Cross-program product strategy (Quad 2)

[widal001]

Summary

Project stakeholders can view a public roadmap with information about the features we plan to deliver in Quad 2 across the SimplerGrants program.

Press release

The SimplerGrants team has published an updated version of our product roadmap in GitHub that captures the key features and functionality we’re prioritizing over the course of the next year. This roadmap is meant to be the source of truth for what the team is currently working on and what we plan to tackle next.

Anyone can view and search for deliverables in this roadmap. And if you have a GitHub account, you can also subscribe to updates about individual deliverables or post questions about new features that the team can answer.

For stakeholders who really want to get in the weeds, we’ll also be using this roadmap to track the dependencies between key deliverables and work streams to make sure we’re tackling the right things in the right order.

Acceptance criteria

• Quad 2 deliverables: Agile deliverables have been identified and scoped for quads 1 and 2 and documented as GitHub issues in the product roadmap using the deliverable issue template.
• Cross-program dependency mapping: The product roadmap captures the technical deliverables prioritized by each vendor in the SimplerGrants program (Nava and Agile Six) and dependencies between these deliverables are noted in the GitHub issues.
• Public roadmap: Members of the public can view our product roadmap and search for deliverables without creating an account or logging into GitHub.

Metrics

• Usage: The average number of “participants” across all deliverables in the roadmap increases on a monthly basis.
• Template completion: 100% of deliverables in quads 1 and 2 have the following sections of the template filled out:
  • Press release
  • Acceptance criteria
  • Metrics

Assumptions and dependencies

• Assumptions
  • The team will be able to balance planning the remainder of Base Year 1 while also executing on deliverables for quad 1.
  • The deliverables prioritized across the program aren’t too sensitive to be tracked in our public roadmap.
  • Stakeholders want to view all of the technical deliverables for the program in the same roadmap (including SimplerNOFOs technical deliverables).
• Dependencies: NA

Related goals

• Develop technical product strategy
  • Collaboratively defining the cross-program product strategy for Base Year 1 ensures “that OG and support vendors are building the right things,in the right order, the right way to achieve our office’s objectives and mission.”
  • Identifying and tracking the dependencies between deliverables and work streams ensures that “all work ‘between the seams’ of different development teams is thoughtfully planned and designed so that the overall project can succeed.”
• Provide delivery management
  • Tracking these deliverables in a public roadmap ensures “that project status is transparently communicated across stakeholders and with members of the public in line with the OG’s ‘plan in the open’ philosophy.”

Additional information

N/A

[widal001]

Sprint 1.1 updates

Status: 🟢 On track

Sprint goal

The main goal for this deliverable in Sprint 1.1 was to present the (tentative) Base Year 1 roadmap to HHS leadership.

Accomplishments

• Reached alignment on tentative deliverables for quads 1-3.
• Created placeholder deliverable tickets for all quad 1 deliverables in the roadmap GitHub project.
• Drafted the deliverable specs for "Cross-program delivery metrics" and "Cross-program collaboration tools".
• Drafted a slide deck for the HHS leadership presentation on the roadmap.

Rollover

• Finalizing the presentation notes and actually presenting the roadmap to HHS leadership (meeting was bumped to 10/18).

Risks

• Our ability to accurately estimate capacity and priorities is difficult more than 4 months out, which is why we'll need to revisit the tentative deliverables for quads 2 and 3 as we get closer to each quad.

Next sprint

Present the roadmap to HHS leadership and finish drafting deliverable specs for quad 1 deliverables.

[widal001]

Sprint 1.2 updates

Status: 🟢 On track

Sprint goal

Present the roadmap to HHS leadership and finish drafting deliverable specs for quad 1 deliverables.

Accomplishments

• Presented the roadmap to HHS leadership and office of grants
• Drafted deliverable specs for the rest of Agile Six's quad 1 deliverables.
• Identified the remaining quad 1 deliverable specs that need to be completed.

Rollover

N/A

Risks

I'll be out for most of sprint 1.3 and Nava and Bloom are focused on delivery, which may make it difficult to continue working on drafting deliverable specs and refining the roadmap until next sprint.

Next sprint (Sprint 1.3)

(Stretch) Finish drafting deliverable specs for the rest of the quad 1 deliverables.

