Epics & Capabilities Preparation

• Download and fill out the Excel Template and the Epics & Capabilities Facilitators Presentation:

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• Verify the backlog is accurate with key leaders and stakeholders
• Schedule the Epics & Capabilities Workshop (Time / Attendees / Message / Location / Template Access)
• Confirm attendance one or two days prior to the workshop
• Confirm room setup

Epics & Capabilities Scheduling Communication

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Physical Room Setup

Seating Arrangement: A U-shaped Conference Table, or Circular room setup encourages open discussion and visibility

Visual Aids: have whiteboards, a flip chart, or a screen available for displaying the Epics & Capabilities template and backlog of items

Technology: ensure there is adequate internet access and that participants can access the Epics & Capabilities canvas/template.

Virtual Meeting Setup

Choose a reliable platform that supports collaboration tools like screen sharing and real-time editing. Microsoft Teams or Zoom will work fine, and Google Meet, Webex and other tools are also great choices.

Test the technology beforehand to avoid technical issues during the meeting.

If you use an online canvas like Miro, Mural, or Lucid Charts, make sure everyone has access to the board prior to the meeting.

Stakeholder Readiness

Stakeholders should have a basic understanding of the items in the backlog that need to be WSJF’ed – yes, we made WSJF into a verb. Having a sense of the relative Value, Urgency, Safer/Better opportunities and the effort to complete the work will enable them to score items effectively during the exercise.

They will not need to know dollar amounts or specific numbers. We’ll be using the Fibonacci sequence of numbers to provide relative estimations for each of the values we’ll score.