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Summary

The website content discusses the role of Themes in Agile planning as a means to align development work with organizational goals and strategic initiatives.

Abstract

The article delves into the concept of Themes as a critical component in Agile planning, emphasizing their function in tracking and achieving broader organizational objectives. It explains that Themes are the highest level of focus in Agile planning, encompassing related Epics, Features, User Stories, and Subtasks. By grouping similar activities, Themes facilitate the organization of work into strategic areas, ensuring that the development team's efforts are directly connected to product and business goals. The author highlights the importance of being adaptable in Agile planning, suggesting that Themes can aid in structuring work to be responsive to change and capable of pivoting to meet organizational needs. The article also provides visual diagrams to illustrate the relationship between Themes and other elements of Agile planning, and it concludes with a call to action for readers to explore more of the author's work, including two newly published books on related subjects.

Opinions

  • The author believes that Themes are essential for tracking organizational goals and should be used as a container for grouping related activities in Agile product or project delivery systems.
  • The author suggests that the purpose of a Theme is to define common characteristics between specific areas of work and group them under one heading, which can be facilitated by labeling in ticket systems like Jira or Azure DevOps.
  • The article conveys the opinion that Themes are the starting point of the Agile planning process and are crucial for breaking down work into manageable and valuable increments.
  • The author emphasizes the importance of adaptability in Agile planning, stressing the need for courage, openness, and willingness to change when necessary.
  • The author advises that while structuring work with Themes is beneficial, it is equally important to remain flexible and make quick changes if the current approach is not yielding the desired outcomes.
  • The author's view is that understanding the Agile Planning Work Structure is vital for its effectiveness, and this understanding should be developed in collaboration with various groups within an organization.

Themes for Agile Planning

How Themes can drive meaningful outcomes when Agile planning

As I have discussed in a previous blog about how Progressive Elaboration can effectively drive a successful requirement breakdown for Agile planning, see the Relationship between Features, Epics, User Stories and Sub-Tasks for more information.

You may have noticed I left out Themes. This blog will cover them in detail.

What is a Theme?

A Theme is the widest area of focus that can help an Agile team track organisational goals, it can also be used to group wider organisational goals to other similar activities.

Themes can be used as a big container that cover similar activities in an agile product or project delivery system. Alternatively, you could just simply add a label to different group Themes accordingly in your ticket system (such as Jira, or Azure DevOps).

No matter what you do, the purpose of a theme is to define the common characteristics between specific areas and group them under one heading.

A theme is the largest unit of work in agile planning — all related epics, features, stories, and tasks fall underneath this.

The Agile Planning Work Structure

There are five primary sections in Agile Planning: Themes, Epics, Features, User Stories, and Subtasks.

Diagram of the relationship between Themes, Epics, Features, User Stories and Subtasks.

How to use Themes in Agile Planning

Themes help you in Agile Planning by:

  • Connecting the development team’s work to product and business goals.
  • Defining strategic areas of focus for agile development work.
  • Organizing related bodies of work into broad categories.

Themes are the start of the process

At the top of the Agile planning structure are Themes, which are then broken down into Epics, then Features, User Stories, and finally Sub-tasks. Each item rolls up to the one above it.

How Themes add value and focus in Agile Planning.

As this diagram illustrates, each item in the agile planning work structure relate to each other as you break down the work.

From Themes, the strategic initiatives that describe the high-level direction that connects the development work to the overall goals.

The Epics that contain the large bodies of work describing main areas of functionality delivered across releases, and typically can be up to a quarter’s worth of work.

Then User Stories that contain smaller focuses that provide value to the customer that are written from a user’s perspective. These should not take longer than a sprint to complete.

Followed by the Subtasks, which is the breakdown of the technical work needed to be done by the development team to complete the user story or task.

Essence of Agile Planning

A key item to remember when agile planning, is in the essence of agile itself, being adaptable. Being adaptable is our ability to show how flexible we are, having the courage, openness and willingness to respond to change when the situation arises.

How Themes can help with Agile Planning

When you are progressively elaborating a new agile programme, project or product, Themes can help structure your work by breaking down the requirements accordingly.

Themes help you make sense of the work you need to do, the work you need to deliver, and the value you need to have to ensure successful outcomes. However, ensure you structure the work to fit the needs of your organisation, it is more important if something is not working, to react quickly to change it, being nimble enough to make changes and pivot to meet the needs of the work required.

Make the structure work for your organization. If something isn’t working, react quickly and make changes.

Agile Planning will only be as effective as the team’s understanding of the process. So, work out with the various groups within your organisation to make sense of it.

The Agile Planning Work Structure is an important component to help break down work and have value realised at every level.

Interested in more of my writing?

I have two new books that have just been published in 2022. To find out more, click below:

Agile Planning
Themes
Progressive Elaboration
Product Management
Effective Sprint Planning
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