Enterprise Agility with Jira Align Part 2: Planning for Value

Enterprise Agility with Jira Align Part 2:
Planning for Value

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SPEAKERS
Jesse Pearlman
Enterprise Agililist
Jira Align SME
Alan Furlong
Head of Business Performance
Cprime

AGENDA
01
Why Planning Is Critical To Organizational
Success
02
How Data Drives Proper “Pivot or Persevere”
Decisioning
03 How Jira Align Helps Drive Predictability
04
Managing Risks, Dependencies, and
Objectives in Jira Align

Why Planning is Critical to
Organizational Success

WHY PLANNING IS CRITICAL
Google tells us

From an Agile perspective:
• A vision to plan against
• The scope of time for the Plan to execute parts of the Vision
• A practical sense of how much work can be delivered in that time
• A backlog of work items to be delivered in the period being planned
• The ability to prioritize the backlog to delivery the most important things according to the
Vision first
• A buffer for the plan for when things change
• An awareness of all elements of the organization needed to deliver the plan in the scope
of time committed to
WHAT MAKES PLANNING SUCCESSFUL

Planning is common in today's world.
The questions are:
1. Do you have a valid reason to plan for?
2. Can you predictably deliver value from that plan?
When you know where you are going, and in how many
increments it may roughly take to get there, you now
have the basis to improve your planning and become
a market leader rather than chronically responding to
the changes in the market.
MAKING PLANNING SUCCESSFUL FOR AN ORGANIZATION

Data Driven Decisioning
Tightening the Cycle

CLASSIC DATA FORMATS FOR VISIBILITY AND DECISIONING
Every organization has more data than it can process cogently. It comes in many formats and is
usually presented in Status Meetings, QBRs, and Annual Readouts. Here are some classic
methods:
• Spreadsheets
• Prone to entry error and time delays; Formulas may not be accurate
• Version control is problematic
• Decreases efficiency of report collators
• PowerPoints
• Prone to entry error and time delays
• Not always shared to the right teams
• Shared Drives/Spaces
• Not always shared to the right teams
• Mixed format

CLASSIC DATA FORMATS FOR VISIBILITY AND DECISIONING

ENTERPRISE DATA NETWORKS – MODERN ENTERPRISE REPORTING
Enterprises no longer lives on one tool/platform/single data set for all decisions. Modern
Enterprises need a variety of technical solutions (tools) to solve different problems:
• Capacity Planning
• Resource Management
• Financials
• Portfolio and Project Management
• OKRs and KPIs
• Agile and transformation metrics
• Regulatory and Audit Reporting
• Product Development and Delivery
• Customer Relationship Management
• And on and on and on
Elements from each, according to the
needs of each Enterprise, are extracted
for the reports and metrics that drive
clear decisions to drive the right
outcome.
The closer to real time, the more
accurate the data, the better the decision
to drive the right value to market.

Gartner shows us in early 2021 the
landscape of Business Intelligence tools

Another google search returned this list of top 12 BI Tools as recommended by CIOs:
• Board
• Domo
• Dundas BI
• Microsoft Power BI
• MicroStrategy
• Oracle Analytics Cloud
• Qlik
• SAS
• Sisense
• Tableau
• Tableau CRM

TO PIVOT OR NOT TO PIVOT – THAT IS THE QUESTION
“Time and money are your scarcest resources. You want to make sure you’re allocating them in the
highest-impact areas. Data reveals impact, and with data, you can bring more science to your decisions.”
- Matt Trifiro, CMO at Vapor IO
Enterprises invest incredible sums in tool sets, yet may not be making the most of their value based on
those challenges the Enterprise faces on its Agile path:
• Lacking Visibility: The right elements of the data network
• Data gaps in the Enterprise Reporting scheme
• Lacking Value: Alignment of the data/tool sets
• Are the right tools working together to paint the right data picture?
• Lacking Training
• Data integrity gaps
• Improper process alignment
• Not solving the right problems
If you’re not invested properly, or maintaining it properly, you’ve wasted time, which is wasting money.

TIGHTEN THE AGILE DECISION CYCLE IN NEAR REAL TIME
• It’s clear that the need for proper reporting at
every layer of the enterprise is for it to be
connected to the right data from the tool sets
and that data being accessible quickly
• Jira Align is one element of an Enterprise’s data
network; it pairs with the team solutions of
either Atlassian’s Jira or Azure DevOps
• It is designed specifically to drive roughly right
data to make the critical decisions of what value
to deliver to market easier and more effective
• It also has a module that allows for easy data
access by your existing Business intelligence
solution

