Part 1: Aha! Roadmaps – Workspace Organization

• Hierarchy Concepts
  • Aha! records deep dive
    • How each record relates to each other
      • Define and build out 
        • Product platform vs. product line
        • Solution offerings
        • Product components
        • Enabling/disabling Epics
      • What to keep in mind around integrations
        • Jira
        • ADO
        • Salesforce
    • Where are user stories?
      • Requirements vs. Activities
    • How granular to get?
      • Get as granular as you need to get as a PdM to align strategy w/execution 
        • Aha! is not meant to replace your Software dev tool, it’s a complement
    • Hierarchy report 
      • Summarize & analyze relationships across goals, initiatives, releases, & features
  • Q and A for your hierarchy

Part 2: Strategy Configuration

• Goals and Objectives
  • Aha! best practices: Using OKRs
    • OKR Overview
    • Why did Aha! use this as the standard?
    • Use Goal for Objective, and Initiative for Key Result
    • What if my org doesn’t use OKRs?
• Visualizing your strategy
  • Using Strategy templates
    • Visualize your strategy with a roadmap
• Linking your work to strategy
  • Structure your workspace hierarchy
  • Capture goals and initiatives
  • Connect work to product strategy
    • Manual or automatic progress tracking
• Scorecards + Worksheets
  • Common scoring methods
  • Automated scorecard metrics (E+)
  • Custom worksheets (E+)x
• Reports to show organizational strategy
  • How to calculate from child goals
  • How to calculate from child initiatives
  • How to calculate from workspace initiatives
  • How to calculate from releases or features
  • How to calculate the progress of releases from features
  • How to calculate the progress of features from requirements, remaining estimates, or to-dos
• Supporting SAFe
  • Hierarchy, terminology, fields, and layouts
  • Define and build your strategy
  • Identify program epic, features, and requirements
  • Planing program increments and releases
  • Reporting
• Risks
  • RAG workflow statuses
  • Manage and resolve risks
  • Track risks and create a RAID lg
  • Risk reporting
• Reporting 
  • Report Module structure and folder creation
  • Good reporting hygiene 
    • Data and calculations
  • Using internal titles and API titles
  • Presentations
    • Presentation Themes
    • Edit and Publish
    • Security and Access

Part 3: Ideas Portals

• Implementing an ideas process into your production operations model
  • Work requests (Enterprise+)
• Private vs. public portals
• Discover trending ideas
  • Reporting and Charting
• Review and respond to ideas
  • Ideas Advanced (E+)
    • Automation (E+)
• Keep customers up to date
  • Public vs. private comments

Part 4: Capacity Planning (E+) 

• Individual
  • Mapping fields to Jira
  • Add estimates
    • Estimate best practices
• Team
  • Mapping fields to Jira
  • Add estimates
  • Industry best practices
    • How to estimate when starting a new team
    • How to estimate based on prior work done
    • How to forecast future work
• Reporting 
  • Visualize your team and individual capacity

Part 1: Configuration

• Hierarchy
  • Aha records deep dive
    • How each record relates to each other
      • Define and build out 
        • Product platform vs. product line
        • Solution offerings
        • Product components
        • Enabling/disabling Epics
    • What to keep in mind around integrations
      • Jira
      • ADO
      • Salesforce
• Workspace configuration
  • Workspace templates (E+)
  • Customization types and what they can and cannot do.
    • Workspaces
      • Enabling/disabling Epics
    • Teams
    • Statuses & Workflows
    • Workflow approval groups
    • Broadcasts
    • Scorecards
    • Automated scorecard metrics (E+)
    • Time frames
    • Tags
      • Best Practice 
    • Custom fields 
      • Internal names + API Key considerations
      • Worksheet Functions
      • Copies of fields for different applications
        • Affects reporting and Worksheets
    • Custom layouts
      • Ideas vs. Ideas portal layouts
    • Advanced custom layouts (E+)
    • Custom tables (E+)
      • Linking custom tables 
    • Custom Worksheets (E+)
    • Automations (E+)
      • Work Requests
• Automations (E+)
  • Common Use Cases
  • Limitations
• Ideas Advanced (E+)
  • Common Use Cases
  • Configuring your own CNAME portal
• Capacity Planning (E+)
  • Common Use Cases
  • Limitations
  • Team capacity report
  • Resolving a capacity conflict
• Integrations 
  • Setup & Configuration of common integrations
    • Jira
      • Best Practices: one to many / many-to-many linking, mapping to text fields, mapping Sprints -> Releases
    • Slack
      • Best Practices + keep in mind
    • Salesforce
      • Best Practices + keep in mind
    • Aha’s API
      • Best Practices + keep in mind
  • Audit logs and how to interpret them
  • Bulk import/export
    • Templates
    • Common issues and errors

Part 2: Data Management + Monitoring

• User Roles and Management
  • Custom roles (E+)
  • Bulk user management
• Security and Single sign-on
  • IP Address based access control (E+)
  • Integrating with Security webhooks (E+)
• Monitoring account activity (E+)Where does the data go when it’s deleted?
• How to recover data
• Record history
• Bulk changing records
• Reporting
  • Report Module structure and folder creation
  • Good reporting hygiene 
  • Using internal titles and API titles in fields
• Backing up your account (E+)

Part 3: Troubleshooting

• A workflow to follow when data is missing
• A workflow to follow when data is presenting incorrectly in a record
• A workflow to follow when data is presenting incorrectly or is missing in a report

Part 1: Welcome and Introductions

Summary: General logistics for the class

Topics covered:

1. Housekeeping
2. Course Objectives
3. Introductions
4. Instructor Bio
5. Agenda
6. Kanban Parking Lot

Part 2: The Case for Change

Summary: Gain an overall understanding of the basic principles, and benefits of Kanban along with how it differs from other development methodologies. Review similar methodologies practiced in organizations today. Show how it differs from Scrum as an example.

Topics Covered:

1. What is Lean
2. What is Agile
3. What is Kanban
4. Why Kanban
5. How Kanban differs from other methodologies
6. Difference from Scrum
7. Kanban Team and Roles

Objectives from Summary:

1. Benefits of Kanban
2. How Kanban differs from other Agile methodologies

Part 3: Kanban Overview and Concepts

Summary: Learn the foundation of Kanban concepts, properties, and terminology. Understand the philosophy behind the Kanban framework and how it originated.

Topics Covered:

1. Kanban's 5 Core Properties
2. Kanban Emergent Behaviors
3. General Concepts at High Level

Objectives from Summary:

1. Kanban Origins and Evolution
2. The Kanban Concepts, Principles, and Terminology
3. Understand the Kanban Core Principles

Part 4: Implementing Kanban

Sumamry: The best way to understand Kanban is to go through the process of implementing it. This section goes through the various techniques and ceremonies associated with Kanban.

Topics Covered:

1. Work Item Types
2. Card Walls
3. Workflow
4. Queues and Buffers
5. Cadences
6. Work-In-Progress
7. Bottlenecks
8. Issues and Blocked Items

Objectives from Summary:

1. Visualization of Work
2. How to Set Up a Card Wall
3. Setting Work-In-Process
4. Limiting Work-In-Process
5. Analyzing the Flow of Work
6. Learn to Build Visualization Methods like a Kanban Board
7. Understand Implementation Approaches
8. How to use Work Item Types
9. Setting Input and Output Limits

Part 5: Metrics and Reporting

Summary: Kanban needs to report slightly different metrics than traditional or Agile project management. Understand how metrics and reporting differs in Kanban.

Topics Covered:

1. Metrics Overview
2. Tracking Work-In-Process
3. Cumulative Flow Diagram
4. Lead Time
5. Trends
6. Throughput

Objectives from Summary:

1. Kanban Metrics and Management Reporting
2. How to use Metrics and Tracking Methods
3. How to Optimize the Flow of Work

Part 6: Scaling Kanban

Summary: Applying Kanban techniques to other types of efforts. How to track requirements, decouple work, and leverage the Minimal Marketable Release.

Topics Covered:

1. Scaling Kanban for Different Size Efforts
2. Minimal Marketable Release
3. Two-Tiered Card Walls
4. Swim Lanes

Objectives from Summary:

1. Understand Considerations for Scaling Kanban
2. Learn how Kanban is used by Software Development Teams
3. Using the Minimum Marketable Release to Break Work Down

Part 7: Improvements

Summary: Learn how to recognize opportunities for improvement in your Kanban system and what to do about them.

Topics Covered:

1. Three Types of Improvement Opportunities
2. Estimations
3. Class of Service
4. Service Level Agreements
5. Policies
6. Issue Management and Escalation Policies

Objectives from Summary:

1. Optimizing Your Kanban System
2. Practices to Improve Kanban Team Performance
3. Understand Service Level Ageements

Part 8: Kanban Change Initiative

Summary: Understand the cultural change components of Kanban. Understand the goals behind the Kanban approach to change.

Topics Covered:

1. Kaizen Culture
2. Kaizen Mindset
3. Agile Leadership
4. Servant Leader
5. Kotter's Model

Objectives from Summary:

1. Continuous Improvement Culture
2. Learn the Role of Continuous Improvement

Part 9: Summary

Summary: Summarize key takeaways.

Topics Covered:

1. Review Key Takeaways
2. Review Kanban Objectives Board
3. Survey Information

Exercises

Summary: In-class exercises help to reinforce the fundamental principles of Kanban and the techniques that will increase its effectiveness. With our exercises, you will learn ways to leverage Kanban and lead your project to success.

Topics Covered:

1. Review Kanban Emergent Behaviors
2. Building a Kanban Board
3. Documenting a Work Flow
4. Change a Workflow into a Kanban System
5. Kanban Simulation

Videos

1. Kanban Pronunciation
2. High Performing Tree
3. Building a Kanban Board
4. Six Sigma Career Day
5. Changing the World