Agile Release Planning
Agile Release Planning
Using Jira
Learning Objectives
Jira is an Agile project management tool designed to help teams manage all types of work. It
can plan, track, and manage all software development projects.
Projects
Issues
Workflow
Search
Dashboards
Agile Methodologies Supported by Jira
Jira can support any Agile methodology, be it Scrum, Kanban, or any mixed methodologies.
Jira was initially designed as a software testing tool purely for tracking bugs and issues.
Adopted by non-IT
organizations as a project
management tool after a
few years
Jira Hosting Options
Jira is available in two hosting options: cloud and self-managed in a data center.
Instructions
• Create a new JIRA account.
• Go to https://www.atlassian.com/software/jira
• Follow the instructions on the website to create the account.
• Verify your account via an emailed link.
Activity: Create your Scrum project
Instructions
• Login to your JIRA account.
• Create a site for your project.
• Personalize your experience.
• Invite your team members.
• Choose the template you want to create (Scrum / Kanban / Bug tracking etc.). Choose Scrum
template.
• Create a project and give an appropriate name.
• You will see the Sprint Board in the Active Sprints view, once the project is created.
Jira Use Cases and Features
Jira Use Cases
Jira can be used for all types of teams, from requirements and test case management to Agile
software development.
Software development
Product management
Task management
Bug tracking
Jira for Requirements and Test Case Management
Jira provides Scrum Boards, Kanban Boards, and a number of useful features for teams that
practice Agile methodologies.
Customizable
Project-level
workflows
permissions
Jira can be configured to fit any type of project. Teams can start with a project template or
create their own custom workflow.
Issue/Task
management Issue
customization
Project
Granular user
customization
permissions
Jira provides planning and roadmap tools that help teams manage stakeholders, budgets, and
feature requirements from Day One.
Release
planning Issue
management
Sprint
Feature
planning
flagging
Jira enables teams to build a roadmap that’s associated with each project and that can track
and share progress of the products.
Roadmap
progress Advanced
tracking roadmaps
Roadmap
Forecasts
sharing
Dependency Confluence
mapping integration
Jira for Task Management
Jira creates tasks and subtasks for team members to work on, complete with details, due
dates, and reminders.
Task change
Task linking/
log/history
relationships
Bugs are problems that stem from within the software that a team is building. Jira ensures that
bugs are automatically assigned and prioritized once they are captured.
Product/Issue
backlog Task/Bug
linking
Customizable
Project level
workflows
configuration
A Jira Scheme is a collection of configured values that can be used by one or more Jira projects.
Projects Project a
Issue Type Scheme What issue types can be used in a particular Jira project
Instructions
• Create the list of tasks on paper or using a text editor.
• Think through the different phases of the project.
• Identify what the team can do and what external resources they need.
• Categorize the tasks under various categories. For example,
• Database requirements
• Infrastructure needs
• Webapp
Jira Issues and Issue Types
Jira Issues
Issues are the building blocks of Jira. They distinguish different types of work in unique ways
and help to identify, categorize, and report on the team’s work across the Jira site.
Issue Hierarchy
Depending on the complexity of the projects, different issues can be nested together. This can
help teams work on individual tasks while team leaders track the team's bigger picture.
Parent issues
Standard issues
Child issues
Parent Issues
Parent issues or Epic issues represent high-level initiatives or bigger pieces of work in Jira.
Standard issues represent regular business tasks. In Jira, standard issues are where daily work is
discussed and carried out by team members.
Software team Tracking the effort required to reach the end project goal
Child issues or subtask issues are used, when needed, to help a team break a standard
issue into smaller chunks.
Software Tracking the effort required to reach Tracking the effort required to reach the
team the end project goal Sprint goal
Jira comes with five default issue types to suit the needs of projects and teams. They
can be customized to match any method of project management.
Bug Story
Issue Types
Epic
• Parent issue
• Groups together bugs, stories, and tasks to show the progress of a larger initiative
Bug
• Standard issue
• Represents a problem that impairs or prevents the functions of a product
Task
• Standard issue
• Represents work that needs to be done
Issue Types
Story
• Standard issue
• Represents the smallest unit of work that needs to be done
Sub-task
• Child issue
• Represents a piece of work that is required to complete a task
Issue Type Schemes
Issue Type Schemes make it easier for a team to select the right type when creating
issues in their project.
Issue type 0
Issue type n
Issue Type Schemes
Uses
Instructions:
• Link issues to the dependencies.
• Dependency can be an another task for the same project.
Story Points and Estimating Story Points
Story Points
A Story Point in Jira is an estimated measure of effort required to implement a User Story.
Estimation field
User story
Estimating Story Points
To estimate Story Points, stories are sized down and a point value is assigned to each story.
The team collectively brainstorms on the complexity of a story using “points”.
Points are given to each story taking into consideration a number of factors.
Time/Duration
Common Scales for Estimating Story Points
Start from the bottom and give the bottommost story 2 story
Step 3
points*
Note
Giving ‘2’ provides room to give “1” if a smaller story is discovered at a later stage.
Steps for Estimating Story Points
Look at the next story and decide how big it is as compared to the first
Step 4
one and assign points
Step 5 Continue until you have assigned a point for every story
Importance of Story Points
Instructions:
• Estimate the complexity and work involved for each story and add story points.
• Assume this metric for convenience.
