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Workshop: Designing a project component

🟩 A step-by-step guide to designing a project component

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The scenario: Preparing for a trade fair

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Archiolabs, an innovative B2B SaaS company specializing in cloud-based planning tools, takes part in one of the industry's most important trade fairs every year. The trade fair appearance is a central project for Archiolabs that has to be planned and implemented every year. It offers the opportunity to cultivate existing customer relationships, generate new leads and further strengthen the brand through direct interaction with the target group - planning offices, architects and project managers.

However, preparing for the trade fair is a complex and multi-faceted process every year. There are numerous steps to coordinate - from booking the stand space and developing the stand concept to planning travel, hotel bookings, transportation, stand staffing and follow-up work. As the trade fair only takes place once a year, employees often forget which specific tasks need to be completed and how the processes work in detail. This regularly leads to delays, extra work and unnecessary stress.

To counter these challenges, Archiolabs decided to develop a standardized project component for the trade fair appearance. This component is intended to:

  • Clearly structure the entire process and serve as a template.
  • Speed up and simplify the annual planning process.
  • Document the work steps in a comprehensible manner so that nobody has to start "from scratch".
  • Make targeted use of learning effects from previous years to continuously improve the process.

Workshop objective:

In this workshop, we develop the structure and content of this project component. Together we define:

  • Which recurring subtasks the trade fair preparation comprises.
  • What dependencies and sequences exist between the tasks.
  • What information, checklists and data points are needed to manage the project.
  • How the component is designed so that it can be used as a reliable tool for all future trade fair appearances.

At the end of the workshop, a first draft of the project component will be available, which will serve as a template for practical implementation in the Archiolabs planning system.

Framework of the workshop

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Ben Heinrich has gathered the team in the meeting room. The team sits at the large meeting table. Ben Heinrich is leading the discussion, Florian Bauer has opened Leadtime on the screen, which is projected onto the large monitor. Coffee cups are on the table, notepads are ready.

Participants:

  • Ben Heinrich (Managing Director): Initiator of the workshop, overview of the strategic importance of the trade fair appearance.
  • Laura Keller (Sales Assistant): Responsible for coordinating and scheduling meetings at the trade fair.
  • Lena Friedrich (Management Assistant): Responsible for organizational tasks - bookings of hotel, transport, stand space as well as orders.
  • Katja Fischer (Project Manager): Responsible for the design of the trade fair stand, printed materials, flyers.
  • Johannes Klein (Support Specialist): Assigned to stand service last year - knows the processes on site.
  • Florian Bauer (Senior Project Manager): Leadtime specialist, accompanies the workshop and takes over the implementation of the project component in parallel.

Phase 1: Developing the big issues

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Team discussion

Ben Heinrich: "Right, let's get started. Our first goal is to define the big topics, the so-called epics. These are the main blocks of our trade fair preparations and everything is geared towards them. Each epic stands for a clearly definable area that runs through the entire project like a common thread."

Lena Friedrich: "These are the overarching chapters, so to speak, so that we don't get bogged down in a hundred individual tasks later on, right?"

Ben: "Exactly. These epics help us to structure the project clearly. If we define them well today, we'll save ourselves the chaos in a few months' time. Florian, you have Leadtime open, right?"

Florian Bauer: "Yes, ready. I'll create the epics directly live."

Ben: "Great. Let's collect the big issues then - what are the big chunks that cost time and nerves every year?"

Laura Keller: "The scheduling. The customer appointments at the trade fair and the coordination beforehand. That's always a huge task."

Ben: "Yes, that's definitely an epic in its own right. Florian, please create it as 'Trade fair scheduling'."

(Florian types and creates "Trade fair scheduling" as an epic)

Lena: "Bookings and orders - all the logistics: stand space, hotel, rental cars, catering, electricity, stand builders ... that's a huge thing."

Ben: "Definitely. That's what I call 'organization & bookings'. Florian?"

(Florian creates "Organization & Bookings" as an epic.)

Johannes Klein: "Stand service. So who is at the stand when, who takes breaks. Last year we did it on call - never again."

