Enterprise Agility with Jira Align Part 3: Executing the Plan and Pivoting for Success
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The document provides insights into using Jira Align for executing strategic plans and pivoting for success within organizations. It outlines key modules, such as the strategic backlog and program alignment, emphasizing the importance of near real-time data and objectives to measure success. Additionally, it discusses the connectivity of work to improve decision-making and enhances agile processes across different enterprise levels.
![JIRA INTEGRATION DATA RELATIONSHIPS
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©2020 Cprime, Inc. All rights reserved and no copying without express written permission.
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Enterprise Agility with Jira Align Part 3: Executing the Plan and Pivoting for Success
- 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 3: Executing the Plan and Pivoting for Success
- 3. HOUSEKEEPING ITEMS Audio is streamed through your computer speakers, so make sure your audio is on and turned up. The recording and slides will be sent to everyone via email within 24-48 hours after the webinar concludes. Submit questions any time during this presentation via the Q&A box on the bottom panel of your screen.
- 4. SPEAKERS Jesse Pearlman Enterprise Agilist Jira Align SME Cprime Alan Furlong Head of Business Performance Cprime
- 5. AGENDA 01 DEFINING AND TRACKING WORK FROM STRATEGY TO TEAM 02 NEAR REAL-TIME DATA AND OKRS TO MEASURE SUCCESS 03 THE CONNECTIVITY OF WORK 04 KEEP THE CONVERSATION GOING/Q&A
- 6. Defining and Tracking Work From Strategy to Team
- 7. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN In our first webinar in this series, we introduced how organizations can form and track their strategies using Jira Align. Key Modules in Jira Align • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
- 8. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN In our first webinar in this series, we introduced how organizations can form and track their strategies using Jira Align. Key Modules in Jira Align • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
- 9. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN In our first webinar in this series, we introduced how organizations can form and track their strategies using Jira Align. Key Modules in Jira Align • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
- 10. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN In our first webinar in this series, we introduced how organizations can form and track their strategies using Jira Align. Key Modules in Jira Align • Strategic Backlog • Work Tree • OKR Tree • Strategy Room
- 11. The Strategic Roadmap is radiated in Jira Align and informs the Programs as to sequence of strategies to pursue over what period. THE STRATEGIC ROADMAP DRIVES PROGRAM ALIGNMENT Epics by Theme Month by Quarter Strategic Theme Portfolio Epics Yearly Horizon
- 12. HOW PORTFOLIO EPICS INFORM PROGRAMS 12 Program can review the Portfolio Epics in their backlog for the PI: • Details • Estimate • WSJF/Priority • Features • Objectives The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of teams can now see them in their backlog allowing for the further refinement of the MVP being delivered in each PI.
- 13. HOW PORTFOLIO EPICS INFORM PROGRAMS 13 Program can review the Portfolio Epics in their backlog for the PI: • Details • Estimate • WSJF/Priority • Features • Objectives The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of teams can now see them in their backlog allowing for the further refinement of the MVP being delivered in each PI.
- 14. HOW PORTFOLIO EPICS INFORM PROGRAMS 14 Program can review the Portfolio Epics in their backlog for the PI: • Details • Estimate • WSJF/Priority • Features • Objectives The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of teams can now see them in their backlog allowing for the further refinement of the MVP being delivered in each PI.
- 15. HOW PORTFOLIO EPICS INFORM PROGRAMS 15 Program can review the Portfolio Epics in their backlog for the PI: • Details • Estimate • WSJF/Priority • Features • Objectives The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of teams can now see them in their backlog allowing for the further refinement of the MVP being delivered in each PI.
- 16. HOW PORTFOLIO EPICS INFORM PROGRAMS 16 Program can review the Portfolio Epics in their backlog for the PI: • Details • Estimate • WSJF/Priority • Features • Objectives The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of teams can now see them in their backlog allowing for the further refinement of the MVP being delivered in each PI.
- 17. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK 17 When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment. The backlog allows for: • Ranking & Refining • Drag Drop & Rt Click • Orphan Objects • Est & WSJF
- 18. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK 18 When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment. The backlog allows for: • Ranking & Refining • Drag Drop & Rt Click • Orphan Objects • Est & WSJF
- 19. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK 19 When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment. The backlog allows for: • Ranking & Refining • Drag Drop & Rt Click • Orphan Objects • Est & WSJF
- 20. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK 20 When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment. The backlog allows for: • Ranking & Refining • Drag Drop & Rt Click • Orphan Objects • Est & WSJF
- 21. FEATURE RECORD – REFINING THE PLANNED WORK 21 Feature records will inform teams on: • Details • Estimate • Target Sprints • WSJF • Product • Stories • Acceptance Criteria • Associated • Risks • Dependencies • Objectives When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment.
- 22. FEATURE RECORD – REFINING THE PLANNED WORK 22 Feature records will inform teams on: • Details • Estimate • Target Sprints • WSJF • Product • Stories • Acceptance Criteria • Associated • Risks • Dependencies • Objectives When features enter the backlog, the programs can now further rank and refine them for delivery in the Planning Increment.
- 23. BRINGING THE WORK TO THE TEAMS 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
- 24. FULLY CONNECTED STRATEGY TO EXECUTION Having defined the work from strategy we now need to track it, Jira is the repository of truth for the teams and Jira Align for the Enterprise. Here’s how Jira Align radiates the connectivity of teams work to their strategies.
