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©2021 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760
Enterprise Agility with Jira Align Part 1:
Facing the Challenges Head On
SPEAKERS
Jesse Pearlman
Business Agility Consultant
Cprime
Alan Furlong
Head of Business Performance
Cprime
©2021 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760
4
©2021 Cprime, Inc. All rights reserved and no copying without express written permission.
AGENDA
01
CHALLENGES TO ACHIEVING ENTERPRISE
AGILITY
02
MAKING STRATEGY AND VALUE VISIBLE WITH
JIRA ALIGN
03
CONNECTING STRATEGY AND VALUE TO
EXECUTION
04 KEEP THE CONVERSATION GOING/Q&A
Challenges to Achieving
Enterprise Agility
Scaling agility to the Enterprise is fraught with
challenges that have been well documented.
We’ll be focusing on three of the most common
ones that are faced once the decision to scale
agile to the Enterprise is made.
Lack of Visibility into
• Vision and Mission
• Strategies
• Value Flow
• Framework
• Processes
THE THREE COMMON CHALLENGES ENTERPRISES FACE
Not Focused on Value Delivery
• Project/Program focused
• No clear Portfolio/Product Vision
• Lacking Meaningful Metrics
• Siloed Operations
THE THREE COMMON CHALLENGES ENTERPRISES FACE
Failure to Train on
• The Change and it’s reason
• The Framework and it’s value
• Its Processes and it’s value
• The Agile Tools and their value
THE THREE COMMON CHALLENGES ENTERPRISES FACE
Making Strategy and Value Visible
with Jira Align
THE STRATEGIC VIEWS IN JIRA ALIGN
The first session in our summer LPM Webinar series dealt with making strategy visible as a key
means of bringing greater alignment to your organization.
Jira Align brings the necessary visibility and following alignment to any enterprise
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
THE STRATEGIC VIEWS IN JIRA ALIGN
The first session in our summer LPM Webinar series dealt with making strategy visible as a key
means of bringing greater alignment to your organization.
Jira Align brings the necessary visibility and following alignment to any enterprise
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
THE STRATEGIC VIEWS IN JIRA ALIGN
The first session in our summer LPM Webinar series dealt with making strategy visible as a key
means of bringing greater alignment to your organization.
Jira Align brings the necessary visibility and following alignment to any enterprise
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
THE STRATEGIC VIEWS IN JIRA ALIGN
The first session in our summer LPM Webinar series dealt with making strategy visible as a key
means of bringing greater alignment to your organization.
Jira Align brings the necessary visibility and following alignment to any enterprise
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
THE STRATEGIC VIEWS IN JIRA ALIGN
The first session in our summer LPM Webinar series dealt with making strategy visible as a key
means of bringing greater alignment to your organization.
Jira Align brings the necessary visibility and following alignment to any enterprise
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
A Strategic Roadmap provides a cohesive view of the Enterprise Strategies
as they are being pursued by the delivering Value Streams.
The Roadmap allows portfolios to understand where they can apply Epic
levels of value that support the continuing delivery of Strategic Themes
• Month by Quarter View
• Portfolio Epics by Strategic Theme
Jira Align allows a robust view into the Lifespan of the Strategic Themes
and their supporting Portfolio Epics via the Strategic Roadmap
• Progress is displayed on the Roadmap
• Health can be displayed
• Target Start and Stop Dates can be displayed
• Time horizon is customizable
THE STRATEGIC ROADMAP
A Strategic Roadmap provides a cohesive view of the Enterprise Strategies
as they are being pursued by the delivering Value Streams.
The Roadmap allows portfolios to understand where they can apply Epic
levels of value that support the continuing delivery of Strategic Themes
• Month by Quarter View
• Portfolio Epics by Strategic Theme
Jira Align allows a robust view into the Lifespan of the Strategic Themes
and their supporting Portfolio Epics via the Strategic Roadmap
• Progress is displayed on the Roadmap
• Health can be displayed
• Target Start and Stop Dates can be displayed
• Time horizon is customizable
THE STRATEGIC ROADMAP
Epics by
Strategic Theme
Month by Quarter
Strategic Theme
Portfolio Epics
Yearly Horizon
Connecting Strategy and Value to
Execution
PORTFOLIO EPICS – THE DETAILS
A Portfolio Epic is intended to
capture a significant amount
of value to be delivered to the
market within 6 months to
approximately two years
It is intended to provide all
the necessary information
needed by the Portfolio/Value
Stream to validate its
alignment to strategy, the
technical ability to delivery,
the costs, intended benefits,
and its measurable outcomes
PORTFOLIO EPICS – LIFECYCLE
20
It ensures that all necessary
governance and compliance
needs are met before the
teams begin to develop code
Jira Align Process Flows
• Configurable steps
• Notifications on
step transition
• Drives data integrity
• Compliance and
Governance in one view
The Portfolio Epic Lifecycle identifies the steps and criteria that the Portfolio Epic
needs to pass through and meet for funding and alignment to the Programs/trains
Facing the Challenges
with Jira Align
At the start of this presentation, we discussed
the 3 main challenges organizations face once
they have decided to take on the task of
transforming and scaling their enterprise.
