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Adding a Backlog Goal/Objective on the Release Scheduling Page

Instructions on how to create a backlog goal/objective on the Release Scheduling page.

Overview

On the Release Scheduling page, you can create Backlog Goals/Objectives to:

  • Help keep the development efforts focused on the right business outcomes.

  • View any previously defined items using the Backlog Goals (or Objectives) tab under any project/release scope.

  • See scope-level objectives and view team-level objectives by selecting a team within the dropdown. 

  • Objectives can be defined in a top-down manner to help drive the features/stories that will be done.

SAFe uses the terms 'Objective' in place of 'Backlog Goal', and 'Program Increment' or 'PI' instead of Release. While the meanings are slightly different, the functionality on this page works the same regardless of which terminology set you are using.

Bottom-Up Objectives in the SAFe Framework

For those following the SAFe framework, objectives are defined bottom-up to first represent what each team has planned within a program increment (or release), and then a set of PI-level objectives are defined to represent the business goals of the entire scope of work across all teams for the PI (program increment). Stretch objectives are those that are not committed to by the team, but may be reached, so act as a sort of extra credit if achieved.

Business Owners review the set of objectives for a team and assign a relative Business Value (typically on a 1-10 scale) for each Objective. At the end of the period when the work has been completed, the Actual Business Value delivered for each objective is captured. 

Top-Down Objectives for Traditional Management

Objectives can be defined in a top-down manner to help drive the features/stories that will be done. You will see any previously defined objectives when viewing the Objectives tab. Add new objectives at the team level to define the business goals of the team during the release.

Adding a Release/PI Objective

  1. Navigate to the desired release/PI using the context navigator.

  2. Click the Backlog Goals (or Objectives) tab under the appropriate release/PI scope.

  3. Click the Add Backlog Goal Inline (or Add Objective) button.

  4. Enter a title. 

  5. Click Save.

SAFe guidance is to enter business value at the team level only.

Adding a Team Objective

  1. Click the Backlog Goals (or Objectives) tab under the appropriate release/PI scope.

  2. Select a team from the dropdown under the Team Backlog Goals (or Team Objectives) heading.

  3. Click the Add Backlog Goal Inline (or Add Objective) button.

  4. Enter a title.

  5. Enter the planned business value in the BV Plan field.

  6. Click Save.

Updating Actual Business Value

At the end of the selected scope period, update team-level business value to capture the amount of business value actually delivered on each team-level objective. 

  1. Click the Backlog Goals (or Objectives) tab under the appropriate release/PI scope.

  2. Select a team from the dropdown under the Team Backlog Goals (or Team Objectives) heading.

  3. If the BV Actuals column is not editable, double-click the row where the backlog goal is displayed to make it editable. 

  4. Enter the actual business value achieved for each objective. (Yes, this is  subjective measure.)

  5. Click Save. 

Program Predictability Report

The Program Predictability report shows the percentage of business value delivered for each team within each release (or PI). View the Program Predictability report right from the Release Scheduling page by clicking the reports_icon.png icon on the right.  See Program Predictability Report for additional details.