Overview and Background Workshop

After the project and contract kickoff, we hold our initial background and information workshop that is critical to setting the team up with the the right tools. We need to understand the project from the client's perspective. We need to know What we need to know and Where we can get answers. This is an extensive, foundational workshop. The information that is surfaced leads to agenda and questions we would want to work through in technical approach and alignment workshop.

Purpose

Who is CFPB and Office of Consumer Education and Engagement and what is their mission? What do they do for their customers?

Background

What are the Problem Scenarios that we are trying to solve? What is the Product Vision? What success looks like to us?

Current Solution

How are these problems currently being solved?

• Usability issues: What is unacceptable about the current solution from the user' standpoint.
• Technical issues: What are the technical issues that influenced the client to look for an alternative

Product Vision

How does the client currently see the new product.

• Vision and Phases: Break down project vision into potential phases.
• Project Mission and success metrics: Define project mission and metrics for success
• Timeline: Define tentative timeline for MVP and Phases.

Existing Research and Artifacts

Determine what kinds of information we think we need access to from our scrum team the design-side as well as the development-side.

• Knowledge transfer from CFPB product team
• Determine what kinds of preliminary research and artifacts are available, including existing user types, user stories and any prototyping that has been done.
• Determine what permissions will be necessary for identified Raft team members to access the information.

Deliverables

• Descriptions
• Due dates

Team Members

• Product Owner
• Key stakeholders from CFPB
• Raft Team