We also showed how Jira Align starts to
resolve those challenges
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room
• Strategic Themes
• Portfolio Epics
• Process Flows
FACING THE CHALLENGES WITH JIRA ALIGN
In our Next Session…
IN OUR NEXT SESSION
Look forward to learning how Enterprises can establish and radiate
their scaling agile framework and processes, build robust backlogs,
understand how and what can be committed to a planning period, and
how to radiate the intended Risks, Dependencies, and Objectives that
are driven from such large planning sessions.
You’ll also understand just how Atlassian’s Jira Align works with
Enterprises to make all the relevant data visible and actionable
KEEP THE CONVERSATION GOING…
• Connect with our speakers on LinkedIn
• Check out Cprime upcoming webinars, read our blog, download
whitepapers/case studies & more:
• www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or
give us feedback!
• learn@cprime.com
©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.
FOLLOW US ON SOCIAL MEDIA
Share in the conversation & keep updated on
thought leadership, events & more!
on LinkedIn, Twitter, Facebook, & YouTube
QUESTIONS?
WWW.CPRIME.COM | 877.753.2760
QUESTIONS?
QUESTIONS?
WWW.CPRIME.COM | 877.753.2760
THANK YOU
WWW.CPRIME.COM | 877.753.2760
SCALING THE ENTERPRISE WITH JIRA ALIGN
Executive
Strategic Initiatives
Investment Prioritization
Execution Status
MVV
Fiduciary Rollup
Execution Transparency
Portfolio Owners
Enterprise Architect
Epic Owner
Strategy & Investment Funding
Demand Management
Budgeting (Optional)
Strategic Themes
Epic Business Cases & Kanban
Epic Backlog
Epic Business Cases & Ranking
Solution Portfolio Manager
Enterprise Architect
Solution Engineer
Prioritize Enablers & Capabilities
Synchronize Value Streams
Deliver Solution Demo
Capability Backlog
Release Train Engineer
Systems Engineer
Product Manager
Roadmap Planning
Release Planning
ART Sync:
PO Sync, Scrum of Scrums
Backlog & Backlog II
Program Increments & Releases
Program Board
Dependency Maps
Agile Teams
Product Owner
Scrum Master
Backlog Refinement
Sprint Planning
Tasking & Estimation
Daily Standup
Sprint Review and Retro
Sprint Planning Meeting
Daily Standup Meeting
Sprint Retro
ENTERPRISE
PORTFOLIO
SOLUTION
PROGRAM
TEAM
TEAMS & ROLES CEREMONIES & ACTIVITIES JIRA ALIGN SUPPORT
SCALING JIRA WITH JIRA ALIGN
Jira Align
Team Backlog and
sprint management
Project Planning,
Forecasting,
Dependency, Release
Management
EPMO/ Portfolio/ARTs
Teams
Jira
Data
Sync
• PM creates Features in Jira Align
- Integration with Jira pushes
down work to Train level project
(Jira Epics)
• PO creates stories in Jira Align,
assigns work to team’s project
- Pushed down to Team Jira Project
from Jira Align
• Team members creates stories and
tasks in Jira
• Team members complete work in Jira
• Scrum Master or team members
create sprints
• Scrum Master / team start and
stop sprints on Jira Boards
- Pulled up from Team Jira Project
to Jira Align
JIRA FOUNDATION Best Practices for Scaling Jira & Jira Align
Epic Feature Epic Feature
Feature Feature
Planning Increment (PI)
Sprint
Story
Story
Sprint
Story
Story
Sprint
Story
Story
Story Story Story Story
Team Project
Story
Subtasks
Bugs
Board
Sprint
Board
Sprint
Team Project
Story
Subtasks
Bugs
Epic
ID Link
Program Project
Jira Jira Align
Jira Projects align to Jira
Align Program
Jira Board
FEEDS to
Users and
Sprints
Jira Epics become Jira Align features
Jira stories become Jira Align stories
As part of the program backlog

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Enterprise Agility with Jira Align Part 1: Facing the Challenges Head On

  • 1. ©2021 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760
  • 2. Enterprise Agility with Jira Align Part 1: Facing the Challenges Head On
  • 3. SPEAKERS Jesse Pearlman Business Agility Consultant Cprime Alan Furlong Head of Business Performance Cprime
  • 4. ©2021 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760 4 ©2021 Cprime, Inc. All rights reserved and no copying without express written permission.