Acceptance criteria completed

Checked off the following criteria since we were able to share our roadmap with participants of the first Collaborative Code & Design Challenge:

Public roadmap: Members of the public can view our product roadmap and search for deliverables without creating an account or logging into GitHub.

[widal001]

Sprint 1.3 updates

Status: 🟢 On track

Sprint goal

Continue drafting deliverable specs for quad 1 deliverables. Note: This work was mostly paused while @widal001 was out on PTO.

Accomplishments

The Nava team drafted deliverable specs for the following deliverables:

• Public metabase dashboard
• Simpler.Grants.gov brand launch

Rollover

N/A

Risks

N/A

Next sprint (Sprint 1.4)

• Finish drafting deliverable specs for the rest of the quad 1 deliverables:
  • Quad 1 Big Demo
  • Translation of first static site page
• Prioritize deliverables for Quad 2

[widal001]

Sprint 1.4 updates

Status: 🟢 On track

Sprint goal

• Prioritize Agile Six deliverables for Quad 2 grants-product-and-delivery#291
• Draft specifications for quad 2 enhanced deliverables

Accomplishments

• Added placeholder tickets for Agile Six quad 2 deliverables
• Drafted deliverable specs for Agile Six and Nava quad 2 deliverables

Rollover

• Finish creating placeholder tickets for Nava's quad 2 deliverables

Risks

• Timelines for defining quad 2 deliverables overlaps heavily with submitting evidence for quad 1 enhanced deliverables.
• We may have to decide between finishing drafting quad 2 (non-enhanced) deliverables and tentatively prioritizing quad 3 deliverables before the end of the quad.

Next sprint (Sprint 1.5)

• Submit enhanced deliverables for quad 2 grants-product-and-delivery#364

[widal001]

Sprint 1.5 updates

Status: 🟢 Currently on track, though anticipated deadline for non-enhanced deliverables is getting pushed back to mid-January

Sprint goal

• Submit enhanced deliverables for quad 2 grants-product-and-delivery#364

Accomplishments

• Drafted Agile Six's enhanced and non-enhanced deliverables and transferred these specifications to GitHub:
  • Grant protocol specification * #2901
  • Program-level KPIs #2902
  • [DRAFT] Automated cross-program dependency mapping #2903 (Lower priority)
• Worked with Nava to review and update their Quad 2 enhanced deliverables.

Rollover

• Submit enhanced deliverables for quad 2 grants-product-and-delivery#364 (plan to submit by tomorrow 12/12)

Risks

The team has discussed pausing additional scoping on Quad 2 non-enhanced deliverables until early January. That will mean we'll need to change the scope of this deliverable and/or push back the timeline by at least a sprint.

Next sprint (Sprint 1.6)

• Finish: Submit enhanced deliverables for quad 2 grants-product-and-delivery#364
• Export data needed for product strategy deliverable metrics #3195

[widal001]

Sprint 1.6 updates

Status: 🟡 Behind

Sprint goal

• Finish: Submit enhanced deliverables for quad 2 grants-product-and-delivery#364
• Export data needed for product strategy deliverable metrics #3195

Accomplishments

• Finalized Quad 2 enhanced deliverables

Rollover

• Export data needed for product strategy deliverable metrics #3195

Risks

• The team has already decided to push refining Quad 2 non-enhanced deliverables to the middle of January, which will be past the original target date for this deliverable.
• Based on our approach to Quad 2 planning, it seems unlikely that we'll plan for Quad 3 until we've made more progress on Quad 2.

Next sprint (Sprint 1.7)

• Export data needed for product strategy deliverable metrics #3195
• Revise this deliverable to focus on Quad 2 goals and descope Quad 3

[widal001]

Sprint 1.7 updates

Status: 🟡 Behind

Sprint goal

• Export data needed for product strategy deliverable metrics #3195
• Revise this deliverable to focus on Quad 2 goals and descope Quad 3

Accomplishments

• Created a script to export data for metrics on deliverable participants and portions of the template completed.
• Confirmed with Lucas that we can descope Quad 3 from this deliverable (still need to update the deliverable ticket)

Rollover

• Update the deliverable ticket with the revised scope

Risks

We're aiming to provide feedback on Quad 2 non-enhanced deliverables at the upcoming SGG leads meeting, depending on the amount of discussion required to align on acceptance criteria and scope we could close out this deliverable this sprint or it may bleed into next.

