1. Course Overview
- Purpose of the course
- Target audience and prerequisites
- Schedule and total duration
Lab 1 – Log in (5 min)
2. Introduction to Planning / Getting Started with Plans
- Purpose and benefits of using Plans
- Challenges of long-term planning
- Agile vs. Enterprise planning
- Big picture planning meetings (quarterly)
- Define strategic themes
- Review customer/internal feedback, market, and goals
- Roles and planning requirements
- Managers/Planners
- Executives/Stakeholders
- Jira Admins
- Scrum Masters/Dev Leads
- Key features of Plans (single source of truth, scenarios, forecasting, progress tracking, sharing)
Lab 2 – Getting Started with Plans (20–30 min)
3. Creating and Navigating Plans
- What is a Plan?
- Visualization of work
- Shared source of truth
- What goes into a Plan?
- Scope (boards, projects, filters)
- Releases (versions in Jira)
- Teams (velocity, capacity, iteration length)
- Creating a new plan (empty or with sample data)
- Navigating the Plan interface
- Main tabs: Timeline, Calendar, Program, Teams, Releases, Dependencies
- Work item creation and ranking
- Accepting and committing changes
- Filters, saved views, sharing
- Plan settings (estimation units, dates, permissions, scenarios)
Lab 3 – Creating and Touring a Plan (25–30 min)
4. Working with Teams
- Definition of a team in Plans
- Why plan at the team level?
- Configuring teams (Scrum or Kanban)
- Velocity, capacity, iteration length
- Atlassian teams vs. Plan-only teams
- Managing global teams across Plans
Lab 4 – Working with Teams (15 min)
5. Using the Auto-Scheduler / Working with the Schedule
- How the Auto-scheduler works
- Executing and reviewing schedules
- Overwriting work item values
- Factors that affect scheduling
- Dependencies, estimation methods, sprint assignments, ranking, team capacity
- Adjusting plans manually after scheduling
- Saving or discarding changes
Lab 5 – Working with the Schedule (25–30 min)
6. Working with Dependencies
- Defining dependencies
- Blocks vs. is blocked by
- Required vs. dependent issues
- Multi-issue dependencies
- Creating dependencies in Jira vs. directly in Plans
- Visualizing dependencies (badges, lines, indicators)
Lab 6 – Managing Dependencies (30–45 min)
7. Releases and Scenarios
- Understanding Releases in Plans
- Planning with fixed vs. flexible dates
- Creating multiple scenarios (what-if analysis)
- Comparing and sharing scenarios
Lab 7 – Releases and Scenarios (45–60 min)
8. Sharing and Exporting Plans / Customizing Views
- Sharing Plans with stakeholders (read-only mode)
- Export options (reports, presentations)
- Customizing views
- Colors, filters, fields, saved views
- Tailoring views for specific audiences