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This is a high-level plan of action on establishing a complete work environment from scratch on Atlassian ecosystem of tools. |
1. Bringing everything into one place
Client - process driver; Consultant - support with setting up whiteboard
Time estimate - defined by client
The initial phase is all about establishing the ground. It is recommended to use Whiteboards app to bring together all available materials in a free form, e.g. upload documents/reports, embed competitor’s / partners / customers' website pages, etc.
Use stickers to represent thoughts, decisions and requirements. Align the ideation stickers on a high-level timeline, classify across swim lanes, and outline dependencies.
2. Defining Jira Parameters
Client and Consultant work together with the Whiteboard
Time for collaborative work - 1 to 4 hours, depending on complexity
Guiding Considerations
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Define custom issue types that can be universally applied and reused across multiple projects. Every issue type can have its designated screen with a defined set of fields. |
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Clearly defined user roles and responsibilities will determine who should have the ability to create, edit, or delete issues. Specific notification rules will be outlined to ensure that the right stakeholders are promptly informed about relevant events. |
3. Setting up Jira Instance according to the defined parameters
Set up by Consultant → Reviewed by Client → Feedback from Client → updates by Consultant.
Setup time may take from 2 hours (with out-of-box templates) to 24 hours (significant customization)
4. Transferring Work from Whiteboard to Projects Issues
Client does the transfer. Consultant supports and checks that the final result looks as expected.
Once the Jira projects are configured, stakeholders can convert all stickers into issues of the appropriate type and within the relevant project.
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| https://youtu.be/7Y3-bWw0jrQ?t=1034 |
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5. Setting up Confluence
More information on Requirements is needed.
Some sources for references / ideas for organizing are here
6. Documentation and Trainings
To be discussed and formats to be defined. Samples will be provided by Consultant.