How to Implement an Atlassian Jira Align Governance Framework

2. How to Implement an Atlassian Jira Align Governance Framework

3. OUR SPEAKER JESSE PEARLMAN, Business Agility Coach, Cprime • Helps organizations achieve true business agility by aiding them in applying Visibility into processes, practices, and market, to better understand their current state of Predictability and Responsiveness • An agilist and building high performing teams since the mid 80’s • Learned the true elements of Servant/Leadership in the Marines • Has facilitated the Agile success of hundreds of companies across the globe from the podiums of Rally and AgileCraft (now Jira Align)

4. AGENDA 01 THE PLATFORM TEAM 02 INTAKE AND TRIAGE 03 KEEP THE CONVERSATION GOING/Q&A

5. THE PLATFORM TEAM

6. THE PLATFORM TEAM – AKA GOVERNING BODY 6 The formation of the Platform Team, aka Governing Body, of Jira Align is best when formed from/around these three elements: 1. Business Voice 2. Tool Administration 3. Framework and Process

7. THE PLATFORM TEAM – BUSINESS VALUE 7 • This person is the Voice of ultimate value for the platform to deliver • This person (or persons) should be/represent the highest level of the Enterprise being modeled • Not always the purchaser - Has influence/authority over renewal • Leads platform value outcomes for Enterprise

8. THE PLATFORM TEAM – TOOL ADMINISTRATION 8 The Body of technical practice aligned to keep the platform and all data connectors performant to ensure the best Sense and Respond for the Enterprise. To include: • Security • User Management • Organizational Modeling • Technical Knowledge of platform configurations - Gain and then radiate technical best practices to keep teams and sub admins healthy • Can be sourced from larger Tool Admin Team - Should have two backups one from each; Business, Framework and Process • If Data connectors are in place - Either tools team admin has tier 2 skills and experience with those connectors or JA Admin has contact and escalation processes in place with appropriate connector admins

9. THE PLATFORM TEAM – FRAMEWORK AND PROCESS 9 The Body of Coaches and Practitioners that support, train, and evolve the Framework, Principles, and Practices aligned to deliver on the Enterprises highest Strategies. To include: • Guilds • Communities of Practice • Meet Ups • Retrospectives • Measurable Data to consistently seek the best Enterprise Predictable Rate

10. INTAKE & TRIAGE

11. INTAKE AND TRIAGE 11 As the user base is trained up and deployed on the platform the Governing Body will start to collect input from all levels of the Enterprise being modeled. All of these start off as questions that need to be handled. As skill and experience increases, oral tradition, checklists, and training will diminish the volume to a normalized throughput. These questions will come in through the three elements and are either answered by the Platform Team or moved to one of the three channels for resolution with Jira Align 1. Questions 2. Defects 3. Enhancements

12. INTAKE AND TRIAGE 12 User Base reports Questions, Issues, and Concerns (QICs) Team Level Admins and Practitioners attempt to resolve QICs not handled by Team level passed to Governing Body Representative Governing Body Reps triage and resolve or bring to Atlassian’s Jira Align rep Jira Align Rep helps Identify Questions, Defects, Enhancements QDEs aligned to Success, Support, or Product Status communicated from Atlassian’s Jira Align GB Escalates with Atlassian when SLAs exceeded Atlassian Communicates resolutions Governing Body Updates processes & docs Feedback cycles repeat Success For All

13. INTAKE AND TRIAGE – BUSINESS VALUES 13 Questions regarding why data is being represented properly, how reports are being calculated, Jira Align recommendations on: • Lean Portfolio Management • Value Engineering • Intake and Value Stream Mapping Also being reported are failures in current functionality All questions and reported incidents that cannot be resolved at the user/team level need to be reported to the Governing Body for Triage

14. INTAKE AND TRIAGE – BUSINESS VALUES KEY AREAS 14 ADMIN BUSINESS FRAMEWORK AND PROCESS Key Areas Needs Value/Concern Value/Concern Lean Portfolio Management Configurations based on evolution of processes Predictability and Visibility into Portfolio Epics Approvals and Lifecycle Guardrails and Growth Value Engineering Configurations based on evolution of processes Enhanced value tracking at the Portfolio for greater Pivot or Persevere decisioning Guardrails and Growth Intake and Value Stream Mapping Configurations based on evolution of processes True planning and traceability for Funding, Execution, and Capacity Guardrails and Growth Strategic Planning Configurations based on evolution of processes Clear Strategic Planning and Insight to Cost, Capacity, and Values Guardrails and Growth