  • 5. AGENDA 01 CHALLENGES TO ACHIEVING ENTERPRISE AGILITY 02 MAKING STRATEGY AND VALUE VISIBLE WITH JIRA ALIGN 03 CONNECTING STRATEGY AND VALUE TO EXECUTION 04 KEEP THE CONVERSATION GOING/Q&A
  • 7. Scaling agility to the Enterprise is fraught with challenges that have been well documented. We’ll be focusing on three of the most common ones that are faced once the decision to scale agile to the Enterprise is made. Lack of Visibility into • Vision and Mission • Strategies • Value Flow • Framework • Processes THE THREE COMMON CHALLENGES ENTERPRISES FACE
  • 8. Not Focused on Value Delivery • Project/Program focused • No clear Portfolio/Product Vision • Lacking Meaningful Metrics • Siloed Operations THE THREE COMMON CHALLENGES ENTERPRISES FACE
  • 9. Failure to Train on • The Change and it’s reason • The Framework and it’s value • Its Processes and it’s value • The Agile Tools and their value THE THREE COMMON CHALLENGES ENTERPRISES FACE
  • 10. Making Strategy and Value Visible with Jira Align
  • 11. THE STRATEGIC VIEWS IN JIRA ALIGN The first session in our summer LPM Webinar series dealt with making strategy visible as a key means of bringing greater alignment to your organization. Jira Align brings the necessary visibility and following alignment to any enterprise • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
  • 12. THE STRATEGIC VIEWS IN JIRA ALIGN The first session in our summer LPM Webinar series dealt with making strategy visible as a key means of bringing greater alignment to your organization. Jira Align brings the necessary visibility and following alignment to any enterprise • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
  • 13. THE STRATEGIC VIEWS IN JIRA ALIGN The first session in our summer LPM Webinar series dealt with making strategy visible as a key means of bringing greater alignment to your organization. Jira Align brings the necessary visibility and following alignment to any enterprise • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
  • 14. THE STRATEGIC VIEWS IN JIRA ALIGN The first session in our summer LPM Webinar series dealt with making strategy visible as a key means of bringing greater alignment to your organization. Jira Align brings the necessary visibility and following alignment to any enterprise • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
  • 15. THE STRATEGIC VIEWS IN JIRA ALIGN The first session in our summer LPM Webinar series dealt with making strategy visible as a key means of bringing greater alignment to your organization. Jira Align brings the necessary visibility and following alignment to any enterprise • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
  • 16. A Strategic Roadmap provides a cohesive view of the Enterprise Strategies as they are being pursued by the delivering Value Streams. The Roadmap allows portfolios to understand where they can apply Epic levels of value that support the continuing delivery of Strategic Themes • Month by Quarter View • Portfolio Epics by Strategic Theme Jira Align allows a robust view into the Lifespan of the Strategic Themes and their supporting Portfolio Epics via the Strategic Roadmap • Progress is displayed on the Roadmap • Health can be displayed • Target Start and Stop Dates can be displayed • Time horizon is customizable THE STRATEGIC ROADMAP
  • 17. A Strategic Roadmap provides a cohesive view of the Enterprise Strategies as they are being pursued by the delivering Value Streams. The Roadmap allows portfolios to understand where they can apply Epic levels of value that support the continuing delivery of Strategic Themes • Month by Quarter View • Portfolio Epics by Strategic Theme Jira Align allows a robust view into the Lifespan of the Strategic Themes and their supporting Portfolio Epics via the Strategic Roadmap • Progress is displayed on the Roadmap • Health can be displayed • Target Start and Stop Dates can be displayed • Time horizon is customizable THE STRATEGIC ROADMAP Epics by Strategic Theme Month by Quarter Strategic Theme Portfolio Epics Yearly Horizon
  • 18. Connecting Strategy and Value to Execution
  • 19. PORTFOLIO EPICS – THE DETAILS A Portfolio Epic is intended to capture a significant amount of value to be delivered to the market within 6 months to approximately two years It is intended to provide all the necessary information needed by the Portfolio/Value Stream to validate its alignment to strategy, the technical ability to delivery, the costs, intended benefits, and its measurable outcomes
