3. Presenter Background
Swati Jain – VP Professional Services
MBA, CSM, CSPO, SPC, PMC-II
Swati has over 12 years of experience serving as a dynamic
cross-functional leader with broad background in strategic
planning, software product management, enterprise portfolio
management, business process re-engineering, and
solutions architecture.
She has 4 years of experience leading Agile transformations
of global high-tech development teams at enterprise level,
where she championed and led software dept.
transformations to Scaled Agile Framework for the
Enterprise. She brings an open and adaptable mindset, with
a strong ability to drive sustainable and scalable results
through persistence and teamwork.
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4. Presenter Background
Brandon Huff – VP Professional Services
PMP, PMI-ACP, SPC, CSM, CSPO
Brandon Huff has 15 years of experience managing large
software development, infrastructure, and process
development projects for Fortune 500 companies. His
experience as an Agile Coach has driven large enterprise
transformations with lasting Agile COE’s. Brandon has
designed and configured hundreds of Atlassian instances
and pioneered the first Atlassian University courses.
He has helped companies like Apple, Cisco, Oracle, NetApp,
Ericsson, VISA, Hitachi, Target, and more.
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5. Webinar Agenda
• Scaling Agile Models
• Tool requirements
• Team needs in Scaling Agile
• Demo of Scaling Agile Atlassian Solution
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6. Scaling Agile Models
6
SAFe® 4.0
NEXUS™
DAD 2.0
LeSS Huge
Interpreted by an organization to
apply the core elements
Your tools must support your organizations
Scaling Agile methodology!
11. Common Scaling Agile Elements
11
SAFe® 4.0
DAD 2.0
LeSS Huge
NEXUS™
Foundation
based on
iterative planning
and delivery
Centralized
planning and
decentralized
decision
making
Cross-team
and Cross-
organization
Planning
Centralized
planning and
decentralized
decision
making
Reporting on
features and
progress
Alignment of
requirements
and
traceability
Focus on
delivery of
business
value
12. Scaling Agile Tool Requirements
Collaboration Communication Planning &
Refinement
Tracking &
Reporting
Traceability Process Enablement
Your tools must to support your team needs in a
Scaling Agile methodology
12
13. 13
1 2 3 4
Program Workflow
1 2 3
Team Workflow
Feature
Planning&Delivery
Reporting
Story
Program
Level
Team
Level
ProductRequirements
Feature
Bug
RiskSpike
Portfolio
Level
1 2 3 4 5
Portfolio Workflow
Initiative
Development
Reporting
Concept
RepositoryBuildDelivery
ConceptthroughDelivery
Scaling Agile Atlassian Solution
14. 14
Backlog In Progress Done
Feature
Story
Sprint Backlog
Release 1
Backlog Evaluation In Progress Done
Release 2
Portfolio Level
Story
Bug Spike
Risk
Story Story
Bug
Risk
Story Story
Bug Spike
Risk
Story
Bug
Roll Up & Reporting
Team Level
Funnel Evaluation Backlog Implementation Done
Initiative Initiative Initiative Initiative
Program & Product Level
Backlog Evaluation In Progress Done
Scaling Agile Atlassian Solution
Feature Feature
Feature
Feature
Feature
Feature
Feature
Feature
16. Portfolio Team Needs
Team needs to: view, plan and track your organizations most important
initiatives across all strategic themes
Are we working on
the right things?
Where are we in
process of delivering
our initiatives?
Are we ready to start
on next initiative?
Where can
I find the business plan
of the initiative?
What are our initiatives
for our main
investment theme?
Can I see dashboard of
most important metrics?
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17. Program Team Needs
Team needs to: determine if the release date will be met and test some
what-if scenarios to determine what changes can be made to ensure
the release date is met
17
Any cross-team
dependencies getting
in the way?
Where are we in
process of delivering
our features?
Are we going to deliver
in budget and on-
time?
What are the details of this
feature? Are there multiple teams
working on it?
Can I see Program
dashboard of most
important metrics?
What percent of the
feature is complete?
18. Product Team Needs
Team needs to: Prioritize and groom the backlog, need clear visibility
into status and progress of the projects
18
Any cross-team
dependencies getting
in the way?
Confirm ranking of the backlog is in
alignment with top ranked features
How is our release
progressing?
Communicate changes
to work in progress
Communicate acceptance
criteria to the team
19. Delivery Team Needs
Team needs to: Track and manage sprint commitments, work
assignment, and impediments for optimal velocity
19
Any cross-team
dependencies
getting in the way?
We have room in the
sprint to take on next
item? Which one?
What have we
completed?
Do we have capacity to
take on more in this sprint?
