DOI: 10.5281/zenodo.14916678
title: Establishing Technical Debt Management - A Five-Step Workshop Approach and an Action Research Study

description: The additional material for the paper "Establishing Technical Debt Management - A Five-Step Workshop Approach and an Action Research Study" comprises the following documents:

 

* Guideline_to_Use_TD-SAGAT.docx (.pdf)

    A short guideline on how to use the TD-SAGAT method.

* SAGAT_for_TD_from_Goals_to_Queries.pdf

  Determination of survey questions by following the SAGAT approach of following the hierarchy of goals, subgoals, decisions, requirements, and queries 

* WIKI page on technical debt.pdf

  The teams' wiki page on TD management written by the TD manager

* AzureTDTickets_Template.pdf

  Screenshot of the backlog's TD item template as presented in the paper for better readability.

* OverviewOfActionCycles_ExtendedTable5.xlsx

  Table 5 (Overview of actions cycles with workshop topics, TD activities, actions taken, and learning) as an Excel sheet with additional information on actions and learning, which we did not put into the paper

 

* Workshops/workshop_slides/TDMGuide_<x>_Workshop.pptx

    Slides for each of the six workshops 

* Workshops/workshop_slides/TDMGuide_0_InitTalk_35Min_EN.pptx

  The initial one-hour introduction into the TD topic (~40 min. talk + 20 min. for a short discussion) 

 

* Workshops/workshop_flipcharts/WS<No.>_<explanation>.jpg

  Six anonymized flipchart photos to give an impression of the workshops, particularly of the kick-off workshop (other workshops made less use of flipcharts).

  Translations are directly included in the photos, except for ...

* Workshops/workshop_flipcharts/WS1_Topic Cache - Translation.txt

  Translation of the German topic cache in an extra file, as there were too many topics to translate in the photo

 

* Workshops/Workshop Agendas.pdf

Agendas for the kick-off workshop and a general agenda for further workshops, each with a detailed agenda for workshop moderators and a rough agenda for participants.

 

* Workshops/ TD_Energy_Matrix.xlsx

  Matrix where participants mark their own, the teams, and the companies' (assumed) level of willingness to invest in a TDM versus their (assumed) evaluation of TDM's importance. Used in kickoff workshop

 

 

* Evaluations/Backlog_Evaluations_and_Figures.xlsx

- Backlog data from the 5th workshop (for 6th workshop, we used the PowerBI Visualization instead)

- Evaluation of this data comprising 

- priority calculations based on priority risk and 

- priority calculations based on priority risk based on ROI

 

* Evaluations/Meetings_Overview_Observations_Evaluation_Figures.xlsx

- Overview of all meetings plus information on length, participants, whether a video exists and was used for evaluation

- Filled out observation protocols from different meetings

- Summation, evaluations, and resulting figures

 

* Evaluations/TD-SAGAT_Survey_and_SurveyResults_Figures.xlsx

- Survey questions for TD-SAGAT plus results

- Evaluation plus figures

 

* Evaluations/Workshop_Survey_and_SurveyResults_Figures.xlsx

- Survey questions for Workshops plus results

- Evaluation plus figures

 

* Evaluations/Kickoff_Survey_and_SurveyResults.xlsx

- Survey questions for Kickoff Workshops (incl. questions on current TDM process) plus results

- Evaluation in Workshop_Survey_and_SurveyResults_Figures.xslx

 

 

* Visualizations/V<No.>_<adopted|mockup>_<explanation>.png

- "adopted" visualizations are similarly presented in the paper in Fig. 2.

- "mockup" visualizations were presented during the workshops but not adopted in this form. 

If a respective "adopted" visualization for this No. exists, the visualisation was replaced by a more suitable one. 

If no respective "adopted" visualization for this No. exists, the visualisation was discarded.

 

 

* Visualizations/Dashboard <Manager|Team>.png

- shows the dashboard mockups for the manager and the team, respectively. 

Visualizations presented in the dashboards that were not adopted by the team were removed or replaced by the improved visualizations in the final dashboard versions.