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Scaling agile with 

Portfolio for Jira
BREE DAVIES | PRODUCT MANAGER | @BREEDAVIES
Scaled agile feels
Source: Shutterstock
It’s not just 

about tools; 

it’s about
people*
THE STORY OF A SCALED AGILE JOURNEY
*but tools help a bunch
Agenda
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
How did a fast-growing 

auto insurance company

scale their agile operations?
Source: Shutterstock
Needed management of
cross-team dependencies
Planning was inefficient
We were relying on
spreadsheets
Managing
teams was a
manual and
time-consuming
effort
Needed management of
cross-team dependencies
Planning was inefficient
We were relying on
spreadsheets
Managing
teams was a
manual and
time-consuming
effort
Needed management of
cross-team dependencies
Planning was inefficient
We were relying on
spreadsheets
Managing
teams was a
manual and
time-consuming
effort
Scaled agile allowed
the management and
coordination of
multiple teams that
work on all stages of 

a large project
Source: Shutterstock
2014
1 scrum team
Scaling agile doesn’t happen overnight
2014
1 scrum team
2017
13 scrum teams
Scaling agile doesn’t happen overnight
2014
1 scrum team
2017
13 scrum teams
Scaling agile doesn’t happen overnight
2014
1 scrum team
2017
13 scrum teams
Scaling agile doesn’t happen overnight
2014
1 scrum team
2017
13 scrum teams
Scaling agile doesn’t happen overnight
PORTFOLIO FOR JIRA
Data-driven
roadmap
Visibility for
everyone on
progress
Seamless
integration 

with Jira
‘Programs’ 

= ?

let’s clarify
SAFe ‘program’
A level within the SAFe
framework
‘Programs’
Portfolio ‘program’
A feature which allows you to
aggregate many plans into a
single view
Customer ‘program’
How you may structure your
teams. Many feature teams,
for example, may make up a
‘Program’ in your company
SAFe ‘program’
A level within the SAFe
framework
‘Programs’
Portfolio ‘program’
A feature which allows you to
aggregate many plans into a
single view
Customer ‘program’
How you may structure your
teams. Many feature teams,
for example, may make up a
‘Program’ in your company
SAFe ‘program’
A level within the SAFe
framework
‘Programs’
Portfolio ‘program’
A feature which allows you to
aggregate many plans into a
single view
Customer ‘program’
How you may structure your
teams. Many feature teams,
for example, may make up a
‘Program’ in your company
Agenda
Why should I scale agile?
Optimise your hierarchy for comms
Plan to plan
Takeaways
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
Be clear how you will
organize your teams 

before you put tools 

around them.
SET STRONG FOUNDATIONS
What’s under our customer’s Jira hood?
Each board is based based on a filter using a custom
field for ‘Program’ and then, separated by team.
FixVersion
Essential for using 

Releases in Portfolio
Estimate
We rely on this to
understand the size
of your work
Team Field
See and share your
team assignments
Parent Link
Surface hierarchy 

on your 

Jira issues
Jira fields for Portfolio success
FixVersion field
The link for communicating Release
assignment for issues from Portfolio
FixVersion
Essential for using 

Releases in Portfolio
Estimate
We rely on this to
understand the size
of your work
Team Field
See and share your
team assignments
Parent Link
Surface hierarchy 

on your 

Jira issues
Jira fields for Portfolio success
Creating a call-out
Watch the tutorial in the Presentation
Guidelines Keynote to learn how to
create call-outs on screenshots within
this template.
Estimate field
Needed to share sizing
information between
Portfolio and Jira
FixVersion
Essential for using 

