Agile Project and Portfolio Management Using Jira - AgileSolutions

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Transcript of Agile Project and Portfolio Management Using Jira - AgileSolutions

Agile Project Management

Agile Project and Portfolio Management Using JiraAgileSolutions

Enable teams to use Jira to support their Scrum practice as soon as possibleObjectiveAgileSolutions


Agile and Scrum are about PeopleAgile values individuals and interactions over processes and toolsJira is a ToolIf you allow people to use the process to deliver value youll have better outcomes than if you use the tool to drive your process.When deciding how or whether to use a feature or configuration, first ask how it supports the teams ability to use Scrum to deliver valueA Word about People, Processes and ToolsAgileSolutions



Role 3Role 1Role 2Artifact1Artifact 2Artifact 4Artifact 3Meeting 2Meeting 5Meeting 4Meeting 3

Meeting 13 roles4 Artifacts5 Meetings



Backlog Refinement3 roles4 Artifacts5 Meetings



Epic 2Component AEpic 1Component BComponent B

Project: Versions, Epics, websiteProjectVersion 1.0.0VersionsEpicsComponent AComponents

Release DatesIssuesStory 1.1Story 1.2Story 1.3Bug Fix 1.1Bug Fix 1.2Story 1.4


Bug Fix 2.1Story 2.1123456AgileSolutions


Story Map: Epics and User Stories

EpicsUser StoriesPrioritizedDefinition of ReadyAgileSolutions


Epics, Stories, Sprints and Versions

EpicsUser StoriesSprint 1Sprint 2Sprint 3Version 1.0

Release DatePrioritizedDefinition of ReadyAgileSolutions


Whats Your Experience Level with Jira?



Jira for Project Management

Jira Portfolio

Portfolio in less than one minute:

Jira OverviewAgileSolutions


Jira Project OverviewAgileSolutions


Issue TypesBug - a problem that impairs or prevents functionsEpic a large, complex user story that needs to be broken into smaller storiesStory a new feature or piece of functionality delivered in a SprintTask a generic work item that isnt a Bug or Story

Sub-task the detailed work to be done on an Issue


Issue Details


ExerciseOrganize Your Website Project

Create at least 2 VersionsCreate at least 5 EpicsCreate at least 1 SprintCreate at least 5 BugsAssign at least 20 Issues to Versions and EpicsAssign arbitrary Point Values of 1, 2, 3, and 5 to at least 20 IssuesAssign at least 10 Issues to a Sprint and Start the SprintCreate Sub-tasks for at least 5 Issues in the SprintCreate at least 5 Components and assign Issues to themAgileSolutions


Version/Release Examples


Release Examples


Release Schedule Example

Version 1.0Spring 17 Release 12017 Release 1February 17 ReleaseAgileSolutions


Create A Sprint

By default all projects are able to select Sprints from other projects. For example, on the Edit Issue page, there is a Sprint field that allows a user to assign an Issue to a Sprint. The drop-down list on the Sprint field shows all available Sprints, including those from other Projects in the system.


Sprint# sequence starts with 1 at the beginning of each yearExample:

VMF Sprint 3 07Sep-20Sep2016AgileSolutions

19 website EpicsAs a member of the Scrum Alliance, I want to create and maintain my profile on the websiteAs a Scrum Trainer, I want to create and maintain my profile on the websiteAs a visitor to the site, I want to see a schedule of coursesAgileSolutions



21 website ComponentsHome Page / Landing PageSite SearchSearch Results Display and FiltersMenuCourse CalendarCourse SearchAdministrationLogin PageFile uploadPDF creationEvent CalendarBlogFind A Coach (Certificant Directory)Certification DashboardMember CommunityMembershipGroupsForumsResourcesAgileCareersStoreHelp Center page scrolling bannerTraining contentVideosPress ReleasesNewsletter subscribePrivacy Policy / Terms of UseAdvertising bannersAgileSolutions


Keys to Success with JiraBacklog GroomingCreate Epics and Assign Issues to ThemRank Order (Prioritize) Issues Top to BottomOpportunity to make changes based on retrospective, for example:Logging workReporting workPrint issues for each sprint and create a physical board Plan to spend some capacity in upcoming Sprints on transition to Jira


Make a Commitment

Jira VisionUse this as an opportunity not just to keep doing what youve been doing, but to implement one or two changes for improvementStory WritingBacklog GroomingBacklog PrioritizationDefinition of Ready CriteriaStory Point EstimatingSprint PlanningSprint ExecutionAccurate work progress tracking and reportingDaily Standup qualityAgileSolutions


Additional ResourcesAgileSolutions


Atlassian Answers

Jira Administrator Certification

Jira Portfolio

Portfolio in less than one minute:

Jira Portfolio OverviewAgileSolutions


ProjectContains Versions, Epics, and Issues. Worked on by one or more teamsVersion / Release (Project)A Version of a product or project contains a major feature or set of features.Note: Version at the Project level is synonymous with Release at the Portfolio level.Epic (Project)An Epic is a Feature or a set of Issues Issue (Project)An Issue is one of these: Story, Bug, Task, EpicComponent (Project)A Component is a persistent part of a system or productPortfolio PlanThe collection Projects, Initiatives, and Investment Themes for a period of timeRelease (Portfolio)A Release is the Portfolio-level equivalent to a Version at the Project levelInitiative (Portfolio)An Initiative is part of the business strategic plan and contains EpicsTheme (Portfolio)A Theme is a business investment categoryJira TermsAgileSolutions


Portfolio PlanComprised of multiple Projects and Teams



InitiativesExamples of Initiatives:Anything with Program in its title, e.g., Affiliate Marketing ProgramAnything identified as a Strategic Business ObjectiveMulti-quarter/multi-phase Big RocksNew Line of BusinessCompany AcquisitionRegulatory Requirement


Talk amongst yourselves: Pair up and take a couple minutes to explain to each other one of the values and why you like it.32

ThemesThemes are high-level strategic focus areas, value streams or investment categories used to set priorities. Themes are a strategic planning tool that