Agile Project and Portfolio Management

Using Jira

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

Objective

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Agile and Scrum are about PeopleAgile values “individuals and interactions over processes and tools”

Jira is a ToolIf you allow people to use the process to deliver value you’ll 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 team’s ability to use Scrum to deliver value

A Word about People, Processes and Tools

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Scrum

Role 3

Role 1 Role 2

Artifact1

Artifact 2Artifact 4

Artifact 3

Meeting 2

Meeting 5

Meeting 4

Meeting 3

Meeting 1

3 roles4 Artifacts5 Meetings

Scrum

Backlog Refinement

3 roles4 Artifacts5 Meetings

Epic 2

Component A

Epic 1

Component B

Component B

Project: Versions, Epics, Issues

scrumalliance.org websiteProject

Version 1.0.0Versions

Epics

Component A

Components

Release Dates

Issues Story 1.1

Story 1.2

Story 1.3

Bug Fix 1.1

Bug Fix 1.2Story 1.4

Sprints

Bug Fix 2.1

Story 2.1

1 2 3 4 5 6

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Story Map: Epics and User Stories

EpicsUser Stories Prioritized

Definition of Ready

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Epics, Stories, Sprints and Versions

EpicsUser Stories

Sprint 1 Sprint 2

Sprint 3

Version 1.0

Release Date

Prioritized Definition

of Ready

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What’s Your Experience Level with Jira? Novic

eExper

t

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Jira for Project Managementhttps://www.youtube.com/watch?v=sGdVEbHTI1A

Jira Portfoliohttps://www.youtube.com/watch?v=LexaHkZls3g

Portfolio in less than one minute:https://www.youtube.com/watch?v=-BzznvUuAaU

Jira Overview

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Jira Project Overview

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Issue Types

Bug - 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 isn’t a Bug or Story

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

Issue Details

ExerciseOrganize Your scrumalliance.org Website Project

1.Create at least 2 Versions2.Create at least 5 Epics3.Create at least 1 Sprint4.Create at least 5 Bugs5.Assign at least 20 Issues to Versions and Epics6.Assign arbitrary Point Values of 1, 2, 3, and 5 to at least

20 Issues7.Assign at least 10 Issues to a Sprint and Start the

Sprint8.Create Sub-tasks for at least 5 Issues in the Sprint9.Create at least 5 Components and assign Issues to

them

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Version/Release Examples

Release Examples

https://developer.salesforce.com/releases/release/Spring+%2716

https://www.salesforce.com/blog/category/seasonal-release.html

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Release Schedule Example

Version 1.0

Spring ’17 Release 12017 Release 1

February ’17 Release

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Create A SprintBy 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.

<Team Name> <Sprint#> <Sprint start date: DDMMM>-<Sprint end date: DDMMMYYYY>

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

VMF Sprint 3 07Sep-20Sep2016

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scrumalliance.org website Epics

1. As a member of the Scrum Alliance, I want to create and maintain my profile on the website

2. As a Scrum Trainer, I want to create and maintain my profile on the website

3. As a visitor to the site, I want to see a schedule of courses

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Components

scrumalliance.org website Components1. Home Page / Landing Page

2. Site Search• Search Results Display and

Filters3. Menu4. Course Calendar5. Course Search6. Administration7. Login Page8. File upload9. PDF creation10. Event Calendar11. Blog12. Find A Coach (Certificant Directory)13. Certification Dashboard14. Member Community

• Membership

• Groups• Forums• Resources• AgileCareers• Store

15. Help Centerhttps://scrumalliance.zendesk.com/hc/en-us

16. CMS• Landing page scrolling banner• Training content

• Videos• Press Releases• Newsletter subscribe• Privacy Policy / Terms of Use• Advertising banners

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Keys to Success with Jira1.Backlog Grooming• Create Epics and Assign Issues to Them• Rank Order (Prioritize) Issues Top to

Bottom2.Opportunity to make changes based on

retrospective, for example:• Logging work• Reporting work

3.Print issues for each sprint and create a physical board

4.Plan to spend some capacity in upcoming Sprints on transition to Jira

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Make a Commitment

Jira Vision

Use this as an opportunity not just to keep doing what you’ve been doing, but to implement one or two changes for improvement• Story Writing• Backlog Grooming• Backlog Prioritization• Definition of Ready Criteria• Story Point Estimating• Sprint Planning• Sprint Execution• Accurate work progress tracking and reporting• Daily Standup quality

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Additional Resources

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Atlassian Answers

Jira Administrator Certification

Jira Portfoliohttps://www.youtube.com/watch?v=LexaHkZls3g

Portfolio in less than one minute:https://www.youtube.com/watch?v=-BzznvUuAaU

Jira Portfolio Overview

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ProjectContains Versions, Epics, and Issues. Worked on by one or more teams

Version / 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, Epic

Component (Project)A Component is a persistent part of a system or product

Portfolio PlanThe collection Projects, Initiatives, and Investment Themes for a period of time

Release (Portfolio)A Release is the Portfolio-level equivalent to a Version at the Project level

Initiative (Portfolio)An Initiative is part of the business strategic plan and contains Epics

Theme (Portfolio)A Theme is a business investment category

Jira Terms

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Portfolio PlanComprised of multiple Projects and Teams

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InitiativesExamples of Initiatives:• Anything with “Program” in its title, e.g.,

“Affiliate Marketing Program”• Anything identified as a Strategic Business

Objective• Multi-quarter/multi-phase “Big Rocks”• New Line of Business• Company Acquisition• Regulatory Requirement

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