Aligning work to organizational strategy is a fundamental requirement in today’s ever-changing marketplace.  High-performing organizations, however, are moving beyond basic connections to introduce strategic hierarchies that are tied at various levels to real measurements of business value via Objectives and Key Results (OKRs).  Join our Guides as they present key concepts, best practices, and the evolution of strategic alignment.

This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View.  Instructions are also provided on how to synchronize a Roadmap.

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

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.