Releases in Portfolio
Estimate
We rely on this to
understand the size
of your work
Team Field
See and share your
team assignments
Parent Link
Surface hierarchy 

on your 

Jira issues
Jira fields for Portfolio success
Team field
Add to your screens to 

see team assignment
from Portfolio
FixVersion
Essential for using 

Releases in Portfolio
Estimate
We rely on this to
understand the size
of your work
Team Field
See and share your
team assignments
Parent Link
Surface hierarchy 

on your 

Jira issues
Jira fields for Portfolio success
View your hierarchy
See where your issues fit into the next
level of hierarchy upwards within Jira
Creating a call-out
Watch the tutorial in the Presentation
Guidelines Keynote to learn how to
create call-outs on screenshots within
this template.
And, in reverse
See all epics that fit into an
initiative within Jira by using
the Parent Link field
Introduced minor customizations
Jira was kept simple with minimal changes
The experience is consistent for all
Each issue type and team use the same workflow
Top down meets bottom up
Teams plan three sprints ahead to their 

maximum capacity
Introduced minor customizations
Jira was kept simple with minimal changes
The experience is consistent for all
Each issue type and team use the same workflow
Top down meets bottom up
Teams plan three sprints ahead to their maximum
capacity
Introduced minor customizations
Jira was kept simple with minimal changes
The experience is consistent for all
Each issue type and team use the same workflow
Top down meets bottom up
Teams plan three sprints ahead to their maximum
capacity
Custom fields are powerful.
But think carefully before 

re-creating standard Jira
fields with your own.
CUSTOM FIELD WARNING
Determine what’s essential
Keep it simple
Audit your customizations
I’m worried
we are 

not set up
for success
Determine what’s essential
Keep it simple
Audit your customizations
I’m worried
we are 

not set up
for success
Determine what’s essential
Keep it simple
Audit your customizations
I’m worried
we are 

not set up
for success
Agenda
Why should I scale agile?
Keep Jira simple
Plan to plan
Takeaways
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
Match your issue hierarchy to the
structure of your org, making 

plans and reports digestible for 

all audiences
ALIGN YOUR HIERACHY
Match your issue hierarchy to your org
Product Owner Product Owner
Product Managers &
Business Partners
Scrum Master & Team Scrum Master & Team
Product Owner
Scrum Master & Team
Match your org to your issue hierarchy
Product Managers /
Business Partners /
Program Management
Executive Strategic Objectives 

& Programs
Initiatives & Programs
Epics
Epics & Stories
Use Portfolio’s
hierarchy to 

roll up your 

work items
It’s a lot of people to keep aligned 

especially when your program is
moving quickly
Source: Shutterstock
Supporting
team
collaboration
Inspect, adapt and plan

Product Mangers, Product Owners and Business
Partners meet regularly throughout the month.
Bi-weekly
portfolio planning
Review the next three
releases, including;
• Work release
• Work per sprint
• Work per team
Adjust for priority, 

team velocity and
cross-team
dependencies
EPIC LEVEL
Source: Shutterstock
INITIATIVE LEVEL
Supporting
team
collaboration
Prioritise communication across levels

The scrum teams escalate any issues in program
meetings, which occur fortnightly.
Scrum of scrums
meeting
Escalate issues
Manage cross team
dependencies
Keep communication
flowing
Resolve blockers
STORY LEVEL
EPIC LEVEL
Source: Shutterstock
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Takeaways
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
Think about the streams of
work and issue types you
want to see in your plan.
PLAN TO PLAN
Creating a call-out
Watch the tutorial in the Presentation
Guidelines Keynote to learn how to
create call-outs on screenshots within
this template.
A project
Each connected issue source
will appear as a separate
project in your Portfolio plan
Releases 

