agile project intake process

the key to solving it is having a streamlined plan for intake at every level. this is a simple and scalable model for intake at multiple levels. first, new ideas are submitted to the product portfolio level intake team for consideration and prioritization by the product leadership team. portfolio refinement takes place between the product leadership and the program team normalizing the size and scope of new work into epics that fall within a single program’s capability to deliver. it is important to call out here that the design and content work is accomplished at this stage allowing the delivery teams to truly be focused on the development of the product rather than being caught up in the design decisions and approvals.




this is a key way in which you can ensure you are providing clean fuel for your teams in terms of work they can execute and deliver quickly. defects, bugs, and feedback items from these reviews and demos are submitted directly back to the teams that are involved. small enhancements to existing work items are submitted to the program level. finally, we come to legal, risk, regulatory, or compliance issues which are submitted to the product portfolio level for awareness, consideration, and prioritization. these types of issues are likely to come from the top in any case but having a built-in process helps avoid anti-patterns like leadership shoulder tapping teams and individuals in order to address such issues outside of normal channels, but in a mature organization, they refrain from doing that and simply pass those issues down the intake funnel as they would with any other new work.

we bring you good news, we are here to help with one of the most fundamental issues that plagues agile transformations. by the end of this series, our hope is to give you a simple framework which will guide you through the project intake assessment in a mixed portfolio model. in this second article, we will walk you through issues and challenges found in several organizational contexts and then present you with a “light-weight” intake assessment that you can introduce in your organization right away.

to begin with, we have witnessed that agile transformations in the following three states can exhibit unhealthy behavior for a project intake model. some of these may not be easy to assess this far upstream, but if there’s a way for you to keep these warnings near and dear to your heart while the project moves down the funnel, then there’s always a chance to make assessments and to mitigate risk later on. — well, here are some risks and their manifestations into issues we have observed in the scenario below due to forced agile adoption… if the organization recognizes and accepts that it is in a transitionary state, due to which multi-application project schedules are out of sync, it may decide to hedge its risks by deploying code to production in an “off-mode”. in our next article we will develop on this fitness assessment and introduce a framework for effective intake of agile projects.

an “intake process” refers to having a well-defined method by which work is picked up by technology. it is the bridge between the group of business often as organizations scale their agile practices they begin to struggle with intake. this is a simple and scalable model for intake at create the proposal – these are the steps that a project initiator takes to research a concept and complete an intake form. review the proposal, project intake process template, project intake process template, project intake process flow chart, project intake process presentation, project intake process best practices.

what is agile project intake? put simply, agile project intake is a multi-stage process for reviewing and evaluating organizational needs that convert into projects, beginning with request submission to initiation, prioritization, and approval phases. in our next article we will develop on this fitness assessment and introduce a framework for effective intake of agile projects. but first, we many project practitioners focus on execution and think their responsibilities start with the kickoff meeting. but before then, a good a team following the agile life cycle, which is based on scrum and is phased to support a project-based approach, may choose to intake work in a, safe intake process, design intake process, intake prioritization process, jira intake process.

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