Webinar: https://www.cprime.com/resource/webinars/enterprise-agility-with-jira-align-part-3-executing-the-plan-and-pivoting-for-success/ As we start executing our plan, it’s time to start assessing the success of our initiative. Are we on track with the committed plan? Are we actualizing the plan that was put in place? Do we need to make adjustments? As work progresses we also need to identify and measure the delivery of product value to help steer the Product Roadmap and continually deliver real meaningful product value to the market. Download this webinar to explore insights and best practices on how to successfully execute, monitor and make the required adjustments to our plan using Jira Align. You will learn about: -How to define and track the work of teams as it relates to enterprise strategy -How to use real-time insights and OKR tracking to measure the success of your strategic planning -How to use the connectivity of work to measure outcomes and drive better value to your customers

1. ©2021 Cprime, Inc. All rights reserved and no copying without express written permission. WWW.CPRIME.COM | 877.753.2760

2. Enterprise Agility with Jira Align Part 3:
Executing the Plan and Pivoting for Success

3. HOUSEKEEPING ITEMS
Audio is streamed through
your computer speakers, so
make sure your audio is on
and turned up.
The recording and slides will
be sent to everyone via email
within 24-48 hours after the
webinar concludes.
Submit questions any time
during this presentation via
the Q&A box on the bottom
panel of your screen.

4. SPEAKERS
Jesse Pearlman
Enterprise Agilist
Jira Align SME
Cprime
Alan Furlong
Head of Business
Performance
Cprime

5. AGENDA
01
DEFINING AND TRACKING WORK FROM
STRATEGY TO TEAM
02
NEAR REAL-TIME DATA AND OKRS TO
MEASURE SUCCESS
03 THE CONNECTIVITY OF WORK
04 KEEP THE CONVERSATION GOING/Q&A

6. Defining and Tracking Work From
Strategy to Team

7. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN
In our first webinar in this series, we introduced how organizations can form and track their
strategies using Jira Align.
Key Modules in Jira Align
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room

8. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN
In our first webinar in this series, we introduced how organizations can form and track their
strategies using Jira Align.
Key Modules in Jira Align
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room

9. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN
In our first webinar in this series, we introduced how organizations can form and track their
strategies using Jira Align.
Key Modules in Jira Align
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room

10. REVIEWING WHERE STRATEGIES LIVE IN JIRA ALIGN
In our first webinar in this series, we introduced how organizations can form and track their
strategies using Jira Align.
Key Modules in Jira Align
• Strategic Backlog
• Work Tree
• OKR Tree
• Strategy Room

11. The Strategic
Roadmap is
radiated in Jira
Align and informs
the Programs as
to sequence of
strategies to
pursue over what
period.
THE STRATEGIC ROADMAP DRIVES PROGRAM ALIGNMENT
Epics by Theme Month by Quarter
Strategic Theme
Portfolio Epics
Yearly Horizon

12. HOW PORTFOLIO EPICS INFORM PROGRAMS
12
Program can review the
Portfolio Epics in their
backlog for the PI:
• Details
• Estimate
• WSJF/Priority
• Features
• Objectives
The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of
teams can now see them in their backlog allowing for the further refinement of the MVP being
delivered in each PI.

13. HOW PORTFOLIO EPICS INFORM PROGRAMS
13
Program can review the
Portfolio Epics in their
backlog for the PI:
• Details
• Estimate
• WSJF/Priority
• Features
• Objectives
The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of
teams can now see them in their backlog allowing for the further refinement of the MVP being
delivered in each PI.

14. HOW PORTFOLIO EPICS INFORM PROGRAMS
14
Program can review the
Portfolio Epics in their
backlog for the PI:
• Details
• Estimate
• WSJF/Priority
• Features
• Objectives
The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of
teams can now see them in their backlog allowing for the further refinement of the MVP being
delivered in each PI.

15. HOW PORTFOLIO EPICS INFORM PROGRAMS
15
Program can review the
Portfolio Epics in their
backlog for the PI:
• Details
• Estimate
• WSJF/Priority
• Features
• Objectives
The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of
teams can now see them in their backlog allowing for the further refinement of the MVP being
delivered in each PI.

16. HOW PORTFOLIO EPICS INFORM PROGRAMS
16
Program can review the
Portfolio Epics in their
backlog for the PI:
• Details
• Estimate
• WSJF/Priority
• Features
• Objectives
The Portfolio Epic Lifecycle is where Epics receive final approvals and Programs/Teams of
teams can now see them in their backlog allowing for the further refinement of the MVP being
delivered in each PI.

17. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK
17
When features enter the backlog, the programs can now further rank and refine them for delivery
in the Planning Increment.
The backlog allows for:
• Ranking & Refining
• Drag Drop & Rt
Click
• Orphan Objects
• Est & WSJF

18. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK
18
When features enter the backlog, the programs can now further rank and refine them for delivery
in the Planning Increment.
The backlog allows for:
• Ranking & Refining
• Drag Drop & Rt
Click
• Orphan Objects
• Est & WSJF

19. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK
19
When features enter the backlog, the programs can now further rank and refine them for delivery
in the Planning Increment.
The backlog allows for:
• Ranking & Refining
• Drag Drop & Rt
Click
• Orphan Objects
• Est & WSJF

20. THE PROGRAM BACKLOG – REFINING THE PLANNED WORK
20
When features enter the backlog, the programs can now further rank and refine them for delivery
in the Planning Increment.
The backlog allows for:
• Ranking & Refining
• Drag Drop & Rt
Click
• Orphan Objects
• Est & WSJF

21. FEATURE RECORD – REFINING THE PLANNED WORK
21
Feature records will
inform teams on:
• Details
• Estimate
• Target Sprints
• WSJF
• Product
• Stories
• Acceptance
Criteria
• Associated
• Risks
• Dependencies
• Objectives
When features enter the backlog, the programs can now further rank and refine them for delivery in
the Planning Increment.

22. FEATURE RECORD – REFINING THE PLANNED WORK
22
Feature records will
inform teams on:
• Details
• Estimate
• Target Sprints
• WSJF
• Product
• Stories
• Acceptance
Criteria
• Associated
• Risks
• Dependencies
• Objectives
When features enter the backlog, the programs can now further rank and refine them for delivery in
the Planning Increment.

23. BRINGING THE WORK TO THE TEAMS
Jira Align
Team Backlog and
sprint management
Project Planning,
Forecasting,
Dependency, Release
Management
EPMO/ Portfolio/ARTs
Teams
Jira
Data
Sync
• PM creates Features in Jira Align
• Integration with Jira pushes down work to
Train level project (Jira Epics)
• PO creates stories in Jira Align, assigns work to
team’s project
• Pushed down to Team Jira Project from
Jira Align
• Team members creates stories and tasks in
Jira
• Team members complete work in Jira
• Scrum Master or team members create sprints
• Scrum Master / team start and stop sprints on
Jira Boards
• Pulled up from Team Jira Project to Jira
Align

24. FULLY CONNECTED STRATEGY TO EXECUTION
Having defined the work from strategy we now need to track it, Jira is the repository of truth
for the teams and Jira Align for the Enterprise.
Here’s how Jira Align radiates the connectivity of teams work to their strategies.

25. FULLY CONNECTED STRATEGY TO EXECUTION
• Why Button

26. FULLY CONNECTED STRATEGY TO EXECUTION
• Program Room

27. FULLY CONNECTED STRATEGY TO EXECUTION
• Portfolio Room -
Execution

28. FULLY CONNECTED STRATEGY TO EXECUTION
• Portfolio Room -
Resources

29. FULLY CONNECTED STRATEGY TO EXECUTION
• Portfolio Room -
Spend

30. CONNECTED WORK LEADS TO MEASURABLE VALUE
• We’ve connected the work from the development
teams to its hierarchy of work and now it’s time to
look how the connected data drives results.

31. Near Real-Time Insights and OKRs to
Measure Success

32. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING
Near Real Time means that data is being driven from the connector to the team solution (Jira or
ADO) and means that your data is minutes old rather than days or, worst case, weeks.
Jira Align Dynamic
Reporting
• Roadmap
• Steering &
Responding

33. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING
Near Real Time means that data is being driven from the connector to the team solution (Jira or
ADO) and means that your data is minutes old rather than days or, worst case, weeks.
Jira Align Dynamic
Reporting

34. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING
Near Real Time means that data is being driven from the connector to the team solution (Jira or
ADO) and means that your data is minutes old rather than days or, worst case, weeks.
Jira Align Dynamic
Reporting

35. NEAR REAL TIME INSIGHTS – DYNAMIC REPORTING
Near Real Time means that data is being driven from the connector to the team solution (Jira or
ADO) and means that your data is minutes old rather than days or, worst case, weeks.
Jira Align Dynamic
Reporting

36. OBJECTIVES AND KEY RESULTS – OBJECTIVES IN JIRA ALIGN
Objectives and Key Results (OKRs) measure the values of the work being delivered and help
organizations steer the delivery of meaningful work.
Jira Align Objective
Record
• Program Board
• Managing &
Resolving

37. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE
Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align
supports creating robust value measures with it’s Objective Record.
Jira Align Objective
Record captures:
• Tier
• Program
• PI
• Owner
• Target Sprint
• Target Dates

38. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE
Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align
supports creating robust value measures with it’s Objective Record.
Jira Align Objective
Record captures:
• Status
• Health
• Blocked &
Reason
• Planned Value
• Delivered Value

39. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE
Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align
supports creating robust value measures with it’s Objective Record.
Jira Align Objective
Record captures:
• Related Work and
Dependencies
• Key Results
• View Trend