Ben: "Exactly, it's better this time. 'Stand supervision & shift plan'?"

(Florian creates "Stand support & deployment plan" as an epic).

Katja Fischer: "Design and construction. The stand, the furniture, the graphics - everything that is visually and physically there. A lot of work goes into it every year."

Ben: "That's right, 'stand design & construction' fits well. Florian, please put it down."

(Florian creates "Stand design & construction" as an epic.)

Ben: "That gives us four big areas:

  1. Trade fair scheduling
  1. Organization & bookings
  1. Stand support & deployment plan
  1. Stand design & construction

Is there anything else missing?"

(The team thinks briefly, but no further suggestions are made)

Ben: "Okay, that looks very good. But I would change the order. "Organization & bookings" should come first, then "Stand design & construction". The "Scheduling" comes next, and only at the end the "Stand support" - everything in the order in which we work through the things.

(Florian moves the epics via drag & drop in the tree view).

Before we go any further, one more important point: we always have things that are so big that they are practically projects in their own right. In such cases, it can make sense not just to create an epic, but to create a separate component - in other words, a separate construction kit that we can reuse every year."

Katja: "Yes, the brochure comes to mind immediately. It was a huge undertaking last year - with texts, design, printing and approvals."

Ben: "Exactly, that's a good example. We probably do a brochure like that every year - and every year we ask ourselves how we actually did it last time. That's the perfect candidate for a separate component."

Florian: "So not an epic, but a separate component, right?"

Ben: "That's right. Florian, please create it under 'Trade fair brochure'. We can then store the typical steps such as texts, design, editing, printing - and next year we'll simply use it again."

(Florian creates the "Create brochure" component)

Ben: "Great. That gives us the main lines: a "Trade fair presence" component with 4 epics for the main areas of "Organization", "Stand design", "Dates" and "Stand support". There is also a second component for creating a brochure. We'll leave these empty for now, because that would take us too far afield. Today we're just concentrating on the trade fair appearance itself."

Lena: "That gives us a bit of structure."

Procedure in Leadtime

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1. create a new component

  • Navigate to Your company → Component library in the left-hand menu.
  • Click Add component at the top right.
  • A dialog box opens. Fill in the following fields:
    • Icon: Select a suitable icon so that the component is easier to recognize in the overview.
    • Name: Enter a precise name for the component.
    • Description: Describe the purpose of the component. What should it be used for?
    • Tags: Tags are used for the subsequent assignment of tickets. Recommendation: Use a simplified version of the component name as a tag.
    • Internal note: Enter internal notes or work instructions for people who will later work with the component. For example, special dates or important project steps.
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  • Click on Save.

2. add blocks to the component

  • Select the newly created component in the overview.
  • Switch to the tree view (default view for further work).
  • Click on the plus icon to add blocks to the component.
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3. create first epics

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  • Select Create epic.
  • Fill in the fields:
    • Icon: Optional, for better visual differentiation.
    • Name: Name for the workspace or phase, e.g. "Design phase".
    • Description: Explain the content, the WHAT of the epic.
    • Tags: Use a tag that will later be used for all associated work packages, checklists or tests.
    • Internal note: Enter an implementation instruction for the team that is to implement this epic at a later date. The point here is to describe the HOW .
  • Save the epic.

4. optimize structure

  • The epics and later other building blocks can be rearranged in the tree view using drag & drop.
  • Make sure that the order of the elements corresponds to the actual project flow.

5. prepare further components

If it has already been determined in the meeting that further components are required (e.g. "Brochure creation"), create these directly according to the same scheme.

This completes the first phase - the structure of the component is in place and the first epics have been created.

The concrete work packages, checklists and tests then follow in the next phase.

Phase 2: Developing the work packages of an epic

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Team discussion

The team continues. Now the specific work packages for the "Organization & Bookings" epic are to be developed. The atmosphere is productive, everyone is focused. Florian projects the Leadtime input window for work packages onto the wall.