- 25. FULLY CONNECTED STRATEGY TO EXECUTION • Why Button
- 26. FULLY CONNECTED STRATEGY TO EXECUTION • Program Room
- 27. FULLY CONNECTED STRATEGY TO EXECUTION • Portfolio Room - Execution
- 28. FULLY CONNECTED STRATEGY TO EXECUTION • Portfolio Room - Resources
- 29. FULLY CONNECTED STRATEGY TO EXECUTION • Portfolio Room - Spend
- 30. CONNECTED WORK LEADS TO MEASURABLE VALUE • We’ve connected the work from the development teams to its hierarchy of work and now it’s time to look how the connected data drives results.
- 31. Near Real-Time Insights and OKRs to Measure Success
- 32. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING Near Real Time means that data is being driven from the connector to the team solution (Jira or ADO) and means that your data is minutes old rather than days or, worst case, weeks. Jira Align Dynamic Reporting • Roadmap • Steering & Responding
- 33. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING Near Real Time means that data is being driven from the connector to the team solution (Jira or ADO) and means that your data is minutes old rather than days or, worst case, weeks. Jira Align Dynamic Reporting
- 34. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING Near Real Time means that data is being driven from the connector to the team solution (Jira or ADO) and means that your data is minutes old rather than days or, worst case, weeks. Jira Align Dynamic Reporting
- 35. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING Near Real Time means that data is being driven from the connector to the team solution (Jira or ADO) and means that your data is minutes old rather than days or, worst case, weeks. Jira Align Dynamic Reporting
- 36. OBJECTIVES AND KEY RESULTS – OBJECTIVES IN JIRA ALIGN Objectives and Key Results (OKRs) measure the values of the work being delivered and help organizations steer the delivery of meaningful work. Jira Align Objective Record • Program Board • Managing & Resolving
- 37. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align supports creating robust value measures with it’s Objective Record. Jira Align Objective Record captures: • Tier • Program • PI • Owner • Target Sprint • Target Dates
- 38. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align supports creating robust value measures with it’s Objective Record. Jira Align Objective Record captures: • Status • Health • Blocked & Reason • Planned Value • Delivered Value
- 39. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align supports creating robust value measures with it’s Objective Record. Jira Align Objective Record captures: • Related Work and Dependencies • Key Results • View Trend
- 40. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align supports creating robust value measures with it’s Objective Record. Jira Align Objective Record captures: • Tier • Program • PI • Owner • Target Sprint • Target Dates • Status • Health • Blocked & Reason • Planned Value • Delivered Value • Related Work and Dependencies • Key Results • View Trend
- 41. The Connectivity of Work Drives Confident Decisions
- 42. JIRA INTEGRATION DATA RELATIONSHIPS 42 ©2020 Cprime, Inc. All rights reserved and no copying without express written permission. Legend API Transfer Automatically Set Manually Set Automatically Set Manually Set Epics Fixed Version Sprints Stories Bugs Project/Boards Users Mission, Vision, Values Strategies Goals Themes Initiatives [Capabilities] Features Release/PI Release Vehicles Sync Sprints Programs Stories Defects Teams Users Team Source of Truth Enterprise Source of Truth
- 43. THE CONNECTIVITY OF WORK DRIVES CONFIDENT DECISIONS In our second webinar in this series, we leaned in on how enterprises require different data sets for different decisions. Jira is designed to drive Team Agile Learning and Improvement to support greater team engagement, quality, and responsiveness. Jira Align is designed to drive Program and higher: • Clear Pivot or Persevere Decisions • Lean Learnings • Agile Process Improvements …across the delivery spectrum to help evolve the agility of the Enterprise and ensure Strategic Alignment of work.
- 44. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or Persevere decisions. • Roadmap • Strategic to Near Term
- 45. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or Persevere decisions. • Objectives Tree • Value as delivered from work
- 46. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or Persevere decisions. • Work Tree • Work as it progresses by strategies
- 47. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or Persevere decisions. • Invest vs Spend • Roughly Right Spend against Strategies
- 48. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY 48 • Velocity for teams is calculated after 5 Sprints have been completed and is projected into the backlog of Jira Align When work is planned to deliver value and the teams drive towards delivering that work; the data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a period and what cannot.
- 49. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY 49 When work is planned to deliver value and the teams drive towards delivering that work; the data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a period and what cannot. • Velocity for Teams of Teams is calculated after 9 Sprints (2 program increments) and is projected into the backlog of Jira Align
- 50. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY 50 When work is planned to deliver value and the teams drive towards delivering that work; the data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a period and what cannot. • The Column View also shows how loaded the plan is
- 51. LEARNING, MEASURING, DECIDING 51 Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere. Jira Align supports all of these and we’ve seen many ways in which it does already, but here are some more in case you missed our earlier webinars in this series. • The Process Flow Cycle Time Report illuminates where improvements can be made, and guardrails added to your work object lifecycles
- 52. LEARNING, MEASURING, DECIDING 52 Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere. Jira Align supports all of these and we’ve seen many ways in which it does already, but here are some more in case you missed our earlier webinars in this series. • The Lean Metrics from the Work in Progress Report provide clear insight via the Cumulative Flow Diagram
- 53. LEARNING, MEASURING, DECIDING 53 Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere. Jira Align supports all of these and we’ve seen many ways in which it does already, but here are some more in case you missed our earlier webinars in this series. • The Program Increment Progress Report allows clear insight to how well delivery is progressing against committed outcomes
- 54. KEY TAKEAWAYS • Understanding how Jira Align connects strategy to execution • How Jira Align supports every layer of planning value through Objectives and Key Results • How Jira Align provides near real-time insight to delivery of work and value • How Jira integrates with Jira Align and the best process practice to support it • Where Jira and Jira Align differ in reporting • How Jira Align supports learning and clear, confident, decisions
- 55. 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! • [email protected] ©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.
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- 58. QUESTIONS? WWW.CPRIME.COM | 877.753.2760 THANK YOU WWW.CPRIME.COM | 877.753.2760