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Planview Customer Success Center

Role-Based Guidance

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Viz for the Engineering Manager

           

What Engineering Managers are Saying about Viz

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"Viz is sufficient, on its own, to project work completion times."

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"It helps us identify and rectify problems very quickly."

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"Viz is the tool I've been looking for my entire career."

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"Viz prompts the right conversations with my team leads."

 

           

           

Excel as a Leader and Grow Professionally

Viz will help you measure and demonstrate your teams’ impact so you can excel as a leader and grow professionally.

Excel as a Leader by...

  • Improving delivery speed and quality

  • Removing impediments to productivity

  • Reducing voluntary talent attrition

  • Creating a culture of continuous improvement and empowerment

  • Building trust and encouraging transparency within the team

  • Safely experimenting in team structure and processes

  • Easily building the business case for investment in people and technology

Grow Professionally by...

  • Developing a business and outcome-oriented mindset 

  • Building credibility with leadership

  • Attracting and retaining top talent on your team

  • Sharing and illustrating good practices with peers

  • Strengthening your mentoring skills

  • Demonstrating problem-solving skills

           

           

Incorporate Viz into your Standard Cadence

Quarterly:

  • Review previous quarter’s metrics and Business Results. 
  • Harvest success stories, share them with your team, leadership and peers. Apply learnings more broadly. 
  • Communicate your priorities for the upcoming quarter and set Flow Metrics targets accordingly. 

Monthly:

  • Review your Portfolio Insights for overall value stream health and dive deeper into value streams experiencing issues.
  • For each value stream, log monthly business results (recommended on the same day of every month). Confirm you’re on track to meet targets.  
  • Monitor trends in Flow Metrics and examine bottlenecks. Evaluate the impact of your experiments on flow. 

In Retros:

  • Review Flow Metrics, Insights, bottlenecks and Business Results. 
  • Discuss whether you’d made the right tradeoffs as represented in Flow Distribution®. 
  • Choose improvements to target during the next increment.

In Team Lead 1x1s:

  • Come with targeted questions based on Flow Metrics to prompt richer conversations. 
  • Discuss new issues and mitigation options. 
  • Review progress towards goals.

           

           

Best Features for Engineering Managers

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Use the Flow Time Metric to Improve Predictability

Make more accurate commitments based on objective performance data.

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Use the Flow Velocity® Metric to Accelerate Throughput

Help the teams focus on one important thing at a time in order to accomplish more over time.

 

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Use the Flow Load® Metric to Prevent Overload and Improve Engagement

See when teams are becoming overloaded, overwhelmed and disengaged.

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Illustrate Tradeoffs with Flow Distribution®

Provide visibility into what is getting delivered and the resulting tradeoffs; get more intentional about it.

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Find your Bottlenecks

Identify constraints and quantify their toll on efficiency; experiment safely to relieve them.

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Track Business Results alongside Flow

Communicate targeted business goals and how you will work to achieve them.

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Focus your Attention with Portfolio Insights

Zoom out to see whether agility is improving. Who needs help? Where are dependencies slowing down delivery?

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Tag Metrics with Timeline Events

Implement the team’s improvement ideas and track their impact on Flow and business results.

 

           

 

Viz for the Scrum Master

           

What Scrum Masters are Saying about Viz

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"When you understand what the graphs and the data are saying, your problems start looking you right in the face and waving!"

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"So much meat and aha insights!"

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"This is a great tool to monitor where we are lagging and provide ideas for improvement for the team."

 

           

           

Excel as a Leader and Grow Professionally

Viz will help you measure and demonstrate your teams’ impact so you can excel as a leader and grow professionally.

Excel as a Leader by...

  • Enabling a high-performing empowered, self-managing, self-organizing team 

  • Encouraging continuous improvement by learning via experiments 

  • Increasing focus on the effort essential to improving business outcomes

  • Making economic and data-based decisions on observed data rather than assumptions

  • Creating a good working environment with engaged team members that are aligned with stakeholders on a common goal

Grow Professionally by...

  • Demonstrating leadership and problem-solving skills 

  • Developing a business and outcome-oriented mindset 

  • Growing your influence on decision-making with powerful Lean-Agile metrics and insights

           

           

Incorporate Viz into your Standard Cadence

During Sprint Planning:

  • Select the work to turn into an increment of value based on the desired business results. 

