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WALTER BUGGENHOUT • ATLASSIAN EXPERT • ACA IT-SOLUTIONS
Failing to plan: your best plan for failureAnd how JIRA Portfolio can help you avoid this
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Familiar situations?
Can you tell me exactly when you will be releasing
to production?
Can someone show me if all our
strategic projects are still on track?
Sorry, but priorities have changed. Can you
show me what that means for our business
goals?
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Whoever is careless with the truth in small matters cannot be trusted with important matters.
ALBERT EINSTEIN
”“
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Whoever is careless with the truth in small matters cannot be trusted with important matters.
ALBERT EINSTEIN
”“
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Introducing JIRA Portfolio
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Strategic initiatives
Issues / Epics
Versions
Projects
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Issues / Epics
Versions
Projects
Strategic initiatives
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Organised backlog
Team Capacity Release Cadence
Portfolio Plan
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Organizingthe Backlog
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Creating the backlog
Create issues manually
Import issues from a file
Import issues from JIRA
Selection through saved filters
Hierarchy and priority from JIRA are retained
Status, estimate and progress information are retained
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Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Story
Epic Epic
Initiative
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ManagingTeam Capacity
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Info at organization level
Global holiday calendar
At team level
Team Schedule (scrum / kanban)
Team velocity (for scrum teams)
JIRA users or Virtual Team Members (e.g. for new hires)
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Info at individual level
Working hours in team
Membership of 1/more teams
Exceptions to normal presence
Absences (vacation, illness, …)
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Releases and Streams
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Fixed start date (e.g. to apply to first release)
Start date relative to previous release (before / after)
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Stories can only be linked to 1 release
Stories from 1 Epic can be linked to different releases
Initiatives and Epics can span multiple releases
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Planning withJIRA Portfolio
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Organised backlog
Team Capacity Release Cadence
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Capacity Utilisation
Booked Capacity
Free Capacity
Releases view
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Initiatives and Epics views
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Story viewStories in a sprint: estimates, iteration length, team velocity
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Planning Engine of JIRA Portfolio
Considers backlog items to be in priority order
Always tries to have work start as early as possible
Distributes work evenly and automatically across available capacity …
… unless otherwise determined by the user
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Velocity evolution
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Assigning the right teamsAnd getting an overview of work by Teams
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Different teams, different schedules
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Assigning Team MembersAnd getting an overview of work by Team member
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Considering specializationUsing stages and skills
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Dependencies
Can be set between issues at any level
Schedule work of the dependent issue after its parent
Are clearly indicated in the Initiative and epic views
Taken into account when recalculating
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The big picture
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Takeaways
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Remember these?
Can you tell me exactly when you will be releasing
to production?
Can someone show me if all our
strategic projects are still on track?
Sorry, but priorities have changed. Can you
show me what that means for our business
goals?
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Know when you can deliver
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React to change
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Stay focused on the bigger picture
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Keep everyone on the same page
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Portfolio Management for JIRA