It's no secret that scaling agile is a challenge both culturally and operationally. So, how do other companies do it? How do they achieve success and what do their journeys look like? Bree Davies, Portfolio for Jira Product Manager, will detail one such case study of how a large insurance company with 12 software teams collaborate, plan and track their work to deliver value to their customers continuously. You will hear about a company's transformation to scale agile and how tools such as Jira Software and Portfolio for Jira have been key to their operational and cultural success. Plus, you'll walk away with tips and tricks to use Portfolio for Jira efficiently for your own long term planning.
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
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
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
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
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
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