Ben: "So, we're going to go through the individual work packages now. Last time, we already discussed the topics of booking stand space, procuring stand equipment, booking a hotel, booking a van and the kick-off meeting. Now it's time to create the specific packages - and this time we're making sure that we fill in all the fields properly. We need the information not only for the implementation, but also for our planning and budgeting."

Florian: "I'll explain this again briefly so that we're all on the same page. You have to fill in the fields here for each work package:

  • Description: This is where you write WHAT is to be done in this package - i.e. the task itself.
  • Tags: The tags of the epic are inherited automatically, e.g. I have given the entire component the tag 'messe' and the first epic the tag 'messe_orga'. These tags are inherited by all elements within the work package. Later, when we create tickets from these work packages, this will give us an additional overview. You don't necessarily have to assign another tag at work package level, but it could be used in our workflow.
  • Internal note: This is often what is forgotten. This is where you explain the HOW - i.e. the work instructions for the person who will later process the work package. When someone receives the package, he or she should immediately know how to tackle the task without having to ask.
  • Minimum effort: And that's very important now..."

Ben: "Exactly, the minimum effort! I want you to estimate how many hours it will take you to complete each work package. We need these estimates for two things:

  • So that I can budget the project better in advance - in other words, how much effort we will have to put in overall.
  • So that we can see later in controlling whether we've stayed on schedule or whether there's a hitch somewhere."

Lena: "Does that mean we now roughly estimate the hours for each work package?"

Ben: "Yes, it doesn't have to be rocket science. It's better to be too generous than too tight. If you think it will take two hours for 'Book hotel', then enter two. If it was only one afterwards - that's okay too. But we need a basis."

Laura: "And if we can't estimate a package well?"

Ben: "Then it's better to use more than too little. And if in doubt, we'll ask someone who's done it before."

Florian: "So to summarize

  • Description = WHAT needs to be done
  • Tags are for the structure
  • Internal note = HOW the topic should be tackled
  • and minimum effort = how many hours this step will take.

Can we manage that?"

Team (nods in agreement): "Yes!"

Ben: "Good, then let's go. We'll now tackle each of the work packages individually."

The team starts with "Book stand space".

Lena: "So, that means we reserve the stand space with the trade fair company. I know how to do that, I do it every year. I'd say if we take the same offer as last year, it will take maybe two hours with coordination and a few emails."

Florian: "Okay, I'll put that in:

  • Description: Reservation of stand space with the trade fair company, clarification of placement and size.
  • Tags are already there.
  • Internal note: Please check whether the same stand space is available as last year. If not, request alternatives.
  • Minimum effort: 2 hours."

Ben: "Perfect, go ahead."

Katja: "Procure stand equipment, that's the furniture and technology. I have to get a quote from the stand builder and possibly rent something in addition. That's difficult to say. If we don't change anything, it takes three hours. If we decide to design a new stand, then of course we'll open a huge barrel."

Ben: "Maybe we can make a new component for that later. But it says minimum effort here, so we'll do the three hours because that's what it takes - even if we just carry everything over from last year."

Florian: "Okay, I'll write:

  • Description: Obtain quotes for stand furniture and technical equipment, order after coordination.
  • Tags are there.
  • Internal note: Please ask the stand builder for the standard packages first, then check options for special requests.
  • Minimum effort: 3 hours."

Ben: "Great, go on."

Laura: "I'll book the hotel again. I'll call the hotels we know and see if we can get something nearby again. I'd also say two hours."

Florian: "So: Description: Researching and booking hotel rooms for the entire team. Tags are there. Internal note: First ask for regular hotels, then check alternatives within a maximum radius of 2 km.

Minimum effort: 2 hours."

Laura: "Can we perhaps include the contact details of the hotels in the description text? That would be handy."

Ben: "Yes, of course. Please complete these work packages with any information that could be helpful for your work. You can also upload any order forms or other files to these work packages.

Florian: "Good, and transporters?"

Lena: "I can do that too. Rent it as usual from our rental company. I'd say one hour."

Florian: "So:

Description: Hire a van for setting up the stand and transporting materials.