  • Identify bottlenecks to raise and tackle within the next sprint.

During Sprint Retrospective:

  • Review metrics, trends, insights and business results. When discussing things that went well and didn’t go so well, try to see how it’s manifesting in the data (Neglected WIP meter, bottlenecks). 

  • Leverage an empirical approach by creating improvement items in the backlog for the upcoming sprint. Tag them as debt.

  • Add timeline events to denote experiments and other meaningful changes and monitor their impact on value delivery.

  • Take a quick team happiness survey and log it as a happiness Business Result.

In a monthly 1:1 with the Product Owner:

  • Do a monthly review of the dashboard.

  • Make sure that the product goals are represented well in the value stream business results.

  • Update and review this month’s business results and discuss ways in which flow should be adjusted to achieve them.

  • Represent and order backlog items accordingly. 

  • Set Flow Distribution® targets for the next month.

  • Discuss the experiments you’re doing to improve outcomes.

           

           

Best Viz Features for Scrum Masters

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Use the Flow Time Metric to Improve Predictability 

Replace intuition with historical data and trends and make more accurate commitments.

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Improve Agility with the Flow Velocity® Metric

Help teams focus on faster value delivery and shorter feedback loops.

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Use the Flow Load® Metric to Monitor Team Health

Keep workloads under control and prevent cognitive overload with a proper pull mechanism. 

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Make All Work Visible with the Flow Distribution® Metric

Protect the long-term health of the team and the product through appropriate distribution.

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Prevent Distractions with the Bottleneck Finder

Remove efficiencies from your processes by tackling constraints.

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Track Business Results to Maximize Effectiveness

Focus on the positive impacts the team’s creating for customers (internal & external).

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Use Neglected WIP Insights to Course-Correct 

Identify when work is aging rapidly and severely.

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Optimize the Work Environment with Timeline Events

Create a culture of experimentation by tracking the impact of improvement efforts on metrics timelines.

 

           

 

Viz for the Agile Coach

           

What Agile Coaches are Saying about Viz

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"For the first time we are meeting our stakeholders to discuss what is important and how we can measure it."

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"This data provides a way to empower teams to be able to bring their impediments to light and leaders and management will be called on to help remove them."

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"For the first time we are being proactive, planning, visualizing and discussing."

 

           

           

Excel as a Leader and Grow Professionally

Viz will help you measure and demonstrate your teams’ impact so you can excel as a leader and grow professionally.

Excel as a Leader by...

  • Helping teams shine by demonstrating measurable improvements in business agility and impact 

  • Coaching to a common set of framework-agnostic metrics that maximize value regardless of tools, methodologies and maturity

  • Empowering teams to drive incremental change

  • Helping realize the fruits of agility at an enterprise level

  • Implementing a strategy guided by acknowledging the tradeoffs between speed, value, cost, quality and engagement

Grow Professionally by...

  • Gaining practical value stream management experience 

  • Honing your business and outcome-oriented approach for more effective interactions with leadership and becoming more successful in driving cultural change

  • Basing your coaching on data and quantify the impact of your coaching with data 

           

           

Incorporate Viz into your Standard Cadence

For Quarterly Planning:

  • Prepare data needed for a retro before a new planning period. What is current capacity, what are realistic commitments?

  • Reflect and discuss inputs to planning, for example bottlenecks, load, and distribution targets. 

  • Review previous quarter’s metrics and business results. 

  • Harvest success stories, share them with your team, leadership and peers. Apply learnings more broadly. 

  • Establish priorities for the upcoming quarter and set Flow Metrics targets accordingly.

Monthly:

  • Support a cadence of consistently setting and reviewing Business Results.

  • Meet with leadership teams or managers so ensure they understand the data and are ready to present it in operating reviews, like the portfolio sync or LACE meeting.

In Retros:

  • Review Flow Metrics, insights, bottlenecks and business results. 

  • Discuss whether you’d made the right tradeoffs as represented in Flow Distribution®. 

  • Choose improvements to target during the next increment. 

In Coaching Sessions:

  • Coach teams on analyzing and interpreting their Flow Metrics.

  • Come with targeted questions based to prompt richer conversations. 

  • Discuss new issues and mitigation options. 

  • Review progress towards goals.

