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Initiative Hierarchy in Jira Product Discovery

Erik Lau June 22, 2023

Hi there, 

We are considering migration our roadmaps to Jira Product Discovery and wondering if an "Initiative" (bucket for multiple ideas) hierarchy can be created in Jira PD?

Thanks!

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Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
June 22, 2023

Hi Erik, not exactly like that but here's what some teams use:

There's no hierarchical view of ideas. How can we organize a large list of ideas? 

Instead of a hierarchical view you can make use of the flexible views and fields structure to visualize your ideas based on a number of dimensions. You can create a separate field per dimension that you want to use to categorize ideas, and then use them in different views using grouping and filtering.

Demo: using fields and views to organize a large list of ideas

 

We used the same technique to recommend this way of doing roadmaps by time horizon here - the Jira Product Discovery team does this to create sub-roadmaps per theme instead (same technique - using colour coding and sub-views)

How can we create a roadmap with different time horizons? 

From a customer:

Our 12 month rolling roadmap is divided into 3 time horizons. First is Planned horizon, this is basically the current quarter divided into months. Second is Targeted this is the next quarter and the third horizon is what we call Directional and is the last 6 months/Half of the year. In JPD we can set target dates in months and quarter but we can't set it as a "Half" to show our Directional horizon. Any solution to that?

Here are 2 options, the second one is our favourite

 

 

0 votes
Adam Arrowsmith November 15, 2023

We are looking for the same thing. We are very early on with our JPD implementation so haven't lived with this approach very long but sharing what we've done:

 

Our whole motivation for bringing in JDP was to be able to more flexibly score, prioritize, and loosely plan work than what native Jira provides OOTB. We think about our work in a hierarchical fashion (we also have native Jira issue types that model this):

Goals

--Initiatives

----Parent Epics

------Epics

 

Specifically for the purposes of JPD, we want to rank and prioritize both at the initiative and parent epic level. So to model this in JDP we:

1. Created a custom select field "Type" with options: Initiative, Parent Epic.

2. Use the native Jira issue links to represent the parent/child relationship. We're using the Causes/Caused By link type because it is directional (vs. the generic RelatesTo).

3. Once prioritized and we decide move forward with something, those JPD items generate the analogous Delivery Tickets/native Jira issue.

 

This makeshift hierarchy within a flat structure is a bit awkward and it would be very nice to view things in a true/parent child fashion, but it's the best approach we've got right now.

 

Open to ideas and would be very interested to hear if others' have similar situations.

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
November 16, 2023

Thanks @Adam Arrowsmith !

I recently ran a webinar to describe how we handle it in the Jira Product Discovery team. Our hierarchy is: 

- Themes

-- Boulders

--- Focus areas

---- Ideas

The demo starts here.

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Adam Arrowsmith November 16, 2023

Thanks for sharing @Tanguy Crusson. Lots of good nuggets in that webinar.

Kent Diprose
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February 1, 2024

@Tanguy Crusson 

In the video that you have linked, at about 16:51, you display the fields for a Boulder idea. P2-728.

It looks like it is showing a list of ideas that are part of that Boulder idea, including a column for roadmap field. 

How did you achieve this? 

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 5, 2024
Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 5, 2024

Oh wait @Kent Diprose I think I just understood your question.

It's a bit of a power user move 🙂 Here's how I did this: https://www.loom.com/share/b15167184c20400a9a59888ba2269a72?from_recorder=1&focus_title=1

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Cristiano Paiva de Alarcão
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February 5, 2024
Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 5, 2024

I've just made them both public, thanks

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