About this report
The Epic Balancing report is bubble chart that displays a non-financial strategic analysis of epics. Access the report via the Strategy Room (Enterprise > Strategy Room > Epic Balancing radio button on the Balancing card at the bottom of the page). The report is generated by selecting a target strategic snapshot from the drop-down menu at the top-left of the page. Each epic tied to the snapshot displays on the chart in the form of a bubble; the position, size, and color of the bubble is determined by the following data values:
- X Axis = effort
- Y Axis = strategic value
- Bubble color = strategic driver
- Bubble size = ability to execute
Be sure to view the legend on the right side of the page for a full explanation of bubble colors and sizes.
Hover over a bubble to see effort and alignment values for the epic, or double-click a bubble to open the Epic panel for editing/balancing the values.
- Strategic snapshots must be created and exist in the system.
- Epics must exist in the system and be tied to primary program; the following four parameters must be filled out for each epic via the Details panel: Strategic Value Score, Effort SWAG, Strategic Driver, and Ability to Execute.
How are report values calculated?
The Strategic Value Score, Effort SWAG, Strategic Driver, and Ability to Execute values are all pulled directly from each epic; entered on an epic's Details panel.
How to interpret this report
Look in the lower-right quadrant for large bubbles--these represent epics that are low effort with a high value and high ability to execute. Large bubbles in the upper-right quadrant also have a high value and high ability to execute, but will require a higher effort.