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‎Backlog Filter/Backlog Filter_Miro.rtb‎

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‎Group Launch/README.md‎

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# **Team Group Launch Framework**
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## **Introduction**
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A structured approach to launching effective team groups, ensuring alignment, clarity, and scalability for new members.
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---
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## **Value Proposition**
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Empowers teams to define their purpose, workflows, agreements, and rituals efficiently through guided facilitation.
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---
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### **Live Facilitation Best Practices**
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- **Session Duration**:
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- Avoid day-long sessions. Conduct one section (Context, Work, Agreement, Meetings) per business day.
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- **Timeboxes**:
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- Adhere strictly to section time limits. Capture unfinished work as actions.
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- **Finishing Early**:
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- Skip/low-priority activities if irrelevant to your team.
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- **Ownership**:
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- Facilitators own the *process*; participants own *content/outcomes*.
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- **Respect Fear**:
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- Acknowledge discomfort with autonomy. Involve leaders to set boundaries upfront.
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---
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### **Async Facilitation Principles**
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- **Fluency**:
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- Match async intensity to your team’s collaboration norms.
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- **Unboxed Time**:
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- Prevent over-investment in low-value work with clear constraints.
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- **Data Capture**:
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- Use surveys/existing data to accelerate activities.
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- **Document Constraints**:
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- Explicitly record pre-decided leader inputs.
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---
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### **Wrapping Up**
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- **Actions**: Track and complete decisions/actions surfaced during sessions.
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- **Group Memory**: Migrate outputs (**Context**, **Agreement**, **Work**, **Meetings**) to team knowledge tools.
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- **Reflection**: Revisit sections periodically as teams evolve.
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- **Onboarding**: Use outputs as new-member onboarding baseline.
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---
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## **1. Context**
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**Purpose**: Articulate the group’s role, environment, and dependencies.
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### *Async Preparation*
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- **Prepare**: Gather stakeholder/value stream maps, RAID logs, strategy docs.
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- **Briefing (15 mins)**: Explain activities; allow 1 week for async contributions.
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### *Live Facilitation (90 mins)*
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- Triage relationships
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- Clarify drivers, dependencies, and group uniqueness
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- Draft purpose statement
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### *Outcomes*: Aligned purpose, workflow, success measures, decision clarity, sync meetings.
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#### **Key Activities**
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- **Relationships**: Map internal/external customers/stakeholders. Prioritize high-need relationships (bottom of columns → actions).
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- **Work**: Capture:
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- *Strategic Intent* (org expectations)
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- *Unmet Needs* (customer dissatisfaction)
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- *Sources of Demand* (work origins).
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- **Dependency**:
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- Internal (top triangle), External (bottom triangle), Ambiguous (near "?").
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- Derive flow risks → assign actions.
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- **Edge**: Define:
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1. Group speciality
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2. Differentiation
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3. Focus area.
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- **Purpose**: Draft statement via team inputs → theme grouping → small-group refinement.
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---
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## **2. Work**
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**Purpose**: Combat process bloat by clarifying workflows, metrics, and delegations.
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### *Async Preparation*
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- **Prepare**: Value stream/customer journey maps, RAID logs, PMO policies, performance metrics.
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- **Briefing (15 mins)**: Async contributions in 1 week.