=
Versions

=

Time
Red on your schedule
means your release 

is overbooked
I want to align several
streams of work to the 

same goal
ONE RELEASE PER PI/MILESTONE/GOAL
Use Cross-
Project Releases
Align your teams towards a
single (time) goal
Easy filtering of the schedule
ONE RELEASE PER PI / MILESTONE / GOAL
ONE RELEASE PER PI / MILESTONE / GOAL
Clear
reporting
Group releases
together and create
an aggregate report
across all your
teams.
I want to clearly visualize all
the dependencies in my plan
so I can manage them
MANAGE CROSS-TEAM DEPENDENCIES
DEPENDENCY REPORT
Manage your
project’s risk
See all the dependencies that
exist between teams in your
plan, so you can reduce your
project’s risk
Feel confident in
your release date
When you’re on top of your
dependencies, you’ll feel more
confident that you will make
your release date
I want to connect the 

team’s work to strategy 

so execs know we are
working on the right things
USE THEMES TO CONNECT WORK TO STRATEGY
Set strategic
objectives
Define how much
time you want to
dedicate to certain
objectives and
monitor over time
how much is being
invested in each
area.
USE THEMES TO CONNECT WORK TO STRATEGY
Please remember
You don’t always need the line or text at all.
I want to combine 

several plans into a 

single view
ROLL IT UP TO A PORTFOLIO PROGRAM VIEW
ROLL IT UP TO A PORTFOLIO PROGRAM VIEW
See your schedule
for multiple plans
in a single view
ROLL IT UP TO A PORTFOLIO PROGRAM VIEW
See progress and
status of your
scope across
multiple plans
I want to build a 

reporting dashboard 

for visibility
SHARE REPORTS IN CONFLUENCE
Create a
dashboard
Embed several different
reports to give full visibility into
team progress
SHARE REPORTS IN CONFLUENCE
Dynamic updates
Reports are always in real-time,
so no manual updates are
needed
Add context
Use Confluence to add
commentary and context
around the data
Please remember
You don’t always need the line or text at all.
Source of Truth
Product Managers and
Owners use this view to make
sure the right work is going to
be executed
Collaboration
Teams can see what’s been
scheduled. Work can be
easily shared across teams if
capacity and velocity allows
Visibility
One plan per program allows
a clear view of the work 

in each sprint
What have been the benefits for Acme?
Source of Truth
Product Managers and
Owners use this view to make
sure the right work is going to
be executed
Collaboration
Teams can see what’s been
scheduled. Work can be
easily shared across teams if
capacity and velocity allows
Visibility
One plan per program allows
a clear view of the work 

in each sprint
What have been the benefits for Acme?
Source of Truth
Product Managers and
Owners use this view to make
sure the right work is going to
be executed
Collaboration
Teams can see what’s been
scheduled. Work can be
easily shared across teams if
capacity and velocity allows
Visibility
One plan per program allows
a clear view of the work 

in each sprint
What have been the benefits for Acme?
There’s different
ways to scale agile
Do your research and understand
which is the best framework for your
company. It might not be just one.
Scrum of Scrums
Next ‘level’ up from one-team scrum, with a daily
meeting of ambassadors from each team to
emphasise communication and coordination
Large Scale Scrum
Takes the scrum ceremonies and has two
frameworks to scale across different sized teams
Disciplined Agile
A decision making framework which is a
modification of scrum and also borrows from Agile
Modeling, XP, Kanban and Lean
Scrum of Scrums
Next ‘level’ up from one-team scrum, with a daily
meeting of ambassadors from each team to
emphasise communication and coordination
Large Scale Scrum
Takes the scrum ceremonies and has two
frameworks to scale across different sized teams
Disciplined Agile
A decision making framework which is a
modification of scrum and also borrows from Agile
Modeling, XP, Kanban and Lean
Scrum of Scrums
Next ‘level’ up from one-team scrum, with a daily
meeting of ambassadors from each team to
emphasise communication and coordination
Large Scale Scrum
Takes the scrum ceremonies and has two
frameworks to scale across different sized teams
Disciplined Agile
A decision making framework which is a
modification of scrum and also borrows from Agile
Modeling, XP, Kanban and Lean
When scaling agile across
an entire organization,
focus on “just enough”
DAN RADIGAN - THE AGILE COACH
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Agenda
Why should I scale agile?
Keep Jira simple
Optimise your hierarchy for comms
Plan to plan
Takeaways
Keep Jira
simple
Match your
hierarchy to
your org
Plan to plan Scaling is
more than just
a set of tools
Takeaways
Thank you!
BREE DAVIES | PRODUCT MANAGER | @BREEDAVIES