Next sprint (Sprint 2.1)

• Update deliverable spec to reflect revised scope
• (Stretch) Finalize Quad 2 non-enhanced deliverable specs and close out this deliverable

Metrics

In this sprint we created a script that automatically calculates the number of participants and the percentage of required sections in the deliverable spec template per deliverable:

Quad 1.1 metrics

./product_strategy_metrics/run.sh \
 --org "HHS" \
 --project 12 \
 --batch 100 \
 --quad "Quad 1.1" \
 --section "Metrics" \
 --section "Press release" \
 --section "Acceptance criteria"

View Quad 1.1 stats

Search *

• URL: Search * #2200
• Status: Done
• Participant count: 5
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Opportunity Listing *

• URL: Opportunity Listing * #2203
• Status: Done
• Participant count: 5
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Engagement Sessions *

• URL: Engagement Sessions * #2204
• Status: Done
• Participant count: 7
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Account creation workflow (design)

• URL: Account creation workflow (design) #2213
• Status: Done
• Participant count: 3
• Percent of template complete: 0%
• Filled sections: []
• Incomplete sections: ['Metrics', 'Press release', 'Acceptance criteria']

Simpler.Grants.gov brand launch

• URL: Simpler.Grants.gov brand launch #2214
• Status: Done
• Participant count: 4
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Quad 1 Big Demo

• URL: Quad 1 Big Demo #2215
• Status: In Progress
• Participant count: 3
• Percent of template complete: 0%
• Filled sections: []
• Incomplete sections: ['Metrics', 'Press release', 'Acceptance criteria']

Public Metabase Dashboard

• URL: Public Metabase Dashboard #2225
• Status: In Progress
• Participant count: 5
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Translation of a static site page

• URL: Translation of a static site page #2226
• Status: Backlog
• Participant count: 3
• Percent of template complete: 0%
• Filled sections: []
• Incomplete sections: ['Metrics', 'Press release', 'Acceptance criteria']

Cross-program delivery metrics

• URL: Cross-program delivery metrics #2347
• Status: In Progress
• Participant count: 3
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Cross-program collaboration tools

• URL: Cross-program collaboration tools #2348
• Status: In Progress
• Participant count: 2
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Cross-program product strategy (Quad 2)

• URL: Cross-program product strategy (Quad 2) #2356
• Status: In Progress
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Cross-program team health

• URL: Cross-program team health #2357
• Status: In Progress
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Quad 1.2 metrics

./product_strategy_metrics/run.sh \
 --org "HHS" \
 --project 12 \
 --batch 100 \
 --quad "Quad 1.2" \
 --section "Metrics" \
 --section "Press release" \
 --section "Acceptance criteria"

View Quad 1.2 stats

Authenticate via Login.gov

• URL: Authenticate via Login.gov #2640
• Status: In Progress
• Participant count: 4
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Search/Opportunity Listing v2 *

• URL: Search/Opportunity Listing v2 * #2875
• Status: Planning
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Grant protocol specification *

• URL: Grant protocol specification * #2901
• Status: In Progress
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Full Support for Opportunity Attachments (NOFOs) *

• URL: Full Support for Opportunity Attachments (NOFOs) * #3045
• Status: Planning
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Simpler Application Workflow *

• URL: Simpler Application Workflow * #3348
• Status: Backlog
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Program-level KPIs

• URL: Program-level KPIs #2902
• Status: Prioritized
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

[DRAFT] Delivery metrics 2.0

• URL: Delivery metrics 2.0 #3377
• Status: Planning
• Participant count: 1
• Percent of template complete: 33%
• Filled sections: ['Press release']
• Incomplete sections: ['Metrics', 'Acceptance criteria']

[widal001]

I made the following changes to the deliverable ticket to reflect the narrowing of scope from all of Base Year 1 to Quad 2:

Replaced the phrase "Base Year 1" with "Quad 2" in the summary.

Summary

Project stakeholders can view a public roadmap with information about the features we plan to deliver in Base Year 1 Quad 2 across the SimplerGrants program.

Replaced "Base Year 1" and "quads 1-3" with "Quad 2" and "quads 1 and 2" respectively in the Acceptance criteria

• Base Year 1 Quad 2 deliverables: Agile deliverables have been identified and scoped for quads 1-3 quads 1 and 2 and documented as GitHub issues in the product roadmap using the deliverable issue template.