  • 20. PORTFOLIO EPICS – LIFECYCLE 20 It ensures that all necessary governance and compliance needs are met before the teams begin to develop code Jira Align Process Flows • Configurable steps • Notifications on step transition • Drives data integrity • Compliance and Governance in one view The Portfolio Epic Lifecycle identifies the steps and criteria that the Portfolio Epic needs to pass through and meet for funding and alignment to the Programs/trains
  • 22. At the start of this presentation, we discussed the 3 main challenges organizations face once they have decided to take on the task of transforming and scaling their enterprise. We also showed how Jira Align starts to resolve those challenges • Strategic Backlog • Work Tree • OKR Tree • Strategy Room • Strategic Themes • Portfolio Epics • Process Flows FACING THE CHALLENGES WITH JIRA ALIGN
  • 23. In our Next Session…
  • 24. IN OUR NEXT SESSION Look forward to learning how Enterprises can establish and radiate their scaling agile framework and processes, build robust backlogs, understand how and what can be committed to a planning period, and how to radiate the intended Risks, Dependencies, and Objectives that are driven from such large planning sessions. You’ll also understand just how Atlassian’s Jira Align works with Enterprises to make all the relevant data visible and actionable
  • 25. KEEP THE CONVERSATION GOING… • Connect with our speakers on LinkedIn • Check out Cprime upcoming webinars, read our blog, download whitepapers/case studies & more: • www.cprime.com/resources • Share with us what topics you are interested in, ask us questions or give us feedback! • learn@cprime.com ©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.
  • 26. FOLLOW US ON SOCIAL MEDIA Share in the conversation & keep updated on thought leadership, events & more! on LinkedIn, Twitter, Facebook, & YouTube
  • 28. QUESTIONS? WWW.CPRIME.COM | 877.753.2760 THANK YOU WWW.CPRIME.COM | 877.753.2760
  • 29. SCALING THE ENTERPRISE WITH JIRA ALIGN Executive Strategic Initiatives Investment Prioritization Execution Status MVV Fiduciary Rollup Execution Transparency Portfolio Owners Enterprise Architect Epic Owner Strategy & Investment Funding Demand Management Budgeting (Optional) Strategic Themes Epic Business Cases & Kanban Epic Backlog Epic Business Cases & Ranking Solution Portfolio Manager Enterprise Architect Solution Engineer Prioritize Enablers & Capabilities Synchronize Value Streams Deliver Solution Demo Capability Backlog Release Train Engineer Systems Engineer Product Manager Roadmap Planning Release Planning ART Sync: PO Sync, Scrum of Scrums Backlog & Backlog II Program Increments & Releases Program Board Dependency Maps Agile Teams Product Owner Scrum Master Backlog Refinement Sprint Planning Tasking & Estimation Daily Standup Sprint Review and Retro Sprint Planning Meeting Daily Standup Meeting Sprint Retro ENTERPRISE PORTFOLIO SOLUTION PROGRAM TEAM TEAMS & ROLES CEREMONIES & ACTIVITIES JIRA ALIGN SUPPORT
  • 30. SCALING JIRA WITH JIRA ALIGN Jira Align Team Backlog and sprint management Project Planning, Forecasting, Dependency, Release Management EPMO/ Portfolio/ARTs Teams Jira Data Sync • PM creates Features in Jira Align - Integration with Jira pushes down work to Train level project (Jira Epics) • PO creates stories in Jira Align, assigns work to team’s project - Pushed down to Team Jira Project from Jira Align • Team members creates stories and tasks in Jira • Team members complete work in Jira • Scrum Master or team members create sprints • Scrum Master / team start and stop sprints on Jira Boards - Pulled up from Team Jira Project to Jira Align
  • 31. JIRA FOUNDATION Best Practices for Scaling Jira & Jira Align Epic Feature Epic Feature Feature Feature Planning Increment (PI) Sprint Story Story Sprint Story Story Sprint Story Story Story Story Story Story Team Project Story Subtasks Bugs Board Sprint Board Sprint Team Project Story Subtasks Bugs Epic ID Link Program Project Jira Jira Align Jira Projects align to Jira Align Program Jira Board FEEDS to Users and Sprints Jira Epics become Jira Align features Jira stories become Jira Align stories As part of the program backlog