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

decisions
• Work Tree
• Work as it
progresses by
strategies

decisions
• Invest vs Spend
• Roughly Right
Spend against
Strategies

decisions
• Roadmap
• Strategic to
Near Term

How Jira Align Helps Drive Predictability

PREDICTABILITY DRIVES UNDERSTANDING
• An Enterprise, or any element of an organization seeking agility, needs to understand the
predictable rate of delivery at every layer of planning.
• Starting with the Team level and rolling up to the Portfolio, whenever a plan is not met, there is
a lack of predictability.
• If a team cannot deliver more than 10 story points in a sprint and the committed plan is for 20
points, will the team be successful? Will the full value intended for that sprint, be delivered?
• What is keeping the team from being able to deliver the 20 points? Was it:
• Poorly written work requirements/acceptance criteria
• Split stories, defects
• Conflicting priorities
• Constant changes to the plan in progress
• Dependencies coming in from other teams
• Technology or Skills sets not fully in place

HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY
27
• 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

28
• Velocity for Teams
of Teams is
calculated after 9
Sprints (2 program
increments) and is
projected into the
backlog of Jira
Align

29
• The Column View
also shows how
loaded the plan is

HOW JIRA ALIGN HELPS DRIVES LEARNING FROM PREDICTABILITY
30
Jira Align contains data sets that will also illuminate where predictability is lacking so the right
conversation on how to improve can be had.
• The Process Flow
Cycle Time Report
Illuminates where
improvements can
be made, and
guardrails added
to your work
object lifecycles

31
• The Lean Metrics
from the Work in
Progress Report
provide clear
insight via the
Cumulative Flow
Diagram

32
• The Program
Increment
Progress Report
allows clear
insight to how well
delivery is
progressing
against committed
outcomes

HOW JIRA ALIGN HELPS DRIVE LEARNING
33
Predictable Teams are the purview of the Process Coaches.
The Process Coaches need the data Jira Align provides to help the teams improve in the
following areas:
• Backlog and Estimation Refinement
• Portfolio Management
• Cycle and Lead Times
• Velocity and Capacity
• Value Delivery

Managing Risks, Dependencies, and
Objectives in Jira Align

CAPTURING AND MANAGING THE RISKS
When plans are formed, and before being fully committed to, it is usual to try and capture all
the Risks that may exist to delivering the plan fully.
Those risks are then discussed to determine how best to manage them the ensure the best
delivery path for the plan to move forward
There are a myriad of methods for managing Risks

MANAGING RISKS IN JIRA ALIGN
Jira Align captures Risks and manages them via the ROAM method

• When teams are not capable of delivering work by themselves, there is an inherent risk
to being able to deliver on that value from that team
• Dependencies identify where teams rely on other teams across the organization to
deliver the work being asked of them
• With each dependency a team has on another team, the risk to the team’s ability to
deliver per sprint increases geometrically
• Capturing and managing these Dependencies is critical and exceedingly difficult if not
supplemented with technology
• When captured properly, the learnings drive greater improvements to delivery and its
ability to meet committed plans on time
DEPENDENCIES ARE UNDERSTOOD RISK

HOW JIRA ALIGN CAPTURES AND MANAGES DEPENDENCIES
Jira Align has a robust Dependency Object that allows for teams to capture their Dependencies and the
agreement between the teams on when the work will be delivered to resolve the dependency

Dependencies capture the
Delivery Date, both Teams, and
the Work required

Dependencies are
managed from the
dashboard

OBJECTIVES ARE THE VALUES THE PLAN DELIVERS
Objectives, and their Key Results, are the means by which most organizations capture the value they
intend to deliver, or the value they discover they are delivering.
Objectives can be captured for every layer/level of planning an organization has
They are tracked and measured for the value delivered from the work that was committed to in the plan

Objectives in Jira
Align can be captured
and have the work
the fulfills the value
assigned to them

Objectives are then
tracked against their
outcomes

THE CONSOLIDATED VIEW IN JIRA ALIGN: PROGRAM ROOM

Today we learned why planning is important, how
predictability drives learning and improvement, and how
organizations need robust solutions to help radiate the
data that drives robust, near real time, pivot or persevere
decisioning.
The questions are:
1. Do you have the right Processes?
2. Are you Predictable?
3. Are your tools delivering the data you really need?
MANAGING THE PLAN TO DELIVER THE COMMITTED VALUE

IN OUR NEXT SESSION
Learn best practices on how to successfully execute, monitor and make the required
adjustments to your plan using Jira Align
You will learn about:
• How to define and track the work of teams as it relates to enterprise strategy
• How to use real-time insights and OKR tracking to measure the success of your
strategic planning
• How to use the connectivity of work to measure outcomes and drive better value to
your customers

KEY TAKEAWAYS
• Why planning is important
• How predictability drives learning and improvement
• How organizations need robust solutions to help radiate the
data that drives clear, near real time, pivot or persevere
decisioning

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!
• learn@cprime.com
©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.

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Enterprise Agility with Jira Align Part 2: Planning for Value

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