Synopsis
"Program Epics are epics that are constrained to a single train. Because of their scope, impact and cost, they may be
introduced through the kanban systems and portfolio backlog, or they may arise locally, but they require analysis and
impact assessment—and some discussion with Program Portfolio Management—before implementation."
Details
A Program Epic Kanban system brings visibility, flow and work in process (WIP) limits to the Program Level Epics.
Having a separate Program Epic Kanban is optional. Instead, Program Epics may be managed by the Portfolio level.
Prepare
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Step
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Tool guidance
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1. Decide how often to meet
Decide whether to have separate meetings for architectural and business epics.
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See Meetings and Rational Team Concert.
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2. Decide how often to review each queue
Each queue has Epics in a given state. You may choose to have different meetings for reviewing
different queue states.
Agree on the maximum number of entries for each queue.
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3. Setup Kanban Board
The kanban board will be used to view and progress Epics from one queue to another.
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Click Plans > Create Plan > Program Backlog
Name the plan "Program Kanban". Assign the Program as the Owner and assign the
iteration to the Program/Agile Release Train.
Click Save.
View as defaults to Kanban View, where you can see Program Epics on the board.
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Conduct
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Step
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Tool guidance
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1. Review the Funnel queue
Epics that meet the decision criteria are promoted to the Review queue.
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Create a new Epic and it will appear in the Funnel queue.
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Click on
Add Work Item > Program Epic.
To promote, drag and drop to the next queue.
To invalidate, open the Epic (click on the number) and change the state to Reject.
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2. Review the Review queue
Size and estimate epics.
Epics at the top of the Review queue will move on to the Analysis queue if space is available.
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Open the Epic and assign WSJF values.
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Job Size
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User/Business Value
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Time Criticality
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RR/OE
To promote, drag and drop to the next queue.
To invalidate, open the Epic (click on the number) and change the state to Reject.
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3. Review the Analysis queue
Collaborate to analyze epics.
Epics that meet the go criteria are promoted to the Backlog queue.
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Assign an Epic owner:
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Open the Epic and assign an owner in the Owned by field.
Add a GO approval:
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Click on the Approvals tab
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Click on Add Approval
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Rename to "GO/No-GO Approval"
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Click on Add Approvers to add users to give a go/no-go recommendation.
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Save changes.
To promote, drag and drop to the next queue.
To invalidate, open the Epic and change the state to Reject.
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4. Review the Program Backlog
When there is sufficient capacity from one of the Agile teams, Epics may move on to the Implementation
queue.
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To promote, drag and drop to the next queue.
To invalidate, open the Epic and change the state to Reject.
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5. Review the Implementing queue
The Agile teams are responsible for the epics in this queue.
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To promote to Done, drag and drop to the next queue.
To invalidate, open the Epic and change the state to Reject.
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