Jira Velocity Chart shows the amount of value delivered in each Sprint. It helps to predict the
amount of work that a team can get done in future Sprints.
Jira Velocity Chart
A team’s Velocity is calculated from a Velocity Chart by taking the average of the total
completed estimates over the last several Sprints.
Forecast Actual
Example:
The team's velocity is (15+15+20) / 3 = 16.67.
This means that the team can be expected
to complete around 16.67 Story Points
worth of work in the next Sprint.
Jira Velocity Map
Forecast Actual
Note
The Velocity Chart becomes more accurate and reliable over time, as more data becomes
available and the team gets better at estimating issues.
Activity: Create a Velocity Chart - JIRA
Duration: 30 mins
Activity : Guidelines
Instructions:
• Click on Complete sprint in the Active sprints view at the end of the Sprint.
• Move the incomplete tasks to another Sprint or to the backlog.
• Go to Reports > Velocity Chart to see how many story points were committed to vs
completed in each Sprint.
Jira Roadmap
Jira Roadmap
A Jira Roadmap is a shared source of truth that outlines the vision, direction, and progress of a
product over time. They can help plan large groups of stories across different Sprints.
Types of Jira Roadmaps
Roadmaps come in different forms and serve a variety of audiences. The content of a
roadmap will depend on its audience.
Duration: 45 mins
Activity : Guidelines
Instructions:
• Capture each major feature/ aspect of the product as an Epic.
• Create Epics in the Backlog View.
• Attach an Epic to each story in the Backlog View
• Review the stats of stories and their statuses for each Epic.
• If Roadmap is not enabled, enable it with Active sprints > … > Board Settings > Roadmap
> Enable.
• Go to the Roadmap view to review the progress of different Epics along the timeline.
Jira Releases
Jira Releases
Jira Releases can be used to schedule how features are rolled out to customers, or as a
method to organize work that has been completed for the project.
Types of Jira Releases
There are two types of releases in Jira: project release and cross-project release.
Project Cross-project
release release
Instructions:
• Assume your team decided to release new features every 2 weeks, i.e. at the end of each
Sprint.
• For a good measure, you can set the release date to 2 days after the Sprint.
• If Sprints end on Mondays, there will be a release on Wednesday of that week.
• Create and schedule releases in the Release view.
• Add the release number to the fix versions of your stories.
Jira Backlogs
Jira Product Backlog
The Product Backlog contains all the items that are to be completed for the whole project.
Jira Sprint Backlog
The Sprint Backlog contains all the items that are to be completed during each Sprint.
Product and Sprint Backlog
Sprint backlog is a subset of the Product Backlog. The items needed for a particular
Sprint are selected from the Product Backlog and moved to the Sprint Backlog.
Everything to be Everything to be
1 2 3
done in a project done in a Sprint
Instructions
• Click the Create button to create an issue.
• Use Issue Type Story for each task.
• In general, the story creator is encouraged to include as much detail as possible in the
Description.
• For this exercise, leave the Description blank which can be filled later.
• Priority for each task can be set. The default is Medium.
• If the tasks have been categorized under different headings, those headings can be added as
Labels.
• Issues added will be listed in the Backlog view.
• Product Backlog is now ready.
Activity: Sprint & Sprint backlogs
Instructions
• In the Backlog view, click Create Sprint to create a new Sprint. (This is typically called Sprint
Planning.)
• Identify the set of tasks to be completed in this 2-week Sprint.
• A prioritized backlog helps. The ones at the top of the Backlog can then be moved into the
Sprint.
• While identifying the tasks to include in a Sprint, consider the skills of the team and ensure
everyone has something they can work on.
• When you’re done, click Start Sprint.
• You can rename your Sprint, set duration, start and end dates etc.
• Go to the Active Sprints view to review your Sprint Board.
• Since the stories are all new, they should all be in the TODO column.
• As work is started or completed for a task, change the status to In Progress or DONE by
dragging to the corresponding column or changing the status within each story.
Using Jira
Steps to Use Jira
Step 3.1 Navigate to the team's board in the project menu on the left
Step 3.2 Select more (•••) > Board settings in the top-right corner
Step 4.3 Search for a team member's email address, and select Add
Steps to Use Jira
Duration: 45 mins
Activity : Guidelines
Instructions:
• Assuming that each story goes through 4 stages :
TODO → In Progress → Testing → Done.
• Go to Active Sprints > … > Board Settings > Columns
• Add Status to introduce a status called Testing.
• Add Column to add a Testing column to the Sprint Board.
Key Takeaways
B. Configured values
C. Customer requirements
B. Configured values
C. Customer requirements
A. Schemes
B. Issues
C. Tasks
D. Stories
Knowledge
Check
Which of these are called the building blocks of Jira?
2
A. Schemes
B. Issues
C. Tasks
D. Stories
B. Tracking the effort required to build end goal in the team's software
B. Tracking the effort required to build end goal in the team's software
A. Epic
B. Bug
C. Sub-task
A. Epic
B. Bug
C. Sub-task
A. Time
B. Effort
C. Velocity
D. Throughput
Knowledge
Check
A Story Point measures the _________ required to implement a user story.
6
A. Time
B. Effort
C. Velocity
D. Throughput
A team’s Velocity is calculated by dividing the total number of completed estimates by the total number of Sprints
completed.
Case Study
About the Case Study Component