I am looking for recommendations on the correct setup for creating High Level Initiatives and associated plans for my department.
We have multiple teams across multiple Jira projects which all feed into different High Level Initiatives.
From the documentation, the recommendation is to use a separate Project for all Initiatives, which I have done, namely Planning_Project.
I am looking to create a Portfolio Program per Product Type. And within each Portfolio Program, a Portfolio Plan per team based on their scrum board.
- For example Team A owns ProjectA1, ProjectA2 and ProjectA3 and has a Scrum Board based on a filter across the 3 projects.
My question is, when I’m creating the Portfolio Plan for Team A, do I add 2 sources to combine the Team’s Dev Work with the high level Initiatives (which are already linked via Parent Links):
1. Team A Scrum Board
2. Planning_Project Board
If I setup my Team A Portfolio Plan like this, I have to limit the Scope of the Plan to just the Initiatives relevant to this team, which doesn’t seem maintainable. What if new Initiatives come in? I’d like these to be picked up automatically.
What is the correct way to setup Initiatives and Plans so that I can be sure that everything is accounted for.
Or is there a way of having a list of Initiatives which are not assigned to a plan (i.e. a Backlog) and then use this list in planning to allocate them to the correct plan/team?
Any guidance would be great, thank you