40. OBJECTIVES AND KEY RESULTS – RESPONDING TO VALUE
Objectives and Key Results (OKRs) measure the values of the work being delivered. Jira Align
supports creating robust value measures with it’s Objective Record.
Jira Align Objective
Record captures:
• Tier
• Program
• PI
• Owner
• Target Sprint
• Target Dates
• Status
• Health
• Blocked &
Reason
• Planned Value
• Delivered Value
• Related Work and
Dependencies
• Key Results
• View Trend

41. The Connectivity of Work Drives
Confident Decisions

42. JIRA INTEGRATION DATA RELATIONSHIPS
42
©2020 Cprime, Inc. All rights reserved and no copying without express written permission.
Legend
API Transfer
Automatically Set
Manually Set
Automatically Set
Manually Set
Epics
Fixed Version
Sprints
Stories
Bugs
Project/Boards
Users
Mission, Vision, Values
Strategies
Goals
Themes
Initiatives
[Capabilities]
Features
Release/PI
Release Vehicles
Sync Sprints
Programs
Stories
Defects
Teams
Users
Team Source
of Truth
Enterprise
Source of
Truth

43. THE CONNECTIVITY OF WORK DRIVES CONFIDENT DECISIONS
In our second webinar in this series, we leaned in on how enterprises require different data sets
for different decisions.
Jira is designed to drive Team Agile Learning and Improvement to support greater team
engagement, quality, and responsiveness.
Jira Align is designed to drive Program and higher:
• Clear Pivot or Persevere Decisions
• Lean Learnings
• Agile Process Improvements
…across the delivery spectrum to help evolve the agility of the Enterprise and ensure Strategic
Alignment of work.

44. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN
Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in
the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or
Persevere decisions.
• Roadmap
• Strategic to
Near Term

45. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN
Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in
the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or
Persevere decisions.
• Objectives Tree
• Value as delivered
from work

46. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN
Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in
the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or
Persevere decisions.
• Work Tree
• Work as it
progresses by
strategies

47. AGILE ENTERPRISE PIVOT OR PERSEVERE DECISIONS IN JIRA ALIGN
Jira Align is a significant expense for an Enterprise and the power of the purchase is returned in
the following reporting elements that allow for fast decisioning in near real time for Agile Pivot or
Persevere decisions.
• Invest vs Spend
• Roughly Right
Spend against
Strategies

48. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY
48
• Velocity for teams is
calculated after 5
Sprints have been
completed and is
projected into the
backlog of Jira Align
When work is planned to deliver value and the teams drive towards delivering that work; the
data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a
period and what cannot.

49. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY
49
When work is planned to deliver value and the teams drive towards delivering that work; the
data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a
period and what cannot.
• Velocity for Teams of
Teams is calculated
after 9 Sprints (2
program increments)
and is projected into
the backlog of Jira
Align

50. HOW JIRA ALIGN HELPS DRIVE PREDICTABILITY
50
When work is planned to deliver value and the teams drive towards delivering that work; the
data that Jira Align visualizes helps drive a clear understanding of what can be delivered in a
period and what cannot.
• The Column View
also shows how
loaded the plan is

51. LEARNING, MEASURING, DECIDING
51
Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere.
Jira Align supports all of these and we’ve seen many ways in which it does already, but here are
some more in case you missed our earlier webinars in this series.
• The Process Flow
Cycle Time Report
illuminates where
improvements can
be made, and
guardrails added
to your work
object lifecycles

52. LEARNING, MEASURING, DECIDING
52
Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere.
Jira Align supports all of these and we’ve seen many ways in which it does already, but here are
some more in case you missed our earlier webinars in this series.
• The Lean Metrics
from the Work in
Progress Report
provide clear
insight via the
Cumulative Flow
Diagram

53. LEARNING, MEASURING, DECIDING
53
Steering, Syncs, and Scrum of Scrums are all opportunities to learn and Pivot or Persevere.
Jira Align supports all of these and we’ve seen many ways in which it does already, but here are
some more in case you missed our earlier webinars in this series.
• The Program
Increment
Progress Report
allows clear
insight to how well
delivery is
progressing
against committed
outcomes

54. KEY TAKEAWAYS
• Understanding how Jira Align connects strategy to
execution
• How Jira Align supports every layer of planning value
through Objectives and Key Results
• How Jira Align provides near real-time insight to delivery of
work and value
• How Jira integrates with Jira Align and the best process
practice to support it
• Where Jira and Jira Align differ in reporting
• How Jira Align supports learning and clear, confident,
decisions

55. KEEP THE CONVERSATION GOING…
• Connect with our speakers on LinkedIn
• 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
©2020 Cprime, Inc. All rights reserved. Do not copy without express written permission.

56. FOLLOW US ON SOCIAL MEDIA
Share in the conversation & keep updated on
thought leadership, events & more!
on LinkedIn, Twitter, Facebook, & YouTube

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

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