Demand Management & PI Planning with runScrum A quick start guide

1

Navigate to Product Backlog

To fill your Product Backlog first open an ART and navigate to Product -> PI Backlog in the left sidebar.

2

Create new backlog item

Click on the Create Button in the top right corner to create your first item.

3

Add details

Give your item a meaningful name and select the type, status and the planned duration and start date (these information will be displayed in the Gantt Chart). You can also assign the item to a user or team (see Manage users and teams).

Now add a description and upload attachments, if you want. Once you’re done click the save button. You can change all the settings later.

4

Go back to Backlog

You should now see the item in the Product Backlog.

5

Open in quick- or details view

To view and edit items click on the title or the icons on the right side (Quick View & Detail View).

6

Edit details

Click on each field for editing. The changes will be automatically saved and updated.

7

Related stories and comments

You’ll see all related Stories (see Sprint Planning) and can also follow discussions on each item.

8

Start a new PI

To start a PI Planning go back the PI Backlog and click on Create PI. You can now change the name of the PI and set the time frame. Define a goal for the PI, so everyone in your team can focus on it. Once you’re done click the save button and you should see the PI above the backlog.

9

Fill PI Backlog

Drag & Drop all items you plan for the upcoming PI from backlog into the PI list.

10

Track status in Kanban Board

Done. You can now change and follow the status in the Product Kanban Board.

There are two ways to calculate the WSJF-Index for Product Backlog items:

1. Prioritize multiple items in a list
1

Navigate to WSJF Calculator

Open an ART and Navigate to Product -> PI Backlog. Now open the WSJF Calculation in the top navigation. You’re now seeing a list of all Product Backlog Items.

2

Pick refernce item

Before you start you should pick a reference item.

Since priorities are compared to each other, the WSJF-Index is calculated by Fibonacci numbers (as we know it from story points). So, you’re estimating the first reference item and compare each other item to it. The higher the number the higher the value.

To pick a reference just click on the star icon next to your chosen item. This item will now move to the top of the list, so you can see the values at any time while you’re estimating all other items.

3

Define First values

Pro-Tip: Start by estimating one value for each item. Then continue with the next value for each item and so on.

Start with the Business Value. Decide: Is the items value higher or lower than the reference value? Define the Business value for each item in the list.

4

Define all other values

Now continue with the Time Criticality and then the Risk Reduction.

If you want, you can leave one of the three fields empty. The WSJF Calculator will also work without it.

5

Calculated Cost of Delay

You should now see the calculated Cost of delay for each item. The higher the Index, the higher the cost of delay which means items with the highest index have the highest priority.

6

Define Job Size & calculate WSJF-Index

To see which items you should start with, you should now define the Job Sizes, too. This is to calculate the WSJF-Index, which tells you: When you start with the items with the highest WSJF-Index, you generate a high business value very fast!

7

Add dependencies

You can now also add the dependencies between items by selecting in the Dependencies column or do this later in the Gantt Chart.

2. Set the priority of each item in the Details View
1

Navigate to details view & open WSJF

To calculate the WSJF-Index for each item open the Details View of any Product Backlog item and click on the WSJF-Index. You should now see the WSJF Popup.

2

Estimate values

On the left side you can select the Fibonacci numbers for each value. In the middle you can see the estimated values of the reference item.

3

Compare values with other epics

On the right side you’ll see all items, which have the same estimation for a selected value to compare them. E.g. If you’ve selected 8 for Business value, you’ll see all items which are also estimated with 8 for Business Value.

4

Select other values to compare

You can also see the other Values (Time Criticality, Risk Reduction, Job Size) by selecting them via the dropdown.

5

Calculate Cost of Delay & WSJF-Index

Once you’ve estimated all values, you’ll see the calculated Cost of Delay and WSJF-Index.

In runScrum you can view a Gantt Chart from two different perspectives:

Program view

Open the runScrum App and navigate to Gantt Chart in the top navigation You’ll see all ART’s and regarding Product backlog items (collapse)

Product / ART view

Open an ART and navigate to Product -> Gantt Chart You’ll see all Product Backlog items within this ART

1

Select your preferred view

In the Gantt Chart you can set your preferred view by selecting the time period, time scale and scrollbars at the top.

2

Show & hide columns

Click on the arrow at the top left corner to select the columns to be shown.

3

Expand / collapse Gantt Chart

You can also expand and collapse the Item Columns to have the Gantt Chart in full-width view. Just click on the left-arrow to collapse the columns and the right-arrow to expand them.

4

Edit epics

By clicking on the Name of each item, you’ll be able to see and edit the details such as Start Date and duration.

5

Add dependencies

In the Gantt Chart you can now define dependencies between items by drag&drop the contact points.

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