What is our
remaining ToDo?
What discussions did our
offshore team have
yesterday?
What is our
velocity?
Let’s break this work
down…..what do we need to do
and who is taking it?
Now that we know how communication flows, lets see some more details on what happens at each level from concept to delivery
First – there is an idea generation and there is an intake funnel which can be in JIRA , Confluence or some other enterprise tool. Once these ideas are vetted through economic and business viability, the approved initiatives flows through the program level.
Next – your program teams break those initiatives into features, establish dependencies, and plan releases. This plan maps to the team’s backlog.
Finally – teams are focused on development and delivery
Lets take a closer look at each of these.
So lets first take a look at the Portfolio Teams. Their main goal is to view, plan, and track all important initiatives. So what are they are doing to achieve that goal? They are going to look at where we are in the process, are we focused on the right things…….and they’ll need to under the impediments. Lets go take a look on how they will perform few of these activities.
So we looked at the overall health of our initiatives. Any questions?
john/cprime
Admin/Charlie!
Capabilities
Kanban boards
WSJF calculation , strategic themes, and prioritization
Open link to share to linked features, Confluence documentation, hipchat integration
Dashboards
As a Portfolio Manager, my goal to understand progress or health of our portfolio
To do this, I’ll need to view where we are in the process of delivering our intiatives, confirm we are working on the right things (bang for our buck) , delve into details and view features for an initiative and determine if what we are working on is aligned with our strategic themes. All this will be need to be communicated to the Program Team.
From this view , I can see what initiatives we have in play. I’d like to focus on our most important strategic theme, which is XYZ so I’ll filter my view to focus on those initiatives.
I want to know if we are ready to move the next initiative to approval but I see that we are past our WIP. Taking a look at the items in bottleneck, I decide to re-rank so we can focus on most important and move them to the next phase.{covered Kanban board, WIP limit, , filter by them, capturing process (workflow) …}
To summarize, as a Portfolio manger, I’ve been able to get view into my portfolio by seeing where we are in the process of delivering, identify any bottlenecks, look at details down to feature level. All this information helps me make better decisions on the priority of the work.
Next lets take a look at our program Teams. Their main goal is to coordinate activities and to ensure the delivery of the release.
So what are they are doing to achieve that goal?
They are going to look at where we are in the process, are we focused on the right things…….and they’ll need to understand the impediments.
Lets go take a look on how they will perform few of these activities.
So we looked at the overall health of our features. Any questions?
Capabilities
Kanban boards – WIP limit and flagged issues
Open issue to view linked issues, dependencies, more feature breakdown
Open Structure – see where it is in overall priority, what teams are working on it, progress
Tempo Program board to see if feature is at risk, sprint timeline, overall capacity report
Tempo Folio to plan resources for a release – scope, budget, costs
Program Dashboard for additional metrics
Next lets take a look at our product teams. Their main goal is to coordinate activities and to ensure the delivery of the release.
So what are they are doing to achieve that goal?
They are going to look at their backlog, prioritize and groom it, and manage dependencies.
Lets go take a look on how they will perform few of these activities.
So we looked at the overall health of our features. Any questions?
Capabilities
Scrum boards with epics and stories aligned next to each other, Drag&Drop to prioritize, start a new sprint
Look at reports on how epics are burning down (Feature 20) along with projected completion of epics
Look at reports on how release is burning down (WDP Greencloud new web page)
As a Product Owner my goals is to ensure timely release. My main activity is grooming the backlog so the team knows what to work on.
To do this, I'll be ranking the backlog, communicating the details of the backlog, ensuring dependencies are met, determine team’s availability, confirm we can meet our release date.
Next lets take a look at our delivery teams. Their main goal is to track and manage sprint commitments for optimal delivery.
So what are they are doing to achieve that goal?
They are going to look at their workboard, prioritize and groom it, and manage dependencies.
Lets go take a look on how they will perform few of these activities.
So we looked at the overall health of our features. Any questions?
Capabilities
Work board to track current sprint activities - Drag and drop activities across columns
Track team’s velocity and sprint reports
Team timesheets
Tempo planner to track team’s capacity
Team Dashboard
Next lets take a look at our delivery teams. Their main goal is to track and manage sprint commitments for optimal delivery.
So what are they are doing to achieve that goal?
They are going to look at their workboard, prioritize and groom it, and manage dependencies.
Lets go take a look on how they will perform few of these activities.
So we looked at the overall health of our features. Any questions?
Capabilities
Work board to track current sprint activities - Drag and drop activities across columns
Track team’s velocity and sprint reports
Team timesheets
Tempo planner to track team’s capacity
Team Dashboard