Portfolio Roadmap Module - Board/Kanban Format

Dragonboat is the complete platform for program and portfolio management - from strategic planning, resource allocation, to tracking and reporting. 

In Dragonboat Ideas are similar to Product Features, Projects, or Jira epics, while Initiatives are big ideas, Programs, or in SAFe EPICs. Think of Initiative as a way to group your Dragonboat Ideas. 

Getting started is easy, here are the 4 steps to create a strategic roadmap (aka portfolio kanban)

1. Define your strategic drivers/portfolio dimensions
2. Add Initiatives to plan for a longer horizon
3. Assess and prioritize Initiatives in various dimensions 
4. Visualize the Initiatives on the Timeline

Step 1 - Define your strategic drivers/portfolio dimensions

Think about the many product areas, goals, themes, timeframes, etc. that you consider as you plan your roadmap. These will be your strategic drivers, or portfolio dimensions, in Dragonboat. To update these fields to fit your team's needs navigate to:

1. Settings - Identify which fields you'd like to update. For a quick start, we recommend adding your Roadmaps and Timeframes.
   
   
2. Ideas Board - Decide which strategic driver you'd like to start with, and select in the "Group by" menu (and ensure you are displaying Initiative, instead of Idea). Select the add button on the board to start creating the dimensions in your portfolio kanban.
   
   

Step 2 - Add Initiatives to plan for a longer horizon

In the Ideas Board, select "Display Initiative" to add Initiatives. While brainstorming, align or group each Initiative to its related goals (and other strategic drivers) 

 

Step 3 - Assess and prioritize Initiatives in various dimensions 

Change the "Group by" option to view each set of strategic dimensions. Once you've aligned each Initiative to a dimension, drag and drop the Initiatives within the column to prioritize. 

Step 4 - Customize the display

a. Click on the 'Display preferences' settings to select values to display on the cards.

b. Once the selections have been made, click 'Apply'.

 

Note: When the Progress is set to display on the cards, they only show a % number when the associated epic or initiative is linked to Jira. Otherwise, if there is a % progress entered that was entered manually, the % will not show in the cards.

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