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### *Live Facilitation (120 mins)*
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- Define group workflow
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- Set success measures
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- Delegate authority
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### *Outcomes*: Shared workflow, success metrics, decision clarity.
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#### **Key Activities**
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- **Workflow**:
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1. Import "Sources of Demand" (Context).
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2. Categorize work: *Planned*, *Unplanned*, *Expedite*.
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3. Map stages per category (+ rework process notes).
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4. Test workflow with historic work example.
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5. Define leadership review rhythm.
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- **Measures**:
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- Clarify metrics for:
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a. Customer impact
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b. Team success
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c. Group performance.
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- Limit to 3–5 core metrics initially.
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- **Decision Design**:
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- Categorize recent decisions:
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*Executive*, *Leader*, *Team*, *Individual*.
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- Clarify role-specific decisions (e.g., leave approvals).
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---
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## **3. Agreement**
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**Purpose**: Foster collaboration via behavioral standards, structure, and improvement focus.
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### *Async Preparation*
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- **Prepare**: Company values, vision statements, HR policies.
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- **Briefing (15 mins)**: Async contributions in 1 week.
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### *Live Facilitation (120 mins)*
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- Define group culture
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- Align structure/resolve tensions
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- Create improvement backlog
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### *Outcomes*: Social contract, team structure clarity, tension actions, CI backlog.
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#### **Key Activities**
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- **Values & Behavior**: Capture inputs for:
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1. *Vibe* (desired work feel)
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2. *Growth* (growth behaviors)
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3. *Conflict* (disagreement resolution)
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4. *Support* (mutual expectations).
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- **Team Structure**:
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1. List all teams in group.
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2. Identify key handovers (info, work, approvals).
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3. Note critical external interfaces.
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4. Resolve tensions → actions.
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- **Group Development**: Plan for:
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- *Interactions* (team/org dynamics)
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- *People* (growth/care)
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- *Facilities* (tools/space)
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- *Process* (workflow management).
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---
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## **4. Meetings**
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**Purpose**: Optimize time via intentional meeting design.
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### *Async Preparation*
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- **Prepare**: Existing event docs, calendar exports.
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- **Briefing (15 mins)**: Async contributions in 1 week.
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### *Live Facilitation (45 mins)*
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- Define meeting cadence (annual → weekly)
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- Streamline/reduce events
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### *Outcomes*: Alignment on essential events; reduced meeting load.
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#### **Key Activity**
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- **Channels of Communication**:
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1. For new groups: Establish baseline events:
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- Demand prioritization
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- Cross-team planning
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- Value demonstration
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- Improvement
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- Dependency/risk management.
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2. For each cadence (annual → weekly):
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- List events
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- Define purpose/owner
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- Shift work async to shorten/eliminate meetings.
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> **Next Steps**:
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> - Customize "sample introduction scripts" for your context.
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> - Use timeboxes as guardrails during facilitation.
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> - Prioritize outcomes → actions → documentation.