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Scaling Agile with Portfolio for Jira

  • 1. Scaling agile with 
 Portfolio for Jira BREE DAVIES | PRODUCT MANAGER | @BREEDAVIES
  • 3. It’s not just 
 about tools; 
 it’s about people* THE STORY OF A SCALED AGILE JOURNEY *but tools help a bunch
  • 4. Agenda Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 5. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 6. How did a fast-growing 
 auto insurance company
 scale their agile operations? Source: Shutterstock
  • 7. Needed management of cross-team dependencies Planning was inefficient We were relying on spreadsheets Managing teams was a manual and time-consuming effort
  • 8. Needed management of cross-team dependencies Planning was inefficient We were relying on spreadsheets Managing teams was a manual and time-consuming effort
  • 9. Needed management of cross-team dependencies Planning was inefficient We were relying on spreadsheets Managing teams was a manual and time-consuming effort
  • 10. Scaled agile allowed the management and coordination of multiple teams that work on all stages of 
 a large project Source: Shutterstock
  • 11. 2014 1 scrum team Scaling agile doesn’t happen overnight
  • 12. 2014 1 scrum team 2017 13 scrum teams Scaling agile doesn’t happen overnight
  • 13. 2014 1 scrum team 2017 13 scrum teams Scaling agile doesn’t happen overnight
  • 14. 2014 1 scrum team 2017 13 scrum teams Scaling agile doesn’t happen overnight
  • 15. 2014 1 scrum team 2017 13 scrum teams Scaling agile doesn’t happen overnight
  • 16. PORTFOLIO FOR JIRA Data-driven roadmap Visibility for everyone on progress Seamless integration 
 with Jira
  • 17.
  • 19. SAFe ‘program’ A level within the SAFe framework ‘Programs’ Portfolio ‘program’ A feature which allows you to aggregate many plans into a single view Customer ‘program’ How you may structure your teams. Many feature teams, for example, may make up a ‘Program’ in your company
  • 20. SAFe ‘program’ A level within the SAFe framework ‘Programs’ Portfolio ‘program’ A feature which allows you to aggregate many plans into a single view Customer ‘program’ How you may structure your teams. Many feature teams, for example, may make up a ‘Program’ in your company
  • 21. SAFe ‘program’ A level within the SAFe framework ‘Programs’ Portfolio ‘program’ A feature which allows you to aggregate many plans into a single view Customer ‘program’ How you may structure your teams. Many feature teams, for example, may make up a ‘Program’ in your company
  • 22. Agenda Why should I scale agile? Optimise your hierarchy for comms Plan to plan Takeaways
  • 23. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 24. Be clear how you will organize your teams 
 before you put tools 
 around them. SET STRONG FOUNDATIONS
  • 25. What’s under our customer’s Jira hood? Each board is based based on a filter using a custom field for ‘Program’ and then, separated by team.
  • 26. FixVersion Essential for using 
 Releases in Portfolio Estimate We rely on this to understand the size of your work Team Field See and share your team assignments Parent Link Surface hierarchy 
 on your 
 Jira issues Jira fields for Portfolio success
  • 27.
  • 28. FixVersion field The link for communicating Release assignment for issues from Portfolio
  • 29. FixVersion Essential for using 
 Releases in Portfolio Estimate We rely on this to understand the size of your work Team Field See and share your team assignments Parent Link Surface hierarchy 
 on your 
 Jira issues Jira fields for Portfolio success
  • 30. Creating a call-out Watch the tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. Estimate field Needed to share sizing information between Portfolio and Jira
  • 31. FixVersion Essential for using 
 Releases in Portfolio Estimate We rely on this to understand the size of your work Team Field See and share your team assignments Parent Link Surface hierarchy 
 on your 
 Jira issues Jira fields for Portfolio success
  • 32. Team field Add to your screens to 
 see team assignment from Portfolio
  • 33. FixVersion Essential for using 
