Capasight

Portfolio planning

Articles

Build on your mastery of planning, estimation, team capacity, and resource allocation. Our product builders share the principles we've developed—often by discovering what doesn't work first.

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Portfolio Drift

The delivery hasn't slipped. The work has outgrown the plan

A due date three months out can stay green while the work beneath it already finishes later. The slip is real; it just lives between the plan and the backlog.

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Jira & Org Structure

Jira isn't broken. It's doing its job.

Jira tracks work one team at a time, by design. Whether a group of teams still fits the estimate its plan was built on is a different question, and it needs a different kind of check.

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Estimation

Two estimates who have never met

The early estimate and the work beneath it live in the same portfolio. What happens when nobody brings the two together?

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Capacity & Forecasting

A backlog isn't a plan

A backlog records what exists. A plan states what can happen, when, and with which teams. Treating them as the same thing hides work that no forecast accounts for.

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Estimation

Deriving the t-shirt size from story points tells you nothing

Automating an epic's t-shirt size from its rolled-up story points looks tidy. It makes the high-level estimate and the detail identical, so they can never disagree.

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Jira & Org Structure

Why are we still rebuilding the plan after the PI starts?

Once a PI starts, reviewing the ART plan often means rebuilding a spreadsheet first. Capasight brings the group’s work together so reviews can focus on decisions.

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