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Objective field names and values not very SAFe - Category / Planned & Delivered value

As we prepare to roll out Jira Align, we are hoping to use Team Objectives as part of PI Planning.  We have been working with our SAFe teams to train on best practices, but the field names and values within JA may cause some confusion.

  • The Category field dropdown values are: Critical Path and Stretch Goal; would prefer Committed versus Uncommitted.
  • The field names in JA are labeled: Planned Value and Delivered Value; would prefer Business Value and Actual Value.



1 answer

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Lisa, as you are probably already aware, many of the field labels and dropdowns values in Jira Align can be customized by the Jira Align Admin.  Unfortunately, the ones you highlighted do not appear to be among the values that can be changed.

Maybe you could submit an enhancement request?

We are aware that many of the fields and dropdown values can be configured by our JA admin.  The fields I mentioned cannot be configured.

Would like to know how other SAFe folks address the discrepancy.  Do you still use the fields / values and address it with training?  

Yes, training.

Rae Gibbs Atlassian Team Jun 09, 2021

@Lisa Schliker The difference in terminology is definitely an adjustment that needs to be made for those practicing SAFe but the functionality and concept is the same making it completely usable.  The Planned Value (or Business Value) is what is assigned during PI Planning.  The Delivered Value (or Actual Value) is what is assigned when the objective is completed.  For Stretch Goal (or Uncommitted) objectives, if the value is not achieved, it will not count against the team in the corresponding Progress by Objective report.  On the converse, if the value is achieved, they will receive the credit.  For Critical Path (or Committed) objectives, both planned and delivered are factored into the corresponding report.  As Allan mentioned, I normally just address the difference of terminology with users when training them on the tool but do not forego the benefit of utilizing this functionality.

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We like the functionality.  Just concerned that the different terminology may cause confusion / frustration with user adoption.  We do plan on addressing during training.

Rae Gibbs Atlassian Team Jun 10, 2021

We normally just address this so users know and move on.  I'm sure it may be annoying for some but I haven't seen this be a big topic of conversation when we cover it in training.

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