 Releases in Portfolio Estimate We rely on this to understand the size of your work Team Field See and share your team assignments Parent Link Surface hierarchy 
 on your 
 Jira issues Jira fields for Portfolio success
  • 34. View your hierarchy See where your issues fit into the next level of hierarchy upwards within Jira
  • 35. Creating a call-out Watch the tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. And, in reverse See all epics that fit into an initiative within Jira by using the Parent Link field
  • 36. Introduced minor customizations Jira was kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their 
 maximum capacity
  • 37. Introduced minor customizations Jira was kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their maximum capacity
  • 38. Introduced minor customizations Jira was kept simple with minimal changes The experience is consistent for all Each issue type and team use the same workflow Top down meets bottom up Teams plan three sprints ahead to their maximum capacity
  • 39. Custom fields are powerful. But think carefully before 
 re-creating standard Jira fields with your own. CUSTOM FIELD WARNING
  • 40. Determine what’s essential Keep it simple Audit your customizations I’m worried we are 
 not set up for success
  • 41. Determine what’s essential Keep it simple Audit your customizations I’m worried we are 
 not set up for success
  • 42. Determine what’s essential Keep it simple Audit your customizations I’m worried we are 
 not set up for success
  • 43. Agenda Why should I scale agile? Keep Jira simple Plan to plan Takeaways
  • 44. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 45. Match your issue hierarchy to the structure of your org, making 
 plans and reports digestible for 
 all audiences ALIGN YOUR HIERACHY
  • 46. Match your issue hierarchy to your org Product Owner Product Owner Product Managers & Business Partners Scrum Master & Team Scrum Master & Team
  • 47. Product Owner Scrum Master & Team Match your org to your issue hierarchy Product Managers / Business Partners / Program Management Executive Strategic Objectives 
 & Programs Initiatives & Programs Epics Epics & Stories
  • 48. Use Portfolio’s hierarchy to 
 roll up your 
 work items
  • 49. It’s a lot of people to keep aligned 
 especially when your program is moving quickly Source: Shutterstock
  • 50. Supporting team collaboration Inspect, adapt and plan
 Product Mangers, Product Owners and Business Partners meet regularly throughout the month.
  • 51. Bi-weekly portfolio planning Review the next three releases, including; • Work release • Work per sprint • Work per team Adjust for priority, 
 team velocity and cross-team dependencies EPIC LEVEL Source: Shutterstock INITIATIVE LEVEL
  • 52. Supporting team collaboration Prioritise communication across levels
 The scrum teams escalate any issues in program meetings, which occur fortnightly.
  • 53. Scrum of scrums meeting Escalate issues Manage cross team dependencies Keep communication flowing Resolve blockers STORY LEVEL EPIC LEVEL Source: Shutterstock
  • 54. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Takeaways
  • 55. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 56. Think about the streams of work and issue types you want to see in your plan. PLAN TO PLAN
  • 57. Creating a call-out Watch the tutorial in the Presentation Guidelines Keynote to learn how to create call-outs on screenshots within this template. A project Each connected issue source will appear as a separate project in your Portfolio plan
  • 59. Red on your schedule means your release 
 is overbooked
  • 60. I want to align several streams of work to the 
 same goal ONE RELEASE PER PI/MILESTONE/GOAL
  • 61. Use Cross- Project Releases Align your teams towards a single (time) goal Easy filtering of the schedule ONE RELEASE PER PI / MILESTONE / GOAL
  • 62. ONE RELEASE PER PI / MILESTONE / GOAL Clear reporting Group releases together and create an aggregate report across all your teams.
  • 63. I want to clearly visualize all the dependencies in my plan so I can manage them MANAGE CROSS-TEAM DEPENDENCIES
  • 64. DEPENDENCY REPORT Manage your project’s risk See all the dependencies that exist between teams in your plan, so you can reduce your project’s risk Feel confident in your release date When you’re on top of your dependencies, you’ll feel more confident that you will make your release date
