Flow Methodology
Planview Flow Methodology is a step-by-step guide to optimizing value streams and achieving optimal flow in combination with Planview Viz® and Planview Hub.
By implementing this methodology, organizations can mitigate risks associated with strategic initiatives, accelerate time-to-value, reduce waste, enhance predictability, and boost overall efficiency.
How do I use Flow Methodology?
Agile Coach
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As an Agile Coach, your role is to guide your organization and teams in embracing and applying Agile principles and values. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Daily
Examine blocked work to uncover bottlenecks. Assess aging work to determine if it should be canceled, deprioritized, or if additional resources are required to expedite its completion.
See moreWeekly
Review blocked work dependent on external teams. Ensure cross-team collaboration and prioritization to address these dependencies.
See moreBi-Weekly
Review Flow Metrics, insights, and bottlenecks. Discuss whether you’d made the right tradeoffs as represented in Flow Distribution®.
See moreMonthly
Consistently set and review business results. Collaborate with leadership teams and managers to ensure a comprehensive understanding of the data and metrics.
See moreQuarterly
Prepare data before a planning period. What is the current capacity? What are realistic commitments?
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Engineering Manager
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As an Engineering Manager, your primary responsibility is to lead and guide the development and execution of engineering projects, ensuring alignment with the company's strategic objectives. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Daily
Refrain from introducing work that exceeds the Flow Velocity of the previous period. Collaborate with teams to prioritize the completion of aging work while accommodating new work requests and priority changes that arise.
See moreWeekly
Utilize the 85th Percentile metric to set realistic expectations with stakeholders about work completion timelines.
See moreBi-Weekly
Review Flow Metrics, Insights, bottlenecks and business results. Discuss whether you’d made the right tradeoffs as represented in Flow Distribution®.
See moreMonthly
Review your Portfolio Insights for overall value stream health and dive deeper into value streams experiencing issues.
See moreQuarterly
Review previous quarter’s metrics and Business Results. Harvest success stories, share them with your team, leadership and peers. Apply learnings more broadly.
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Executive
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As an Executive, you shoulder the immense responsibility of steering the course of your organization through strategic decision-making and visionary leadership. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Weekly
Check if any strategic investments or work is encountering delays. Verify that all scheduled milestones and deadlines are being met.
See moreMonthly
Analyze trends in Flow Metrics and proactively address potential bottlenecks.
See moreQuarterly
Assess and prioritize process improvements that warrant focused attention and resource allocation.
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Product Manager
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As a Product Manager, you play a pivotal role in the strategic oversight and commercial success of a product throughout its lifecycle. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Daily
Review aged stories, reevaluate priorities, and remove any impediments or blockers. Review work sitting in wait states and take necessary actions to push it forward.
See moreWeekly
Utilize the 85th Percentile metric to set realistic expectations with stakeholders about work completion timelines.
See moreBi-Weekly
Conduct a comprehensive review of Flow Metrics, insights, bottlenecks, and business results.
See moreMonthly
Support a cadence of consistently setting and reviewing Business Results. Consistently log and review the monthly business results for each value stream on a designated day, ensuring alignment with established targets.
See moreQuarterly
Prepare the necessary data before a planning period. This includes assessing the current team capacity and determining realistic commitments.
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Scrum Master
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As a Scrum Master, you play a vital role in facilitating and guiding the team's adherence to Agile principles and the Scrum framework. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Daily
Detect bottlenecks to determine where current work is either flowing smoothly or accumulating and experiencing delays.
See moreBi-Weekly
Review metrics, trends, insights, and business results. Identify areas of success and opportunities for improvement, using Neglected WIP insights and the bottleneck finder to see how it’s manifesting in the data.
See moreMonthly
Review the Flow Metrics dashboard. Ensure that the product goals are accurately reflected and aligned with the value stream business results.
See moreQuarterly
Select and prioritize work that will contribute to the desired business results and turn into an increment of value.
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Transformation Lead
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As a Transformation Lead, you play a pivotal role in spearheading and orchestrating large-scale organizational transformations, ensuring alignment with strategic goals and objectives. By adopting Flow Methodology practices you can:
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Recommended Practices
Use Flow Methodology practices to optimize flow as part of your current activities.
Weekly
Verify that ongoing experiments are being tracked and documented in a wiki or other place where there is transparency.
See moreMonthly
Determine whether Flow Metrics, bottlenecks, canceled work, and aging work are improving. If positive trends are observed, document learnings to share across teams (in a wiki or knowledge base).
See moreQuarterly
Determine the process improvements that will be funded and prioritized for the biggest measurable improvement to the desired Flow Metrics and/or Business Results.
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Featured Topics
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