but
on the benefits of using your product or service.
Steps
1. Introduce the activity: “We are now going to design a
product box. Imagine your product or service was at
display in a supermarket. What would attract people to
buy it? The aim is to turn every feature you offer into a
benefit”
2. Let the team form pairs (or groups of no more than 4) and
hand them the product box template’.
3. Once everyone has finished their product boxes let them
present them to the team.
4. After every group has presented their box have a discus-
sion about the findings.
Materials and Preparation
Paper (or better the product box template"), pens, colour sharpies,
coloured paper, scissors, glue, ete. Basically anything that could
be used to get your creativity going.
“attp// dl. [Link]/w/21727846/SoftwareCraftsmanshipTheHiddenToolbox!
Inception#/product-box pa
22pttp//dldropboxecom/u/21727846/SoftwareCraftsmanshipTheHliddenToolbox!
Inceptions/product-box patActivities 44
Observations
This is one of the more creative activities in an Inception Work-
shop. You will have to make sure that you have all the materials
needed accessible and visible to the team. You want them to be
focusing on the task and not having to ask for things.
Sometimes it might be interesting to have a printer at hand as
some of the pairs might want to print out media from the internet
to cut it out and glue it on the box.
I sometimes explain to the groups the different styles of product
boxes you can find. The most obvious differences are an Apple
iPad or iPhone box as opposed to the box from a competing
company.
Tales from the trenches:
During the presentation of a product box during an In-
ception Workshop a group chose to role-play two friends
“finding” the box in a supermarket and commenting how
cool that new product looked and how they would buy
more than one for family and friends.Activities 45
Activity: Create a NOT List
OUT IN
When we define a product we always fall back into saying what
the product is all about. It’s easy to do because we have spent a
lot of time thinking about it.
Purpose
Figure out which things are out of scope for the project we are
about to embark. This will help limiting the scope of what we
want to do, helping us to concentrate on what's really essential.
Time Needed
Twenty to forty minutes.Activities 46
Description
What is in scope? What is out of scope? We want to focus our
brainstorming around the things that are out of scope in terms
of the product we want to build.
@ Out of Scope examples
Cheap, low quality, difficult to use
Steps
1. Introduce the activity by pointing to the flip charts: “We
are now going to focus on what is out of scope for this
project. The goal is to brainstorm as many ideas as we
can and stick them to either the “Out of Scope’ or ‘In
Scope’ flip charts. When you come up with something go
to the corresponding flip chart and announce what you
are sticking to it”.
2. Give each participant a stack of post-it notes and a pen.
3. Once the energy gets lower (i.e. the group starts posting
fewer and fewer ideas) ask them if that is all. Give them
about two minutes to wrap up.
4. Discuss the findings. What do they mean in the context
of the product? How will they dictate the direction of the
project?
Materials and Preparation
Flip chart paper, pens and post-it notes.