How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone just isn’t sufficient. There are financial and resource constraints to consider. We must also align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourselves crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of a practical, realistic, and flexible approach for bringing all the pieces together to satisfy your organization's planning needs.

SPM in Action - a client case study. A current Rego client (Eaton Engineering) will share their SPM journey, including why it was necessary, the technical challenges they faced and how they were addressed, the impact of organizational change, how Rego's expertise and technical assets supported the implementation, and the benefits they're now seeing with their new operating model.

Uncertainty in the economy and the marketplace requires diligent, focused efforts to align the work you plan to deliver with your organization’s strategy and desired business outcomes. Using advanced SPM capabilities in Clarity, we will guide you through interactive exercises to build a hierarchical strategic plan, connect a portfolio of work items to that plan, and begin to visualize the intended flow of value in your portfolio. (Session 1 of 2) Finite limits on people and funding for work items, competing priorities, and ever-present volatility make it challenging to ensure we are investing in the right work, while also demonstrating that we have the necessary resources to deliver results successfully. Building on Session 1, we will continue with interactive exercises to perform constraint-based prioritization and scenario planning, defining our optimal portfolio of work to achieve our business strategy. Then we will explore how we can effectively visualize KPIs and health metrics to measure our performance and identify opportunities for improvement. (Session 2 of 2)

Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights!

A Quick Reference Guide to assist in the use of the Roadmap Grid View.  Reviews functional use of the Grid View and exporting to CSV.

The Rego Roadmap Ranking provides the ability to rank Roadmap Items within individual Roadmap Scenarios. The function allows the user to define a hierarchical sequence to defined attributes to create a set of rules to generate an auto-ranking, by scenario. Large sets of ranking rules increase complexity and variability, so choose initial rules carefully. When the rank order is configured, a process is actioned that auto-ranks the Roadmap Items for the selected Roadmap Scenario. The Roadmap Ranking can be viewed through the Timeline, Board, or Grid View.

Do you want to understand the OOTB configuration and functionality of roadmap management?  In this class, we will review the OOTB objects, views, and functions of roadmap management.