Tags are there.

Internal note: Reserve van at least one week in advance, coordinate pick-up and return with the team.

Minimum time required: 1 hour."

Ben: "So now we've covered the main booking topics. But I've just noticed one more thing: When and how do we actually make the decisions? Last year it was often like this: We discussed it forever until someone finally took care of it."

Johannes Klein: "That's right, we sometimes lost weeks just because it wasn't clear who was doing what."

Ben: "That's why I suggest we hold a kick-off meeting at the start of every trade fair project to discuss these issues. We clarify directly: What space do we want? Which hotel? Do we need a transporter? And then we distribute the tasks."

Lena: "That sounds sensible. Otherwise we'll get bogged down again."

Ben: "Florian, please add a work package for organizing the kick-off meeting."

Florian: "So:

  • Description: Planning and holding the kick-off meeting to prepare for the trade fair.
  • Tags are there.
  • Internal note: Prepare agenda (stand space, equipment, hotel, transportation, staff),
  • Clarify responsibilities.
  • Minimum effort?"

Ben: "Hm. That's difficult. The meeting will probably last two hours or so. But if 5 people take part in the meeting, it will actually take 10 hours."

Florian: "We can solve that with a multiplier. I'll explain that later. Let's just enter a minimum value here for how long it would take for one person. So hours."

Laura: "I thought of something else: Wouldn't it be good if we had a checklist before the kick-off so that we know what we need to clarify beforehand?"

Ben: "Good idea."

  • Florian: "There's a special 'checklist' work package for that. It's similar to a ticket, except that it contains lots of individual small tasks that need to be completed:
  • Description: preparing for the kickoff meeting.
  • Tags are there.
  • Internal note: Check the list against past experience, consult with Ben.
  • Minimum effort: 1 hour.

I would now move the checklist and the kickoff meeting to the top of the list before the other work packages, because we want to deal with these issues before anything else. Like this."

Ben: "Perfect, then we've got that. Our epic is now complete."

Procedure in Leadtime

Now that the basic structure of the component has been created in the first phase, it's time to create the specific work packages and checklists within the first epic "Organization & Bookings".

1. create work packages

  • In the tree view of the component, click on the plus symbol in the "Organization & bookings" line.
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  • A context menu opens with three selection options:
    • Create acceptance test
    • Create checklist
    • Create work package
  • Select"Create work package".
  • A dialog box opens with the following fields:
    • Icon: Optional symbol for visual identification.
    • Name: Title of the work package, e.g. "Book stand space".
    • Description: Explanation of the task, e.g."Reservation of stand space with the trade fair company, clarification of placement and size".
    • Tags: Optional, but are automatically inherited from the epic and the component.
    • Internal note: Notes on implementation, e.g."Please check whether the same stand space is available as last year. If not, request alternatives."
    • Minimum effort: Estimated minimum effort in hours, e.g. "2".
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  • Click"Save".

2. create further work packages

Further work packages are created in the same way as the first task:

  • "Procure exhibition stand equipment"(enter description and minimum effort as required)
  • "Book transporter"
  • "Organize kickoff meeting"

3. create checklist

  • Select "Create checklist" in the same context menu.
  • Define the title and individual task items (to-dos) for the checklist.
  • Example: "Prepare kickoff meeting" with tasks such as:
    • Create agenda
    • Invite participants
    • Check technology

4. sorting in the component tree

  • The newly created work packages and the checklist can be rearranged in the component tree using drag & drop.
  • In this example, the "Kickoff meeting" and the associated checklist have been moved to the top, as these are to be carried out first.

Phase 3: Specifying the work packages with forms

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Team discussion

Ben: So, we're now going into even more detail. We've defined our epics and created the work packages - now it's a matter of precisely specifying the tasks within the packages. We start with the "Kickoff preparation". Laura, what do we need there?

Laura: Well, we need to make sure in advance that we have gathered all the relevant points for the kick-off meeting. To make sure we don't forget anything, we should draw up a checklist of preparatory tasks.