group launch - agreement.pdf renamed to Group Launch/group launch - agreement.pdf

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group launch - context.pdf renamed to Group Launch/group launch - context.pdf

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group launch - meetings.pdf renamed to Group Launch/group launch - meetings.pdf

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group launch - work.pdf renamed to Group Launch/group launch - work.pdf

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‎Group Plan/README.md‎

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# **Group Planning Facilitation Guide**
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*Adaptive Short-Cycle Planning for Rapid Environments*
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---
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### **Introduction**
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Group Planning is a **flexible, rolling process** integrated into your team’s regular cadence—not a rigid quarterly event. It enables:
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- Simplified portfolio alignment
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- Early detection of capability gaps, risks, dependencies & capacity constraints
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- Agile adaptation to changing priorities
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- Leadership alignment with team realities
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> **Core Principle**: *Tailor the cycle to your context. Prioritize continuous planning over big-bang sessions.*
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---
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### **Signals That Indicate Need for Group Planning**
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Adopt this approach if your organization faces:
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- **Plan instability** post-quarter/PI due to:
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- Market shifts, priority changes, capacity issues
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- Unfinished work, hidden dependencies/constraints, misalignment
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- **Reactive escalations** where leadership discovers delivery blockers late
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---
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### **Value Proposition**
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- **Contextual clarity**: Teams synchronize plans *after* drafting, enabling deeper alignment.
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- **Proactive issue resolution**: Surface unresolved complications/dependencies needing leadership input.
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- **Adaptive cadence**: Leadership establishes principles & rhythms to respond to change faster.
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---
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### **Key Facilitation Guidelines**
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#### **Live Sessions**
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- **Duration**:
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- Initial session: ≤4 hours (covers all 5 sections).
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- Recurring sessions: Time reduces with practice.
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- **Phases**: Always include **Pre-Planning**, **Synchronization**, and **Post-Planning**.
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- **Timeboxes**: Enforce strictly. Park unfinished work as *actions*.
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- **Ownership**: Facilitator owns *process*; participants own *content/outcomes*.
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- **Psychological Safety**: Acknowledge discomfort with autonomy; invite leaders to set boundaries upfront.
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#### **Async Facilitation**
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- **Fluency**: Match async depth to team norms (avoid overloading meeting-centric teams).
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- **Focus**: Provide clear constraints to prevent over-investment in low-value tasks.
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- **Efficiency**: Pre-populate templates with existing data (e.g., backlogs, RAIDs).
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- **Transparency**: Document leader-decided constraints *before* team input.
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---
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### **Workshop Flow Overview**
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| **Phase** | **Key Activities** | **Tools** |
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|--------------------|-----------------------------------------------------------------------------------|----------------------------|
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| **Pre-Planning** | Socialize strategy, OKRs, RAIDs; Collect capacity/capability data | Team Planning Canvas |
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| **Planning** | Build team roadmaps; Prioritize backlog; Map dependencies | Team Planning Canvas |
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| **Synchronization**| Playback plans; Resolve complications; Assign actions; Align on monitoring | Group Planning Canvas |
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| **Post-Planning** | Update tools; Action complications; Start next cycle prep | Backlogs, RAIDs, Actions |
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---
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### **Phase Details**
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#### **1. Pre-Planning Phase**
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*Ensure teams start aligned.*
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**Socialize**:
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- Strategic roadmap (even if unchanged)
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- Relevant OKRs
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**Collect & Resolve**:
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- Capacity/capability constraints
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- RAIDs (Risks, Assumptions, Issues, Dependencies)
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- Unfinished work
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> **Async Tip**: Use Q&A channels; proactively confirm understanding.
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#### **2. Planning Phase**
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*Teams prepare draft plans.*
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**Develop** (using Team Planning Canvas):
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- Team roadmap ← Group roadmap/OKRs
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- Increment goals (e.g., next 4 weeks)
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- Prioritized backlog (initiatives, BAU, compliance)
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- Capacity plan (accounting for leave, events, skills gaps)
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- Mapped RAIDs (cross-team/portfolio)
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> **Async Tip**: Pre-share plans; clarify cross-portfolio dependencies async.
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#### **3. Synchronization Phase**
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*Align plans & resolve conflicts.*
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**Structure (Group Canvas)**:
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- **Plan Area**: Team plans (Now/Next/Later horizons)
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- **Complications**: Delivery blockers (team-prioritized)
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- **Actions**: Proposed/resolving steps
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- **Landscape**: Key stakeholders & dependencies
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**Process**:
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1. **Briefing** (15 min): Set expectations.
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2. **Playback** (≤15 min/team): Share plans + complications.
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3. **Sync** (≤20 min/team):
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- Q&A from leaders/teams
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- Agree on actions/mitigations (owner + deadline)
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- Define monitoring rhythm
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4. **Reflection** (≤30 min): Improve future cycles.
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#### **4. Post-Planning Phase**
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*Embed outcomes & sustain momentum.*
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- **Update systems**: Backlogs, portfolios, workflow tools.
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- **Action**: Resolve complications/dependencies.
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- **Prep next cycle**: Initiate next increment planning immediately.
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---
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### **Maximizing Value**
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- **Actions**: Track and close all session-generated actions *urgently*.
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- **Group Memory**: Transfer outputs (Plan, Complications, Actions, Landscape, Summary) to accessible knowledge tools.
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- **Reflection**: Revisit plans quarterly or after major team/environment changes.

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group plan - now roadmap.pdf renamed to Group Plan/group plan - now roadmap.pdf

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