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Tutorials or Recommendations for the new Goals and Projects experience?

Lisa McCann

Coming into Goals and Projects as a newbie to Atlas functionality.

Is there some kind of tutorials or recommendations or getting started guide to help one set up the structure so things don't go sideways quickly?

Comments

Dave Buitenhek

The below article (and the articles linked on it) are good references to get started.

https://support.atlassian.com/platform-experiences/docs/what-is-atlassian-home/

Though relatively straightforward, here's how we refer to Platform Experiences (aka Atlassian Home / Goals & Projects):

Goals are large-scale company initiatives that are broken down into Projects (though Goals can have Jira work items associated, like Epics).

Atlassian says: Goals in Atlassian represents the outcomes that multiple projects or streams of work contribute to. Goals usually take a longer period of time to achieve, and can be represented by various frameworks, such as OKRs, KPIs, SMART goals, and more.

Projects are (more or less) how the work gets done, but is useful to have a separate object outside of Jira, since multiple teams can be involved. A Project Manager might need four separate teams with different Jira Projects to work towards the completion of a project.

Atlassian says: Projects help bring work into one place and provide just the right amount of context so that anyone at your company can understand what is being worked on, why it is happening, who is responsible for it, and how it is going.

Teams are the groups of people doing the work.

Atlassian says: Atlassian products are designed to help teams work and collaborate to their full potential. Atlassian teams make it easier to communicate and collaborate across projects and platforms.

That said, especially with Project Management tools, you need an executive sponsor to really drive home the importance of using the tool. A member of the C Suite that actually cares about the tool, wants the company to be successful with it, and shows up to meetings about it - that's who you need to support you and consistently (and regularly) talk about it, reassess, and find ways to improve.

Lisa McCann

Thanks for the reply - I'm looking more for a diagram and examples, like how does Atlassian use these?

Dave Buitenhek

Understood. Sorry, Lisa - I am not sure if they have anything like that available. Previously Atlas had links to The Loop Framework (below), that is probably the closest thing I can think of. I included one more link too, but it's just a general description similar to the links previously posed. Best of luck.

https://www.atlassian.com/loop/about

https://www.atlassian.com/platform/platform-apps

Margo Sakova - OKR Board for Jira by Oboard

Hi @Lisa McCann

I have a very simple example of how to set Goals for implementing the OKRs (Objectives and Key Results) goal-setting framework. It might be a bit dated, but I think the basics are covered: https://medium.com/oboard-okr-software/okr-jira-0ebb8d868bf3#c5a1

You can reach out to me or drop a comment under the Medium post in case you have any questions: https://www.linkedin.com/in/margosakova/

I would say Goals are pretty flexible, and you can build a lot of different things based on your specific use case

Lisa McCann

Dave,

Thanks! I'll check these out.

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