Florian: Exactly. Let me show you briefly how this works. We can create so-called to-dos for the checklist. These are intended for small, clear tasks that are simply ticked off so that the preparation runs smoothly.

(Florian opens the "Kickoff preparation" checklist in Leadtime and shows the input screen for to-dos).

Florian Bauer: You see, we can simply enter the tasks here as a list.

(The team workshopped a series of to-dos for the checklist).

  • Set a kickoff meeting date: Based on availability, find the appropriate date for the kickoff meeting and send the calendar entry to everyone involved.
  • Prepare the meeting room: Block suitable meeting room. Check whether the room is large enough for all participants and whether technical equipment such as a projector and whiteboard is available. Before the kick-off meeting, check the presentation technology in the booked room (projector, laptop connection, WLAN, speakers). Report any defects directly and organize alternatives.
  • Compile current trade fair documents: Obtain all relevant documents for the trade fair (stand plans, organizer information, booking guidelines, cost overview) from the trade fair website or from the previous year and store them in a shared folder.
  • Obtain budget specifications from Ben: Hold a brief coordination meeting with Ben Heinrich to clarify the maximum budget for the trade fair planning. Make a note of which cost items you want to keep a close eye on.
  • Review relevant documentation from the previous year: Review reports, minutes and lessons learned from last year's trade fair participation and check for relevant findings for this year's planning.
  • Create project in Leadtime: Initially create the new trade fair project in Leadtime, load component, add responsible teams.

(Florian types in the points.)

Ben: Perfect. You can then work through the points one by one. And what about the work packages themselves?

Florian: They've already been created. Let's take the "kick-off meeting". Each work package in Leadtime has a form that we can attach. I'll briefly explain why this is important.

(Florian opens the "Kickoff meeting" work package.)

Florian: The description of the work package contains the "what" - in other words, what needs to be done. The "internal note", on the other hand, serves as an instruction for the person carrying out the work, i.e. the "how". However, the requirements must be clear so that the person can actually complete the work package. That's exactly what the form is for.

Ben: The point is that every time we do a project like this, the situation is always a little different: different people come along, we might want to take a different stand with us or try out a different presentation concept. With the form questions, we can customize the work package to the specific situation, so to speak.

Florian: Exactly. And the questions for this first task package could help us to talk about the right topics at the kick-off meeting. You then work through the points in the meeting and enter the answers directly into the form. And the answers also have an impact on the other work packages.

Ben: Great. Let's collect the questions for the kick-off meeting.

(The team develops the questions together).

  • Who will take over the project management?
  • Question type: Person
  • Description: Responsible for managing the entire trade fair project.

Florian: "Person" is a special question type. You can use it to directly select a person from our team. This is super practical because the person can then also be entered as the person responsible in the subsequent tasks. And we can always see who is specifically responsible.

  • Which team members are going to the trade fair?
  • Question type: Person
  • Description: Selection of people who will be on site at the stand.

Florian: We also use "person" here. You can select several people, for example everyone who will be on stand duty. This is much clearer than simply writing it in the text.

  • Is a new stand needed?
  • Question type: Radio button (yes/no)
  • Description: Clarification of whether a new stand model will be developed or the existing one used.

Florian: We can use this question later for a condition.

Katja: What is a condition?

Florian: Work packages can be shown or hidden depending on certain answers. Let's take the question "Do we need a new exhibition stand?" as an example. If the answer is "No", we can use a condition to specify that the work package "Design new exhibition stand" is automatically hidden.Katja: Cool, so that means the structure of the project automatically adapts to our answers?

Florian: Yeah baby, you got it. Let's get on with it

  • Who organizes the hotel bookings?
  • Question type: Person
  • Description: Determine responsible person.

Who takes care of the stand design?

Question type: Person

Description: Determine responsible person.

How many people will take part in the kick-off meeting?

Question type: Multiplier

Description: Determine the number of participants. Duration per person: 2 hours.

