*New* updates to Quarterly Planning with Jira Cloud Solution Guide

[#1]

'Facilitate PI Planning with Advanced Roadmaps in Jira Cloud' was first announced in March. Since then, we have improved the core solution offering and added more “jobs to be done” by the program team. This body of work is now a complete solution guide in Success Central called 'Quarterly Planning Guidance with Jira Cloud'.

What's new?

• Improved navigation. The guide is now accessible from the Success Central landing page under 'Featured content' and Solution Paths

• Centralized guidance for Jira Admin configurations. The new page 'How to configure Jira and PI plan in Advanced Roadmaps' provides one easy place for the Jira Admin to implement all the configurations needed to enable the solution guide recommended practices.  
  • This page is super important, we introduce new fields that scale ways of working in Jira. Such as PIs and contributing teams. We provided guidance on issue field config and project standardization. 

• Centralized guidance for PI Plan Admin. We introduced a new role called 'PI Plan Admin' which is responsible for configuring the reusable PI Plan in Jira Cloud. Ideally, the RTE or program manager will be the PI Plan admin and they will govern standardized views and guide end-users on how to use the new fields. This guidance is also included in the new page 'How to configure Jira and PI plan in Advanced Roadmaps'
  • Then the PI Plan Admin follows the rest of these steps where they configure the plan settings and save standardized views.
• Enhanced guidance for Product team members to execute all the jobs to be done to prepare the feature roadmap for the upcoming PI. Which is the next step 'How to schedule work in the shared pi plan with AR'
  • How to use the program board to meet the definition of ready
  • How to use the preconfigured PI Plan views to further refine and prioritize features

• Program retrospective guidance using the new Atlassian Whiteboard product's retrospective template. Inspect and adapt is such an important activity that teams sometimes overlook, see our new page 'How to prepare and conduct an Agile Release Train (ART) retrospective using Confluence'

• Improved the flow and content of pages that support conducting a PI Planning event. We improved the following how-to pages with more clarity and agreement with the new guidance in the PI Planning Prep "jobs to be done". 
  
  • How to Refine Planned Work Items for PI Planning with Advanced Roadmaps
  • How to Conduct PI Planning using Advanced Roadmaps
  • How to create a PI sprint plan in Jira
  • How to manage (ROAM) risks with Advanced Roadmaps

Please use the comments to ask questions or share feedback with our Enterprise Agility Advisory team. 

[Dave Mathijs]

Wow @Jessica Piikkila , that's an extensive guide! 😲 Thanks for the link to the Atlassian Success Central. 🙏🏻

A bit off-topic maybe, but in the ROAM management link, I'm missing the risk matrix (the risk register is covered).

[Jessica Piikkila]

@Dave Mathijs thank you for the comments, we appreciate the feedback!  In response to the risk matrix, we struggled over how much guidance to provide on this topic. Risk policies are so contextual for each organization so we kept it simple by just designing the board.  Documenting a risk matrix is a great idea and we recommend creating a Confluence page to capture the data and link it to the Jira project. Please let us know if you have more feedback.