Jira Portfolio | Planning with Jira Portfolio

Quick Start to Using Jira Portfolio (Roadmaps) | Forecasting, Planning, Scoping, Plan Improvements & More

TTDV7543

Introductory

2 Days

Course Overview

Jira Portfolio (Roadmaps) is Agile road mapping for your business.  This fast-paced two-day workshop teaches students core skills required to leverage Portfolio / Roadmaps to create forecasts of their work. Throughout the course, students will gain hands-on experience with adjusting scope, teams, and releases. Participants will also learn how to safely test ‘what-if’ scenarios to improve their long-term planning effectiveness.

Working in a hands-on learning environment, led by our Planning with Advanced Roadmaps expert instructor, students will learn how to:

  • Configure Jira for Portfolio Management / Roadmaps support
  • Create a plan for initiatives and resources required to meet business goals
  • Use the following Tabs
  • Scope tab: manage issues and dependencies
  • Teams: manage HR
  • Release tab: manage release schedules
  • Use colors to track how the teams are staying focused on key initiatives
  • Use goal seek and what-if scenarios to consider changes to improve the plan performance

Course Objectives

This course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  

Working in a hands-on learning environment, led by our Planning with Advanced Roadmaps expert instructor, students will learn how to:

  • Configure Jira for Portfolio Management / Roadmaps support
  • Create a plan for initiatives and resources required to meet business goals
  • Use the following Tabs
  • Scope tab: manage issues and dependencies
  • Teams: manage HR
  • Release tab: manage release schedules
  • Use colors to track how the teams are staying focused on key initiatives
  • Use goal seek and what-if scenarios to consider changes to improve the plan performance

Need different skills or topics?  If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate.  We offer additional Jira, Agile, DevOps, container, and other related topics that may be blended with this course for a track that best suits your needs. 

Course Prerequisites

This course is geared for participants who would be responsible for setting up a Jira Software project. Typical roles might include Program managers, Project managers, Product owners, Product managers and Development team managers using Jira Software.

Take Before: Participants should have incoming experience aligned with the skills listed in the course(s) below, or should have attended these as a pre-requisite:

  • Introduction to Jira
  • Understanding Agile Development

Please see the Related Courses tab for specific Pre-Requisite courses, Related Courses that offer similar skills or topics, and next-step Learning Path recommendations

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most.

  • Configure Jira for Portfolio / Roadmaps
  • Create a plan that includes all the initiatives and resources required to meet business goals
  • Use the Scope tab to manipulate and manage issues and dependencies
  • Use the Teams tab to manage human resources and their allocation to tasks
  • Use the Release tab to manage release schedules
  • Use colors to track how the teams are staying focused on key initiatives
  • Use goal seek and what-if scenarios to experiment with adjustments to improve plan performance
  • Use views to show stakeholders plan progress and scenarios under consideration
  • Use the program level views to monitor multiple plans

Course Materials

Student Materials: Each participant will receive a Student Guide with course notes, code samples, software tutorials, step-by-step written lab instructions, diagrams and related reference materials and resource links. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

Hands-On Setup Made Simple! Our dedicated tech team will work with you to ensure our ‘easy-access’ cloud-based course environment is accessible, fully-tested and verified as ready to go well in advance of the course start date, ensuring a smooth start to class and effective learning experience for all participants. Please inquire for details and options.

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