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Agile Team Delivery

Agile Team Delivery

The Agile Team Delivery capability’s enablers include Team Backlog Management, Team Execution, and Team Integration. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Processes and Reports

conceptual image_agile team delivery.jpg 

Agile team delivery empowers your team to execute plans according to their preferred methodologies and processes. Our customizable Kanban boards enable you to integrate other agile team tools into Planview AgilePlace, even if you have multiple versions of the same tool. Teams can work how they want while seeing all planned and pre-planned work.

           

Team Backlog Management Process Steps

Team Backlog Management provides agile teams with the structure within which to manage their team backlog, allowing them to visualize, prioritize and plan work activities that align to strategic priorities. 

           

Team Backlog Mgmt Process FLow.jpg

Team backlog management process flow

  

Process Step Description

Create stories

Break features down into discrete user stories for the team to work on.

Describe and categorize stories

Clearly define a goal for each user story that team members can work toward.

Estimate story sizes

Realistically assess the scope of the work that will be required to complete each user story.

Prioritize story backlog

Rank the stories in the backlog to determine which stories should be worked on first. Use metrics in Card Scoring to determine what work should be prioritized.

For more information:

Card Scoring

Schedule stories into appropriate timebox (e.g., sprint)

Spread story cards across the available timeboxes, such as sprints, to avoid overloading team members with work. Respect work in progress (WIP) limits.

                      

           

Team Execution Process Steps

Team Execution supports agile teams to deliver on their team plans; using Kanban boards that match their preferred work methodology and processes.

           

Team Execution Process Flow.jpg

Team execution process flow

           

Process Step Description

Assign stories to relevant team members

Spread story assignments across the available team members based on available team members' abilities, workloads, and schedules.

Deliver stories

Iterate on the work required to complete each user story.

Update card status

As work is accomplished on each user story, assigned team members can update cards by moving them toward review or completion.

           

           

Team Execution Reports

How are we able to view key metrics based on team execution?

Burndown Chart

Analytic Report

This burndown chart helps teams visualize progress on work that needs to be completed during a specific time period and gauge whether they’re on track to complete their planned work by the deadline. It also highlights how many cards or card sizes may be at risk of missing the deadline. This chart is helpful for team retrospectives to understand past performance and historical trends.

Flow Report

Analytic Report

This chart displays the relative amount of work in progress for each lane or section of a board over time. Variations in the width of the colored bands indicate how smoothly work is flowing, and serve as a visual indicator of potential bottlenecks or workflow constraints. Key takeaways at the top of the chart display the rate teams are adding, starting, and moving cards on the board during a specified date range.

Efficiency Report

Analytic Report

This report displays the amount of in-process work that was active or inactive over a given time period. You can select specific lanes to understand which areas of your board may be inefficient and determine where and how to implement lane WIP limits.

Planned Percent Complete

Analytic Report

This chart compares cards' planned finish dates to their actual finish dates to determine whether each item due on a particular date was finished early, on time, late, or remains unfinished. The ability to toggle between original and current planned finish dates to get a better understanding of how you are performing against your original plan is also supported.

Speed

Analytic Report

This report is used to calculate the amount of time work items take from the time they enter work in progress until they are complete. It consists of a bar chart that displays the number of cards completed in a time period, and a jitter plot that plots cycle time, or how many days it took to complete the work.

           

           

Team Integration Process Steps

Team Integration supports the connection of one or more agile team tools, as well as multiple federated instances of a given team tool, into Planview AgilePlace. This enables agile teams to visualize, plan, coordinate, and deliver their work together, no matter where their work is tracked or how it's managed.

           

Team Integration Process Flow.jpg

Team integration process flow

           

Process Step Description

Deliver work using connected agile tools

Teams use their preferred agile team tools to complete work/user stories, with status information visible in Planview AgilePlace. This is supported by Planview's agile integration capabilities which allow organizations to connect one or more agile team tools, as well as multiple federated instances of a given team tool, into Planview AgilePlace.

For more information:

Agile Integrations

           

           

AgilePlace (Connected) Process Steps

           

Process Flow_Agile Team Delivery Connected .jpg

Planview AgilePlace connected to Planview Portfolios

  

Process Step Description

Create AgilePlace board and make available for integration

After creating your board in AgilePlace using a template or a custom setup, set the board to be available for integration with supported Planview products so real-time information about work progress can sync between AgilePlace and Portfolios.

To create new work tasks in a project’s work breakdown structure (WBS) from new cards created on the AgilePlace board, define the card type and the lanes where this work will appear in Portfolios.

For more information:

Create project/epic in Portfolios and flag for sync to AgilePlace

When creating a work epic or project in Portfolios, initiate the link between Portfolios and AgilePlace to begin syncing work across platforms. You will also select the default AgilePlace board for the sync.

Set the appropriate tasks in the work breakdown structure (WBS) to sync to AgilePlace

In the Portfolios WBS, designate which tasks to sync to the AgilePlace board. Set the Sync with the AgilePlace flag to create the synced card in AgilePlace. Each task will sync to the defined default board but can be changed to a different board.