           

           

Best Viz Features for Agile Coaches

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Set the Stage for a Successful Transformation

Use Flow Metrics to determine if flow is sufficient to support identified business outcomes and leverage data-driven insights to focus on necessary adjustments to achieve targets.

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Use the Flow Time and Flow Velocity® Metrics to Improve Agility

Measure the results of the Agile transformation in faster market response times and an increased rate of business value delivery.

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Optimize the Work Environment with Flow Efficiency®

Use data to give voice to valid complaints that are not heeded; Shape data-driven cases to relieve pain points and frustrations.

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Use Flow Distribution® to Balance Work Intake

Coach stakeholders on the importance of all four types of work. Help the business understand debt and risk. Mentor on the right distribution based on product maturity.

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Celebrate Wins with Timeline Events

Ensure success stories are visible on dashboards by decorating metrics; Share successes broadly to boost motivation and positivity.

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Keep Happiness and Engagement Front and Center as you Transform / Connect Technology & Business with Results Tracking

Mentor the team through their data and empower them to make decisions that can improve their daily work. Teach how to make joint and intentional tradeoffs when prioritizing one business result over another.

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Focus your Attention with Portfolio Insights

Look at portfolios and lines of business to leverage success stories and focus attention on those who need the most help.

 

 

           

 

Viz for the Product Manager/Owner

           

What Product Managers/Owners are Saying about Viz

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"I use the Flow Metrics in every retro and in our quarterly review session."

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"Viz helps me be more realistic and not overcommit. It's fueling great conversations about tradeoffs and priorities."

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"I love being able to see the correlation between our flow and business results."

 

           

           

Excel as a Leader and Grow Professionally

Viz will help you measure and demonstrate your teams’ impact so you can excel as a leader and grow professionally.

Excel as a Leader by...

  • Increasing focus on the effort essential to improving business outcomes

  • Making economic and data-based decisions on observed data rather than assumptions

  • Creating a positive working environment with engaged team members that are aligned with stakeholders on a common goal

  • Removing impediments to productivity

  • Safely experimenting in team structure and processes

  • Quickly building the business case for investment in people and technology

Grow Professionally by...

  • Exhibiting leadership and problem-solving skills

  • Developing a business and outcome-oriented mindset

  • Building credibility with leadership

           

           

Incorporate Viz into your Standard Cadence

For Quarterly Planning:

  • Prepare data needed for a retro before a new planning period. What is current capacity, what are realistic commitments?

  • Reflect and discuss inputs to planning, for example, bottlenecks, load, and distribution targets. 

  • Review previous quarter’s metrics and Business Results. 

  • Harvest success stories, share them with your team, leadership and peers. Apply learnings more broadly. 

  • Establish priorities for the upcoming quarter and set Flow Metrics targets accordingly. 

Monthly:

  • Support a cadence of consistently setting and reviewing Business Results

  • For each value stream, log monthly business results (recommended on the same day of every month). Confirm you’re on track to meet targets. 

  • Monitor trends in Flow Metrics and examine bottlenecks. Evaluate the impact of your experiments on flow.

In Retros:

  • Review Flow Metrics, insights, bottlenecks and business results. 

  • Discuss whether you’d made the right tradeoffs as represented in Flow Distribution®. 

  • Choose improvements to target during the next increment.

           

           

Best Viz Features for Product Managers/Owners

94644413.png

Improve Predictability with Flow Time

Understand your actual time-to-market to inform your delivery date commitments.

94644423.png

Balance Work Intake with Flow Load® 

Discover your team’s WIP thresholds and use that data to work with stakeholders to balance demand vs capacity.

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Use Flow Efficiency® to Unlock Capacity

Identify waste and help relieve bottlenecks to increase feature throughput (velocity). 

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Use Flow Velocity® to Enhance Value Delivery

Track velocity to confirm that value is being delivered faster in every increment. 

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Accelerate Time-to-Market with Flow Distribution®

Determine whether distribution is aligned with business priorities and make adjustments as needed to accelerate time-to-market.

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Track Business Outcomes and Flow Side-by-Side

Adjust priorities to ensure flow is sufficient to support desired outcomes and govern speed vs. risk.

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Optimize the Work Environment with Timeline Events

Create a culture of continuous learning and rapid feedback loops by annotating timelines.

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Focus your Attention with Portfolio Insights 

Use a group view to identify areas that need attention and use this data to proactively address them.