Scaling Agile with Portfolio for Jira

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Scaling agile with  Portfolio for Jira BREE DAVIES | PRODUCT MANAGER | @BREEDAVIES

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Scaled agile feels Source:Shutterstock

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It’s not just  about tools;   it’s about people* THE STORY OF A SCALED AGILE JOURNEY *but tools help a bunch

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Agenda Keep Jira simple Optimiseyour hierarchy for comms Plan to plan Takeaways

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Agenda Why should Iscale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways

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How did afast-growing   auto insurance company  scale their agile operations? Source: Shutterstock

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Needed management of cross-teamdependencies Planning was inefficient We were relying on spreadsheets Managing teams was a manual and time-consuming effort

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Scaled agile allowed themanagement and coordination of multiple teams that work on all stages of   a large project Source: Shutterstock

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2014 1 scrum team Scalingagile doesn’t happen overnight

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2014 1 scrum team 2017 13scrum teams Scaling agile doesn’t happen overnight

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PORTFOLIO FOR JIRA Data-driven roadmap Visibilityfor everyone on progress Seamless integration   with Jira

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‘Programs’   = ?  let’sclarify

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SAFe ‘program’ A levelwithin the SAFe framework ‘Programs’ Portfolio ‘program’ A feature which allows you to aggregate many plans into a single view Customer ‘program’ How you may structure your teams. Many feature teams, for example, may make up a ‘Program’ in your company

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Agenda Why should Iscale agile? Optimise your hierarchy for comms Plan to plan Takeaways

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Be clear howyou will organize your teams   before you put tools   around them. SET STRONG FOUNDATIONS

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What’s under ourcustomer’s Jira hood? Each board is based based on a filter using a custom field for ‘Program’ and then, separated by team.

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FixVersion Essential for using  Releases in Portfolio Estimate We rely on this to understand the size of your work Team Field See and share your team assignments Parent Link Surface hierarchy   on your   Jira issues Jira fields for Portfolio success

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FixVersion field The linkfor communicating Release assignment for issues from Portfolio

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Creating a call-out Watchthe tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. Estimate field Needed to share sizing information between Portfolio and Jira

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Team field Add toyour screens to   see team assignment from Portfolio

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View your hierarchy Seewhere your issues fit into the next level of hierarchy upwards within Jira

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Creating a call-out Watchthe tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. And, in reverse See all epics that fit into an initiative within Jira by using the Parent Link field

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Introduced minor customizations Jirawas kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their   maximum capacity

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Introduced minor customizations Jirawas kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their maximum capacity

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Introduced minor customizations Jirawas kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their maximum capacity

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Custom fields arepowerful. But think carefully before   re-creating standard Jira fields with your own. CUSTOM FIELD WARNING

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Determine what’s essential Keepit simple Audit your customizations I’m worried we are   not set up for success

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Agenda Why should Iscale agile? Keep Jira simple Plan to plan Takeaways

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Match your issuehierarchy to the structure of your org, making   plans and reports digestible for   all audiences ALIGN YOUR HIERACHY

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Match your issuehierarchy to your org Product Owner Product Owner Product Managers & Business Partners Scrum Master & Team Scrum Master & Team

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Product Owner Scrum Master& Team Match your org to your issue hierarchy Product Managers / Business Partners / Program Management Executive Strategic Objectives   & Programs Initiatives & Programs Epics Epics & Stories

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Use Portfolio’s hierarchy to  roll up your   work items

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It’s a lotof people to keep aligned   especially when your program is moving quickly Source: Shutterstock

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Supporting team collaboration Inspect, adapt andplan  Product Mangers, Product Owners and Business Partners meet regularly throughout the month.

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Bi-weekly portfolio planning Review thenext three releases, including; • Work release • Work per sprint • Work per team Adjust for priority,   team velocity and cross-team dependencies EPIC LEVEL Source: Shutterstock INITIATIVE LEVEL

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Supporting team collaboration Prioritise communication acrosslevels  The scrum teams escalate any issues in program meetings, which occur fortnightly.

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Scrum of scrums meeting Escalateissues Manage cross team dependencies Keep communication flowing Resolve blockers STORY LEVEL EPIC LEVEL Source: Shutterstock

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Agenda Why should Iscale agile? Keep Jira simple Optimise your hierarchy for comms Takeaways

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Think about thestreams of work and issue types you want to see in your plan. PLAN TO PLAN

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Creating a call-out Watchthe tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. A project Each connected issue source will appear as a separate project in your Portfolio plan

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Releases   = Versions  =  Time

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Red on yourschedule means your release   is overbooked

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I want toalign several streams of work to the   same goal ONE RELEASE PER PI/MILESTONE/GOAL

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Use Cross- Project Releases Alignyour teams towards a single (time) goal Easy filtering of the schedule ONE RELEASE PER PI / MILESTONE / GOAL

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ONE RELEASE PERPI / MILESTONE / GOAL Clear reporting Group releases together and create an aggregate report across all your teams.

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I want toclearly visualize all the dependencies in my plan so I can manage them MANAGE CROSS-TEAM DEPENDENCIES

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DEPENDENCY REPORT Manage your project’srisk See all the dependencies that exist between teams in your plan, so you can reduce your project’s risk Feel confident in your release date When you’re on top of your dependencies, you’ll feel more confident that you will make your release date

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I want toconnect the   team’s work to strategy   so execs know we are working on the right things USE THEMES TO CONNECT WORK TO STRATEGY

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Set strategic objectives Define howmuch time you want to dedicate to certain objectives and monitor over time how much is being invested in each area. USE THEMES TO CONNECT WORK TO STRATEGY Please remember You don’t always need the line or text at all.

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I want tocombine   several plans into a   single view ROLL IT UP TO A PORTFOLIO PROGRAM VIEW

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ROLL IT UPTO A PORTFOLIO PROGRAM VIEW See your schedule for multiple plans in a single view

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ROLL IT UPTO A PORTFOLIO PROGRAM VIEW See progress and status of your scope across multiple plans

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I want tobuild a   reporting dashboard   for visibility SHARE REPORTS IN CONFLUENCE

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Create a dashboard Embed severaldifferent reports to give full visibility into team progress SHARE REPORTS IN CONFLUENCE Dynamic updates Reports are always in real-time, so no manual updates are needed Add context Use Confluence to add commentary and context around the data Please remember You don’t always need the line or text at all.

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Source of Truth ProductManagers and Owners use this view to make sure the right work is going to be executed Collaboration Teams can see what’s been scheduled. Work can be easily shared across teams if capacity and velocity allows Visibility One plan per program allows a clear view of the work   in each sprint What have been the benefits for Acme?

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There’s different ways toscale agile Do your research and understand which is the best framework for your company. It might not be just one.

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Scrum of Scrums Next‘level’ up from one-team scrum, with a daily meeting of ambassadors from each team to emphasise communication and coordination Large Scale Scrum Takes the scrum ceremonies and has two frameworks to scale across different sized teams Disciplined Agile A decision making framework which is a modification of scrum and also borrows from Agile Modeling, XP, Kanban and Lean

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When scaling agileacross an entire organization, focus on “just enough” DAN RADIGAN - THE AGILE COACH

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Agenda Why should Iscale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan

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Keep Jira simple Match your hierarchyto your org Plan to plan Scaling is more than just a set of tools Takeaways

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Thank you! BREE DAVIES| PRODUCT MANAGER | @BREEDAVIES

Scaling Agile with Portfolio for Jira

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