15. INTAKE AND TRIAGE – TOOL ADMINISTRATION 15 Questions regarding users, security, roles and permissions, configuration, organizational management, integrations will come to the Admins; as well as: • Data loss • Performance • Loss of Access Also being reported are failures in current functionality All questions and reported incidents that cannot be resolved at the user/team level need to be reported to the Governing Body for Triage

16. INTAKE AND TRIAGE – TOOL ADMINISTRATION KEY AREAS 16 ADMIN BUSINESS FRAMEWORK AND PROCESS Key Areas Needs Value/Concern Value/Concern Connectors Tier 2 support Sense and respond Data integrity Progress against plan and best practices User Management Add and remove Import or manual Roles and Team assigning Cost effectiveness and adoption Organizational model and team configuration Roles and Permission Security and Data Access Module and Report Access Licensing costs Security regulations Process and practice alignment to users' roles and access Platform Configuration Alignment of org & data Portfolio – Team configurations Platform Terminology Data integrity Organizational alignment to Enterprise delivery Aligns and supports framework and process Accurately reflects operational and delivery streams and lexicon Organizational Model Security and Access Enterprise Model – BU>LOBs>Portfolios>Programs Regions, Cost Centers, Cities Products, Customers Enterprise alignment of Org>People>Work Regions>Products>Customers Accurate representation of Enterprise delivery as aligned to Mission Vision Values

17. INTAKE AND TRIAGE – FRAMEWORK AND PROCESS 17 Questions regarding functionality, reporting, access, team and organization configuration, and practice alignment; key elements of which are : • Planning • Retrospectives • Assessments Also being reported are failures in current functionality All questions and reported incidents that cannot be resolved at the user/team level need to be reported to the Governing Body for Triage

18. INTAKE AND TRIAGE – FRAMEWORK AND PROCESS 18 FRAMEWORK AND PROCESS BUSINESS ADMIN Key Areas Needs Value/Concern Value/Concern Strategic Execution Mission, Vision, Values Goals, Themes, Epics, Enterprise Alignment Budgets, Timeframes Platform Terminology Theme linking to Goal type Connectors Framework and Practice Taxonomy, Timeframes, Roles, Permissions, Users access, Organizational model, Training and Enablement, Reporting, Team Configuration Executive Stakeholder-ship Budget, Security, Regulatory Compliance, Visibility and Reporting Platform terminology, Roles and Permissions, Security, Organizational Hierarchy, Regions, User management Planning Ceremonies, Backlogs, Estimation, Roadmaps, Forecasting, Reporting Confidence, Predictability, Reporting, Budgets, Estimate, Actual Roles and Permissions, technical processes and practices, Connectors Team Execution Ceremonies, Boards, Reporting, Retrospectives, Assessments Enterprise Alignment Costs Connector, Roles and permissions, technical processes and practices Communities of Practice Retrospectives, Blogs, Forums, Assessments, Innovation Engagement, Value, Alignment, Innovation Connector, Roles and permissions, technical processes and practices

19. KEY TAKEAWAYS • Maintaining your investment for maximum value delivery • How to organize the Platform Team for best outcomes to support the investment in Jira Align • Where your Partner works for you and where Atlassian works for you

20. KEEP THE CONVERSATION GOING… • Connect: • Jesse Pearlman: https://www.linkedin.com/in/jessepearlman/ • Check out Cprime upcoming webinars, read our blog, download whitepapers/case studies & more: • www.cprime.com/resources • Share with us what topics you are interested in, ask us questions or give us feedback!: • learn@cprime.com • Follow us on Social Media, share in the conversation & keep updated on thought leadership, events & more.

21. QUESTIONS? WWW.CPRIME.COM | 877.753.2760 QUESTIONS?

22. QUESTIONS? WWW.CPRIME.COM | 877.753.2760 THANK YOU WWW.CPRIME.COM | 877.753.2760