Here you can select the option to import AgilePlace child cards, which will automatically create synchronized tasks for child cards of the connected AgilePlace parent card. 

Card is created on assigned AgilePlace board

When tasks in the Portfolios WBS are synced to AgilePlace, cards are added to the default drop lane of the selected AgilePlace board. In AgilePlace, add card details and create parent-child connections to cards if needed.

User story created and marked to sync to Portfolios

Once you have synced Portfolios to AgilePlace, new cards created in AgilePlace can sync to projects in Portfolios. This creates a new task in the project’s WBS. 

New task created in WBS

When you create a new card in AgilePlace and set it to sync to an available Portfolios project in the Parent Card drop-down, the card creates a task in the assigned project’s WBS, complete with card details, start date, end date, and more.

Maintain plan; update milestone/activity status as work is completed 

Maintain the project plan by reviewing and updating milestones and activity status in the WBS.

Monitor project progress

In Portfolios, review progress using data synced from cards in AgilePlace. This information is used to monitor the project progress and can be viewed within the WBS, work portfolio column sets, and Power BI dashboards. This provides the ability to assess and make real-time decisions with all available information.

Parent/child connectors automatically updated

With synced tasks, you can change parent/child card relationships in AgilePlace and the connector will automatically update the parent/child task relationships in Portfolios.

Describe and categorize stories via users, start/finish dates, etc.

Clearly define goals for each user story that team members can work toward. Categorize card types to reflect the kind of work in process and set start and end dates to keep track of planned deadlines. Descriptions and categorizations on AgilePlace cards will update task information in Portfolios.

Prioritize backlog

Rank stories in the AgilePlace backlog to determine which stories should be worked on first. Use AgilePlace Card Scoring to prioritize work. 

Assign stories to appropriate timeboxes

Assign story cards to available timeboxes or sprints and set work in process (WIP) limits to avoid overloading team members with work. Once this is done, teams work toward their defined goals.

Time reporting

Users enter time via time reporting in Portfolios, or if Planview's Agile Costing solution has been enabled, the connector will automatically populate timesheet data into Portfolios using data derived from cards in AgilePlace.

           

           

Team Backlog Management Reports

How are we able to understand what is in the backlog and can be planned within WIP limits?

Work Portfolio – Work and Assignments – Schedule and Backlog Pivot Views

Planview Portfolios Tile

The Schedule and Backlog Pivot View in the Work and Assignments screen enables you to schedule action items from your backlog and build the project work plan.

The work schedule display outlines your project’s work breakdown structure and details action items in select projects.

The backlog display lists unassigned action items, which can be created in this display or in the Backlog Pivot View.

           

           

Team Execution Reports

How are we able to understand the backlog’s impact on our WIP and expected delivery?

FastTrack Power BI Showcase Dashboards – Work Action Items

Planview Portfolios Power BI Dashboard

This dashboard summarizes work action item information for projects and their assigned resources. You can drill down into data points for further analysis.

How are we able to view key metrics based on team execution?

Burndown Chart

Analytic Report

This burndown chart helps teams visualize progress on work that needs to be completed during a specific time period and gauge whether they’re on track to complete their planned work by the deadline. It also highlights how many cards or card sizes may be at risk of missing the deadline. This chart is helpful for team retrospectives to understand past performance and historical trends.

Flow Report

Analytic Report

This chart displays the relative amount of work in progress for each lane or section of a board over time. Variations in the width of the colored bands indicate how smoothly work is flowing, and serve as a visual indicator of potential bottlenecks or workflow constraints. Key takeaways at the top of the chart display the rate teams are adding, starting, and moving cards on the board during a specified date range.

Efficiency Report

Analytic Report

This report displays the amount of in-process work that was active or inactive over a given time period. You can select specific lanes to understand which areas of your board may be inefficient and determine where and how to implement lane WIP limits.

Planned Percent Complete

Analytic Report

This chart compares cards' planned finish dates to their actual finish dates to determine whether each item due on a particular date was finished early, on time, late, or remains unfinished. The ability to toggle between original and current planned finish dates to get a better understanding of how you are performing against your original plan is also supported.

Speed

Analytic Report

This report is used to calculate the amount of time work items take from the time they enter work in progress until they are complete. It consists of a bar chart that displays the number of cards completed in a time period, and a jitter plot that plots cycle time, or how many days it took to complete the work.

           

           

Team Integration Reports

How are we able to view the progress of agile teams' work in other execution tools?

FastTrack Power BI Showcase Dashboards – Work Action Items

Planview Portfolios Power BI Dashboard

This dashboard summarizes work action item information for projects and their assigned resources. You can drill down into data points for further analysis.

Work Portfolio – Work and Assignments – Schedule and Backlog Pivot View

Planview Portfolios Tile

The Schedule and Backlog Pivot View in the Work and Assignments screen enables you to schedule action items from your backlog and build the project work plan.

The work schedule display outlines your project’s work breakdown structure and details action items in select projects.

The backlog display lists unassigned action items, which can be created in this display or in the Backlog Pivot View.

           

Related Capabilities

Supported Solutions