Prioritization in Strategic Planning
Prioritize work that is relevant for your portfolio using a centralized workspace in Strategic Planning. Review and determine the right work to invest in.
Before scheduling the roadmap for your portfolio plan, it’s helpful to first know the existing and upcoming workload. Having all the work items listed at one place helps you understand the overall work pipeline. The consolidated view enables smoother backlog grooming so that you easily review and decide which items must be prioritized.
Using the Prioritization tab in the workspace, you can review all the new and existing work for your portfolio plan, representing its backlog. To help you review the workload efficiently, Prioritization provides information for each work item such as the associated goal, planned costs, and planned benefits. Using these data points, you can stack-rank the items and decide which items are to be prioritized over the others.
- Prioritization tab
Planning items are listed in a grid format. You can stack-rank the items, group them by a desired attribute, and sort them based on their priority by using the drag functionality.
Alternatively, you can also use the Kanban or Hierarchy tab to review and manage your backlog.
- Kanban tab
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Planning items are displayed in a Kanban board. Portfolio managers can visualize and adjust items in vertical lanes and horizontal lanes. Using the Personalize settings, you can choose to modify the attributes by which you want to view your vertical lanes and the horizontal lanes. For example, you can view the records grouped by planning state and priority, by simply changing the values of the vertical lanes and horizontal lanes. You can also choose not to have any horizontal lane value, by selecting None from the drop-down list. The data displayed on the cards can be modified using the side panel. With this feature, you will be able to prioritize more effectively and view just the required details on the cards. Also, click the card to open a side panel with details, to edit the planning item details on the same page.
- Hierarchy tab
This tab displays how work in the current portfolio plan is aligned with respect to entities of other lenses. Using the lens switcher, you can change the perspective in which you view the alignment of the work. Using the timeline section of the view, prioritize work effectively by gaining visibility into the schedule and dependencies between the planning items.
To get started with managing your work pipeline in Strategic Planning, see Prioritizing portfolio plan work in Strategic Planning Workspace.