portfolio management in jira - karen branham and scottie brimmer

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As our company's use of JIRA increased, we sensed a need to track portfolio projects within JIRA. But we didn’t find any plugins that met our need, so we built our own process. Through a combination of custom issue types, fields, and workflows, our leaders and PMO can now see the entire portfolio of 60 projects.

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Page 1: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

#atlassian

Page 2: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• Your main title goes in the large blue

font.

• If you have a title that naturally splits

into a subtitle, use the smaller green

font for the subtitle. If not, delete the

subtitle

PHOTO

1. Place your photo at around the

same size as the example photo

2. (Keynote users:) Move your photo

onto the blue shape below Select both

photo and shape and then choose

“Mask with selected shape” from the

menu. Double click the photo to edit

the scale and crop position.

Karen Branham & Scottie Brimmer • Markel Corporation

Portfolio Management in JIRA

Page 3: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

Page 4: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer
Page 5: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer
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Page 7: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer
Page 8: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer
Page 9: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

Page 10: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Requirements

Capture data needed Budget, schedule, roles

Link to JIRA project where work is being done Issue, risk, task and time tracking

Data integrity Population of fields, date logic

Reporting Portfolio and metrics

Project Management GANTT charts, Phase dates

Page 11: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

Page 12: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 13: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 14: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 15: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 16: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 17: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 18: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 19: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 20: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Page 21: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Training and Rollout

• Training for PMs and Execs •  Training materials with screen shots •  Demos •  Site visits

• Rollout •  Conversion of existing data •  Validation •  LIVE (big bang)

Page 22: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• The browser size can vary a

bit, the idea is that it is always

centered and

runs off the bottom edge

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions &

bookmarks bar is hidden

Lessons Learned

• Words! •  Who’s on first?

• Training Materials •  Use real data not examples

• Create standard dashboards •  Prior to rollout

Page 23: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing REQUIREMENTS

SITUATION

Portfolio Management in JIRA

SOLUTION

RESULTS

Page 24: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

Quick!

Data

integrity

Matures with us

FREE!

Page 25: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

Questions?

Page 26: Portfolio Management in JIRA - Karen Branham and Scottie Brimmer

Thank you!

Karen Branham & Scottie Brimmer • Markel Corporation