Florian: The multiplier is particularly helpful when the duration of a task depends on the number of participants. For example: The kickoff meeting lasts 2 hours per person. So if we enter here in the form that 5 people are taking part, Leadtime automatically calculates 5 times 2 hours, i.e. 10 hours, as the effort. This is enormously helpful for later time planning and budgeting.

(The team continues)

  • Which delivery dates must be observed?
  • Question type: Short text
  • Description: Relevant deadlines for exhibition stand construction, printed materials, etc.
  • Is there a current order form from the trade fair company?
  • Question type: File upload
  • Description: If available, please upload.
  • Who will organize the transport?
  • Question type: Person
  • Description: Specify the person responsible for vehicle booking and logistics.
  • How do we secure our exhibition stand?
  • Question type: Radio buttons
  • Description: In the past, there has always been minor damage to our stand at night. How do we ensure that this does not happen?
  • Options: Stand guard, camera surveillance, no guard

Ben: Perfect. That's exactly the structure we need so that we don't have to start from scratch every year.

Florian: And don't forget: this form principle applies to all work packages. For each package, think about which questions you want to clarify so that no more queries are necessary at the end.

Ben Heinrich: So, let's move on to the other packages. Or do you need a little break?

Procedure in Leadtime

The next step is to complete the work packages and checklists that have already been created using forms. These forms help to flexibly adapt the work packages to the respective project situation.

In our example project, the initial situation varies from year to year - for example, the trade fair participants change or a new stand has to be built. The form questions help to adapt the work packages to the specific, current situation.

Create a checklist (to-do list)

Checklists consist of individual tasks that have to be completed one after the other.

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This is how it works:

  • Select the checklist (e.g. "Preparation kick-off") in the component tree.
  • Click on the "Add to-do" button in the middle .
  • A dialog box opens:
  • Enter the title of the to-do (e.g. "Set kick-off date").
  • Optional: Add a description.
  • Save.

The to-do now appears in the checklist and can be ticked off during project implementation.

Add questions to work packages

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Questions allow you to flexibly adapt a work package to the specific project situation.

This is how it works:

  • Select the work package in the component tree (e.g. "Kick-off meeting").
  • Click on "Add question".
  • A dialog box opens:
  • Title: Short description of the question (e.g. "Project management").
  • Question: Formulated question (e.g. "Who will manage the project?").
  • Description: Explanation of the question (e.g. "Responsible for managing the entire trade fair project.").
  • Question type: Select the appropriate question type (e.g. "Person").
  • Save.

The question is added to the work package and filled in when the project starts later.

Special features: Multiplier question

The multiplier question type influences the effort estimate of the work package:

- Example: Question "How many people will attend the kick-off meeting?"

- The question states that 2 hours are planned per person.

- If the user later enters "5 people", the effort is automatically set to 10 hours.

Sorting questions

The order of the questions can be changed using drag & drop. For example, the question about the number of participants is often useful at the beginning.

Phase 4: Refining the project structure with conditions

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Team discussion

After a long and intensive workshop, interrupted by several breaks, the team has now created the work packages for all epics and equipped them with forms. New ideas kept coming up during the development process, so Florian adapted and expanded the component tree several times. Additional epics and work packages were created or existing ones merged. Florian points out that all elements of the component tree can be moved using drag & drop. It is even possible to move a question from one work package to another. Now, late in the afternoon, everyone is a little exhausted but satisfied. It is a good feeling to have created a sustainable solution for an annually recurring, time-consuming project.

Florian: "Okay, final spurt! Now that the structure is more or less in place, let's move on to the conditions. I've been putting this off all day because it's simply better to do it once you have the overall project in front of you."

Florian explains once again what conditions are: "With conditions, we can ensure that certain questions or work packages only appear if a previous answer fulfills a certain condition. This keeps the component clear and only ever shows the relevant tasks."

As a first practical example, the team opens the work package "Procure exhibition stand equipment". A condition is to be added there:

  • Question: "Do we need a stand guard?" (with yes/no as answer options)
  • Follow-up question: "Please book stand guard and upload order form" - this should only appear if the first question was answered with "Yes".
  • In addition, the minimum effort is increased by 2 hours if the answer is "Yes".