Removed references to Bloom Works in Acceptance Criteria (since they are tracking their work differently).

• Cross-program dependency mapping: The product roadmap captures the technical deliverables prioritized by each vendor in the SimplerGrants program (Nava, Agile Six, and Bloom Works) (Nava and Agile Six) and dependencies between these deliverables are noted in the GitHub issues.

[widal001]

Sprint 2.1 updates

Status: 🟡 Behind

Sprint goal

• Update deliverable spec to reflect revised scope
• (Stretch) Finalize Quad 2 non-enhanced deliverable specs and close out this deliverable

Accomplishments

• Updated the deliverable spec
• Continued refining Quad 2 non-enhanced deliverables

Rollover

• Finalize Quad 2 non-enhanced deliverables

Risks

• If we don't finalize Quad 2 deliverables in next week's SGG leads meeting, this may push into Sprint 2.3

Next sprint (Sprint 2.2)

• Finalize Quad 2 non-enhanced deliverables and close out this ticket.

[widal001]

Sprint 2.3 updates

Status: ✅ Done

Sprint goal

• Finalize Quad 2 non-enhanced deliverables and close out this ticket.

Accomplishments

• Max stewarded the process of finalizing the remaining quad 2 non-enhanced deliverables and created GitHub tickets for them.

Rollover

N/A

Risks

N/A

Final report

./product_strategy_metrics/run.sh \
 --org "HHS" \
 --project 12 \
 --batch 100 \
 --quad "Quad 1.2" \
 --section "Metrics" \
 --section "Press release" \
 --section "Acceptance criteria"

View stats

Authenticate via Login.gov

• URL: Authenticate via Login.gov #2640
• Status: In Progress
• Participant count: 4
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Search/Opportunity Listing v2 *

• URL: Search/Opportunity Listing v2 * #2875
• Status: In Progress
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Grant protocol specification *

• URL: Grant protocol specification * #2901
• Status: In Progress
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Full Support for Opportunity Attachments (NOFOs) *

• URL: Full Support for Opportunity Attachments (NOFOs) * #3045
• Status: In Progress
• Participant count: 2
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Simpler Application Workflow *

• URL: Simpler Application Workflow * #3348
• Status: Planning
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Delivery metrics 2.0

• URL: Delivery metrics 2.0 #3377
• Status: In Progress
• Participant count: 2
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Program-level KPIs

• URL: Program-level KPIs #2902
• Status: Prioritized
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

[DRAFT] Launch the CDN

• URL: [DRAFT] Launch the CDN #3174
• Status: In Progress
• Participant count: 2
• Percent of template complete: 33%
• Filled sections: ['Acceptance criteria']
• Incomplete sections: ['Metrics', 'Press release']

Open Source Community Growth

• URL: Open Source Community Growth #3314
• Status: Planning
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

Opportunity Email Notifications

• URL: Opportunity Email Notifications #3525
• Status: Backlog
• Participant count: 2
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []

[DRAFT] Simpler User Registration

• URL: [DRAFT] Simpler User Registration #3526
• Status: Done
• Participant count: 1
• Percent of template complete: 67%
• Filled sections: ['Press release', 'Acceptance criteria']
• Incomplete sections: ['Metrics']

Co-Design Quad 2

• URL: Co-Design Quad 2 #3654
• Status: Backlog
• Participant count: 2
• Percent of template complete: 67%
• Filled sections: ['Press release', 'Acceptance criteria']
• Incomplete sections: ['Metrics']

Update Storybook for USWDS + Brand

• URL: Update Storybook for USWDS + Brand #3745
• Status: In Progress
• Participant count: 1
• Percent of template complete: 0%
• Filled sections: []
• Incomplete sections: ['Metrics', 'Press release', 'Acceptance criteria']

Simpler SOAP Proxy/Router

• URL: Simpler SOAP Proxy/Router #3755
• Status: Backlog
• Participant count: 1
• Percent of template complete: 67%
• Filled sections: ['Press release', 'Acceptance criteria']
• Incomplete sections: ['Metrics']

Public Product Analytics

• URL: Public Product Analytics #3763
• Status: Backlog
• Participant count: 1
• Percent of template complete: 100%
• Filled sections: ['Metrics', 'Press release', 'Acceptance criteria']
• Incomplete sections: []