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Tip

Themes as Labels in JIRA, Initiatives as SMART Goals in Confluence document, Epics as Epics in JIRA

Roadmap as Roadmaps in JIRA and Confluence Document (Sample)

Themes

Themes are a way to understand the high-level direction of our organization. Also, it helps to focus on what’s the ultimate goal we are working towards. Our key themes for 2021 are

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  • We’ll keep these as Labels in Jira tickets.

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OKRs

OKRs/Initiatives are substantial and quantifiable deliverables for the quarter. The abstraction of initiatives should be enough for Leadership/Investors to have a glance at and understand what our goals for the quarter/month are.

  • Initiatives OKRs can be technical/non-technical but should ALWAYS map to one of the Themes mentioned above

  • We can have a standard format for an Initiative inspired by the SMART (Specific, Measurable, Attainable, Relevant, and Time-Oriented) Goal setting method

    • For example: [Adoption] Increase X% citizen adoption for property tax in UK by Z month

  • Initiatives OKRs will reside in the Confluence Roadmap Document

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  • [Adoption] Improve citizen-facing property tax UX

  • [Accessibility] Improve accessibility for blind users

  • [Adoption] Add property tax dashboard for ULB chief

  • [Enablement] Educate partners about adoption metrics and tracking

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So the Themes, Initiative, and Epics could look something like this:

Theme: Adoption

Initiative: [Adoption] Increase X% citizen adoption for property tax in UK by Z month

Epics:

  • [Adoption] Improve citizen-facing property tax UX

  • [Accessibility] Improve accessibility for blind users

  • [Adoption] Add property tax dashboard for ULB chief

  • [Enablement] Educate partners about adoption metrics and tracking

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Now we can pull up the Roadmap for individual modules easily using Jira Roadmap Feature. For instance

  • We want to have Roadmaps per Module (like PT, PGR, OBPS, etc). We can use JIRA’s filters and generate the required Jira Boards and Roadmaps accordingly

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