  • 65. I want to connect the 
 team’s work to strategy 
 so execs know we are working on the right things USE THEMES TO CONNECT WORK TO STRATEGY
  • 66. Set strategic objectives Define how much time you want to dedicate to certain objectives and monitor over time how much is being invested in each area. USE THEMES TO CONNECT WORK TO STRATEGY Please remember You don’t always need the line or text at all.
  • 67.
  • 68. I want to combine 
 several plans into a 
 single view ROLL IT UP TO A PORTFOLIO PROGRAM VIEW
  • 69. ROLL IT UP TO A PORTFOLIO PROGRAM VIEW See your schedule for multiple plans in a single view
  • 70. ROLL IT UP TO A PORTFOLIO PROGRAM VIEW See progress and status of your scope across multiple plans
  • 71. I want to build a 
 reporting dashboard 
 for visibility SHARE REPORTS IN CONFLUENCE
  • 72. Create a dashboard Embed several different reports to give full visibility into team progress SHARE REPORTS IN CONFLUENCE Dynamic updates Reports are always in real-time, so no manual updates are needed Add context Use Confluence to add commentary and context around the data Please remember You don’t always need the line or text at all.
  • 73. Source of Truth Product Managers and Owners use this view to make sure the right work is going to be executed Collaboration Teams can see what’s been scheduled. Work can be easily shared across teams if capacity and velocity allows Visibility One plan per program allows a clear view of the work 
 in each sprint What have been the benefits for Acme?
  • 74. Source of Truth Product Managers and Owners use this view to make sure the right work is going to be executed Collaboration Teams can see what’s been scheduled. Work can be easily shared across teams if capacity and velocity allows Visibility One plan per program allows a clear view of the work 
 in each sprint What have been the benefits for Acme?
  • 75. Source of Truth Product Managers and Owners use this view to make sure the right work is going to be executed Collaboration Teams can see what’s been scheduled. Work can be easily shared across teams if capacity and velocity allows Visibility One plan per program allows a clear view of the work 
 in each sprint What have been the benefits for Acme?
  • 76. There’s different ways to scale agile Do your research and understand which is the best framework for your company. It might not be just one.
  • 77. Scrum of Scrums Next ‘level’ up from one-team scrum, with a daily meeting of ambassadors from each team to emphasise communication and coordination Large Scale Scrum Takes the scrum ceremonies and has two frameworks to scale across different sized teams Disciplined Agile A decision making framework which is a modification of scrum and also borrows from Agile Modeling, XP, Kanban and Lean
  • 78. Scrum of Scrums Next ‘level’ up from one-team scrum, with a daily meeting of ambassadors from each team to emphasise communication and coordination Large Scale Scrum Takes the scrum ceremonies and has two frameworks to scale across different sized teams Disciplined Agile A decision making framework which is a modification of scrum and also borrows from Agile Modeling, XP, Kanban and Lean
  • 79. Scrum of Scrums Next ‘level’ up from one-team scrum, with a daily meeting of ambassadors from each team to emphasise communication and coordination Large Scale Scrum Takes the scrum ceremonies and has two frameworks to scale across different sized teams Disciplined Agile A decision making framework which is a modification of scrum and also borrows from Agile Modeling, XP, Kanban and Lean
  • 80. When scaling agile across an entire organization, focus on “just enough” DAN RADIGAN - THE AGILE COACH
  • 81. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan
  • 82. Agenda Why should I scale agile? Keep Jira simple Optimise your hierarchy for comms Plan to plan Takeaways
  • 83. Keep Jira simple Match your hierarchy to your org Plan to plan Scaling is more than just a set of tools Takeaways
  • 84. Thank you! BREE DAVIES | PRODUCT MANAGER | @BREEDAVIES