The second example concerns the work package "Stand supervision & deployment plan". The question is inserted here: "Do we need new business cards?". If this question is answered with "Yes", the work package "Order business cards" should appear automatically.

The team works out further conditions in various packages.

Ben: "Does anyone else have an idea?"

Johannes: "Yes, we forgot a thousand things at the trade fair last year. I had to go to the hardware store three times. Can't we make a checklist for the packing plan?"

Florian: "Good idea! Even better: we could create an acceptance test instead. It's more accurate than a simple checklist. Acceptance tests actually come from software development. They are a bit more flexible."

Florian explains:

Acceptance tests consist of:

  • Title
  • Title Description
  • Steps
  • Expected result
  • During the acceptance test, the inspector can specify: "Passes" or "Does not pass" and leave a comment in the second case.
  • If "Does not fit" is selected, a ticket can be created directly to resolve the problem.

Katja: "Cool, we can also use that for our software projects!"

The team develops the first test cases for the packaging plan together. Florian shows the "Toolbox" test case as an example:

  • Title: Toolbox
  • Description: "Please check whether the toolbox is stowed away. Specifically, it should contain:"
  • Steps:
      1. Open the toolbox
      1. Check contents
  • Expected result: "Screwdriver, hammer, adhesive tape are available"

Ben: "Let's create a final work package "Lessons Learned Meeting". After the fair, we'll take some time to write down together what went well and what didn't. Then we'll revise the project component - both the effort estimates and the content, if necessary."

Everyone agrees and thinks it's a great idea.

Ben ends the session: "When the project actually starts, I'll ask you to enrich the work packages in the component library with more information if necessary, if that makes it easier to implement."

Procedure in Leadtime

In the final phase of component creation, the aim is to refine the structure of the project in a targeted manner. This refinement is achieved by using conditions that only make certain work packages, questions or acceptance tests visible if a previously defined condition is met.

The aim of this phase is to reduce the complexity of completing the project later on. Unnecessary work packages and questions are dynamically hidden so that only the elements relevant to the respective project are displayed.

When is this phase useful?

Refinement should take place when the basic structure of the component is in place and most of the epics and work packages have already been defined. By integrating conditions, individual branches in the component tree can then be activated or deactivated as required.

Example 1: Conditional question

Let's assume there is a question in the "Kickoff Meeting" work package: How do we secure our exhibition stand?

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Answer options (radio button):

  • No security
  • Stand guard
  • Camera surveillance

An additional question should now appear in the " Procure exhibition stand equipment " work package if the stand security option has been selected.

  • Add a new question "Organize stand guard" to the work package "Procure exhibition stand equipment".
  • Description of the question: Please organize stand guard and upload document.
  • Question type: Rich text editor.
  • Add condition:
  • Component: Trade fair planning
  • Element: Kickoff meeting
  • Target: Question "Security"
  • Condition type: Answer contains "Stand guard"
  • Save.
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The question "Organize stand guard" only appears if the option "Stand guard" has been selected in the question "How do we secure our stand?".

Example 2: Conditional work package

Let's assume there is a question in the Stand support & deployment plan work package: Do we need new business cards?

Possible answers (radio button):

  • Yes
  • No
  • If the answer is Yes, a work package Order business cards should appear.
  • Create work package "Order business cards".
  • Description: Have new business cards printed.
  • Add condition:
  • Component: Trade fair planning
  • Element: Stand support & deployment plan
  • Objective: Question "Do we need new business cards?"
  • Condition type: Answer is equal to "Yes"
  • Save.

The work package "Order business cards" is only displayed if the question "Do we need new business cards?" is answered with "Yes".

Note on acceptance tests

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Acceptance tests are a special type of work package. They work in a similar way to checklists, but with detailed test steps and expected results.

  • An acceptance test defines:
  • Title of the test
  • Description of the scope of the test
  • Concrete steps for execution
  • Expected result
  • A tester checks the specifications and documents the result.
  • If a test fails, a new ticket can be created directly for troubleshooting.
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