The following are detailed instructions for visualizing SAFe in Structure.
Requirements
To do this, you will need:
- JIRA Software and Confluence
- Structure
- Structure.Pages
- Structure.Testy
Ready-to-use demo space: Live Demo
Setup
We assume that your JIRA is prepared for scaling. The most common configuration is to create separate projects for each level:
- Kanban project for Portfolio level, with the following Epic issue type and statuses: Funnel, Reviewing, Analyzing, Portfolio Backlog, Implementing and Done
- Kanban project for Solution level, with the following Issue types: Capability and Enabler
- Kanban project for Program level, with the following issue types: Feature and Enabler
Step-by-step guide
- Define your company Strategy in Confluence
Create a Space in Confluence for high-level documents and describe the Strategy of your company.
- Define Themes
Define Strategy more precisely by dividing it into several themes, each a sub-page of Strategy.
- Link Themes to Epics
Define Epics, or high-level tasks for implementing your theme. Link JIRA issues with their corresponding themes in Confluence.
- Add Capabilities
Since you have a separate project for Capabilities, divide your Epics into more precise Capability issues and put them into a Capability Board. Don't forget to link each Capability with a corresponding Epic! You can use standard JIRA issue link types, but it will be more convenient to create you own "implements"/ "is implemented by" link type.
- Add Features
Add details to any large Capabilities and divide them into Features. Don't forget to link each Feature to its corresponding Capability.
- Stories
Each Feature can be divided into more detailed Stories. Don't forget to link Features and Stories with an epic link.
- Sub-tasks
If you need more detailed tasks, divide Stories into Sub-tasks.
- Put it all together with Structure
Create an empty Structure and visualize everything in one place: http://recordit.co/lFYAzeBezV
- Find your Strategy page and add it to the Structure: http://recordit.co/0vt6mNYsqR
- Click the Automation button to enable automation. Then click the + icon next to the Automation button, and use the Extend generator to add the following rules:
- Add all child pages (extend | child pages): http://recordit.co/5l5fqPM4c3
- Add issues linked to pages
- Add Capabilities linked to Epics
- Add Features linked to Capabilities
- Add Stories linked to Features
- Add add Sub Tasks linked to Stories
- Take it to the next level!
Now that your structure is created, you can modify it to fit your needs:
- You can Group issues on a specific level. For example, group by Sprint on the Team level to track progresses.
- You can prioritize issues by sorting by WSJF.
- You can specify your Objective during PI planning in Notes.