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Planview Customer Success Center

Executive

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The Executive's Guide to Flow Methodology

This comprehensive guide is designed to help you harness the power of Planview's Flow Methodology to take your organization to the next level. 

In the following sections and pages, you'll learn how to leverage Flow Methodology, in tandem with Planview Viz and Planview Hub, to maximize your impact and drive transformative change within your organization.

What is Flow Methodology?

Planview's Flow Methodology is a powerful set of practices designed to optimize value streams and achieve optimal flow. This comprehensive set of practices seamlessly integrates with your existing ways of working, eliminating the need to overhaul your entire framework. 

By adopting Flow Methodology practices, you can:

  • Make economic and data-based decisions on observed data rather than assumptions
  • Create a culture of continuous improvement and empowerment

Recommended Practices

Explore the table below to uncover recommended practices tailored to your role.

Cadence Practice
Weekly
  • Check if any high priority strategic investments or work is blocked or encountering delays. 
  • Verify that all scheduled milestones and deadlines are being met.
Monthly
  • Monitor trends in Flow Metrics and examine bottlenecks.
Quarterly
  • Assess and prioritize major process improvements that warrant focused attention and resource allocation.

 

Next Steps

To assist you in this journey, we have curated the next steps you should take to highlight the most relevant sections of our Flow Methodology.

Step 1 Step 2 Step 3 Step 4 Step 5

Visit the Understanding Value Stream Management page and gain a foundational knowledge on the principles and concepts behind value stream management.

 Learn how to assess the current state of your organization's Flow Maturity and identify areas for improvement.

Discover effective Flow Optimizations to resolve prevalent issues within your value stream.

As an Executive, you'll want to focus on these Flow Optimizations:

Explore Flow Techniques designed to enhance the efficient delivery of business value and optimize the achievement of desired outcomes.

As an Executive, you'll want to focus on these Flow Techniques:

Utilize pre-designed Flow Templates that provide guidance and support as you implement Planview's Flow Methodology within your organization.

As an Executive, you'll want to focus on these Flow Templates: