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Executive Dashboarding Andy Carlson Rally Technical Account Manager Larry Maccherone Rally Product Owner
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SHARP: Riffin on Dashboards POV: Dashboarding is easy, teams need a jump start GAS: create templates for the different rolesand let them riff off of em Benefit: results in a consolidation of practices and lets people work with examples Key Point 1: What tools do we have to do this? #1 Dashboarding Basics -Sharing techniques -Copying from a share #2Panels and Apps as 1, - Walk them through the new framework #3 Duh Duh Duh… -custom grids!!!! -query language (larry) -RPM queries? Key Point 2: Start simple think about roles #1 how do standard reports help us… -What should we be watching, why…? --scoping across teams helps…- #2Organizers -Sample PO dashboard -Sample Scrummaster DB 3 – Exec Dashboard -Program level view -RPM, RPM! Key Point 3: Learn From Others Riff #1 Larry/Steve Stolt#Catherines RPM MVPs#Todd Olson POV: (see above) SAS: Take one custom panel from today, implement and share it Benefit: Giving teams and individuals something to riff of of is a starting point which will bring SHARP: Who here has created a dashboard panel in their own sub that theyd like to share? 10 dolla gift cert for each
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SHARP Riffin on Dashboarding.
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Hey Larry, what should we call this thing?
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RIFFin On Dashboards
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Chuck and Keith
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A Riff Wikipedia - In music, a riff is an ostinato; a repeated chord progression, pattern, or melody, often played by rhythmic instruments. The riff is the base of the musical composition. They are most common in rock music, funk, and jazz.
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In the music world… Most musicians find influence from other musicians from their past. Riffin is a common practice where musicians take a good idea from the past and make it their own
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So what?
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POV Dashboarding is easy, but lets face it we have full time jobs already, teams need a jumpstart to create awesome dashaboards
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Teams need jumpstarts Dashboarding is easy, right?
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ACTION (GENERAL) Team leaders should create dashboard templates for all roles
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Create a Dashboard for your team to Riff off of!
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Executive Dashboarding Who are your execs? Do they care? How can we make them care?
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BENEFIT Results in consolidation of practices, while giving teams freedom and flexibility to innovate
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Get On the Same Page Use shared dashboards to create a consistent language across your business If Execs arent engaged now, they will be when everyone is singing from the same sheet of music
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Create Consistent Visibility Create consistent visibility Link Execution to Strategy Consolidation of practice Consistency with Autonomy
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KP1 Use Rallys awesome tools to get started
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HOW?
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KP1 SP2 #2 Panels and Apps as 1 (walk through the basics)
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Changes as of last weekend! Panels and Apps as one!
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KP1 SP1 #1 Dashboard Basics (sharing/copying)
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Share Larry walk through
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Copy & Riff
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KP1 SP3 #3 The POWER of custom grids
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Custom Gridding (tips from Larry) Experiment with queries in WSAPI (((((___))))) query operators tags.name Lets make a custom grid!
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KP2 Starting simple means, start where you are
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ODMI Framework better Measurement better Insight better Decisions better Outcomes
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Initiative Kanban from Rally1
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Where do we start? Think roles… Think team level. Start small. Roll up!
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KP2 SP1 Std Reports Which and Why Scoping across teams
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Starting Small Which reports do we start with at a team level?
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KP2 SP2 Walk Thru Scrum Master Product Owner
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Team Level Metrics
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Burndowns and Velocity
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Detailed Info about the team at your fingertips…
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Global Project Hierarchy Intended to represent Team Structure Use planning projects to group programs Scope data across the programs to see aggregated data
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Throughput/Cycle Time
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Think Roles!
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KP3 SP1 Rally POs -Larry -Steve Stolt
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Steves Dashboard
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KP2 SP3 What do Execs look at? Walk through…
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The same concepts can be applied to Release level information…
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Portfolio Kanban to track Upstream Process (pre-dev)
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Portfolio Level Dashboards for Execs or the PMO
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KP3 Riff off the pros
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KP3 SP3 Todd Olsons dashboard
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Todds Dashboard
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KP3 SP2 Catherines RPM MVPs
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Catherines MVP RPM Panels #13 - How do I locate stories that are not connected to a Portfolio Item? #14 - 14. How do I remove completed portfolio items from view?
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User Stories Associated with a PI?
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Heres a treat!
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Larrys Bad Data Panel (((((KanbanState = "Accepted") OR (KanbanState = "In Test")) OR (KanbanState = "Walkthrough")) OR (KanbanState = "Merged")) AND (((FeatureToggleStatus = "") OR (ImpactonOps = "")) OR (Release = null)))
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POV Dashboarding is easy when we can work from examples
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Teams need jumpstarts Dashboarding is easy, right?
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ACTION (SPECIFIC) Take an example from today… steal/riff off of it and share it!
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Steal an example from today
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And riff…
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BENEFIT Create consolidation of practices, while encouraging innovation
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Make everyone happy!
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SHARP Dashboard Showdown!!!!
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Dashboard Showdown!? Whose got one? Whats in it for you?
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What questions do you have for me?
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