Recommended checklists based on the initial configuration of the Lean Portfolio level operations and governance activities outlined
Step
Short Description
Jira Align Page
Demo Features
Demo the features that have been accepted as part of the PI.
ART Board
Objectives Check-In
Review each objective committed to in the PI and assess value delivered
Objectives Tree > List View (select ART/Team Tabs)
Review ART Burn-down/Burn-up
Review how work progressed during the PI and discuss events that occurred
PI Progress Report
Review Kanban Step Cycle Time
Review overall cycle time of ART Kanban Board (are we trending in the right direction)
Kanban Flow Cycle Time
Problem Solving Workshop
Identify a problem that should be resolved by the ART and identify possible solutions
Backlog (Feature View)
Review Strategic Alignment
Ensure that investment goals for the next PI are understood across the different ARTs
Strategic Drivers Allocation
Review Objectives
Review each objective being targeted for the PI that all ARTs are working to support
Objectives Tree > List View (select Portfolio Tab)
Review Initial Risks
Review initial risks identified by the different ARTs that should be discussed with all ARTs
Risks
Cross-ART Dependencies
Discuss any cross-ART dependencies and ensure they are captured for visibility
Dependencies
Business Context
Review the problems that need to be solved by the business this PI / what the overall objectives are
<External Link> OR Objects Tree (select Portfolio Tab)
Roadmap Review
Review the direction the ART is heading with the work that is being planned and forecasted
Roadmaps
Proposed Features
Review the proposed features for the upcoming PI
Architectural Context
Review any architectural context needed by the teams before heading into team breakouts
<External Link>
Target Stories
Breakdown Features into stories and target the stories into sprints
Backlog (Story View) > Kanban > Sprint View OR Jira
Identify Risks
Identify any risks that could impact the teams ability to deliver during the PI
Identify Dependencies
Identify and seek commitment on dependencies associated with planned work
Identify Objectives
Finalize team objectives associated with the current PI deliverables
Objectives
Target Features
Target features to sprints on the ART board and review any planning issues identified
Plan Review
Review Team Capacity
Review team capacity (velocity vs load) to ensure team is not overcommitting
Backlog (Story View) > Kanban > Sprint View
Review ART Board
Review ART board to validate there are no planning issues present at the beginning of the PI
ROAM Risks
ROAM all risks to ensure there is a path forward to resolution
Risk ROAM Report
Review Committed Objectives
Review the committed objectives for the current PI to ensure alignment across the ARTs
Objectives Tree > List View (select Team Tab)
Realign Feature Forecast
Identify new forecast for Features not planned in the current PI
Review Roadmap
Review the updated roadmap to ensure alignment
Roadmap
Demo the features that have been accepted so far as part of the current PI
Review each objective targeted for completion and check-in on the value obtained
Review how work is progressing during the PI
Review Ready Features
Refine each feature in the Tech Refinement (In Progress) column
Backlog (Feature View)> Kanban > Kanban Flow View
Identify Impacted Systems
Identify impacted system for each features
Backlog (Feature View)> Kanban > Kanban Flow View (on the Feature card)
Relatively Size Features
Relatively size each feature, associating the value with both the point size of the feature of and the job size of the WSJF score
Estimation
Refine each feature in the Ready for WSJF column
Relatively Estimate Cost of Delay
Relatively size each value of Cost of Delay for each feature
Review Backlog Priority
Review the current backlog priority and reprioritize if needed
Review Progress
Review the current status and progress of feature on the roadmap
Target Future Features
Realign feature targets / forecasts to best align with current thinking / vision
Update Roadmap Status
Update the status of features on the roadmap to best reflect progress to portfolio leadership
Move Incomplete Stories to Backlog
Move the incomplete stories to the backlog in Jira (right click on incomplete items and move to backlog/future sprint)
<No Link>
Complete Sprint in Jira
Complete the previous sprint in Jira (do not complete in Jira Align as it will not sync)
Validate Next Sprint Team Assignment / Allocation
Validate for the next sprint that all the team members are assigned and an allocation is set for them
Sprints
Validate Next Sprint Capacity
Validate capacity for the next sprint in Jira Align (override if necessary)
Start Sprint in Jira
Start the sprint in Jira (do not start in Jira Align as it will not sync)
Review Impediments
Review and disposition any new impediments (escalating if necessary to portfolio leadership)
Impediments
Review Risks
Review the current status of active risks, and triage any new risks identified since last meeting
Review new planning issues that have been identified since last meeting
Review Commitments
Review progress of work against committed objectives and determine if any objectives are at risk / work needs to shift
Review Dependencies
Review the current state of cross-team dependencies and any impediments to completing dependencies
Review Queues
Review new work requests from the different ideation queues and determine if work should be brought into PI
Ideation
Review ART Kanban
Review the current state of the ART Kanban
Review ART Room
Review the overall health of the current PI for the ART
ART Room
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