Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

Post on 28-Nov-2014

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As our company's use of JIRA increased, we sensed a need to track portfolio projects within JIRA. But we didn’t find any plugins that met our need, so we built our own process. Through a combination of custom issue types, fields, and workflows, our leaders and PMO can now see the entire portfolio of 60 projects.

Transcript of Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

#atlassian

NOTES:

• Your main title goes in the large blue

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PHOTO

1. Place your photo at around the

same size as the example photo

2. (Keynote users:) Move your photo

onto the blue shape below Select both

photo and shape and then choose

“Mask with selected shape” from the

menu. Double click the photo to edit

the scale and crop position.

Karen Branham & Scottie Brimmer • Markel Corporation

Portfolio Management in JIRA

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Requirements

Capture data needed Budget, schedule, roles

Link to JIRA project where work is being done Issue, risk, task and time tracking

Data integrity Population of fields, date logic

Reporting Portfolio and metrics

Project Management GANTT charts, Phase dates

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Training and Rollout

• Training for PMs and Execs •  Training materials with screen shots •  Demos •  Site visits

• Rollout •  Conversion of existing data •  Validation •  LIVE (big bang)

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Lessons Learned

• Words! •  Who’s on first?

• Training Materials •  Use real data not examples

• Create standard dashboards •  Prior to rollout

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

Quick!

Data

integrity

Matures with us

FREE!

Questions?

Thank you!

Karen Branham & Scottie Brimmer • Markel Corporation