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Resumen de Jira Work Management
Guía de inicio rápido
Guía práctica para los equipos de marketing
Guía práctica para los equipos de ventas
Guía práctica para los equipos de operaciones
Jira Work Management y Jira Software
Project Management Frameworks

Project Management Frameworks in Jira Work Management

Effective project management involves coordinating various aspects such as processes, tools, and team members to ensure the successful execution of work. By implementing a project management framework, teams can map out the progression of individual project steps – from beginning to completion.

What are project management frameworks?

A project management framework lays out the procedures, tasks, resources, and tools necessary to guide a project. It’s composed of three parts: the project life cycle, the project control cycle, and tools & templates.

The project life cycle outlines how you will set up your project. Typically, it consists of five phases: initiation, planning, execution, monitoring, and closure.

  1. Initiation: Before planning and setting a timeline, a project needs to be defined at a high level. This involves determining the business case, goals and objectives, major deliverables, and success criteria.
  2. Planning: During the planning phase, a detailed plan is developed. Team members will usually answer questions about the project's goal, key performance indicators (KPIs), scope, budget, risks involved, team members' roles, and tasks required to meet milestones.
  3. Execution: This is when the team goes heads down and completes the project tasks they identified. As the team continues to work on their project to-dos, they also become engaged with the monitoring phase.
  4. Monitoring: During this phase, team members evaluate the project regularly to ensure that they meet task deadlines, avoid scope creep, stay within budget, and remain committed to the goal. This usually happens at the same time as the closure phase.
  5. Closure: To successfully complete the project, the team must finalize loose ends, which may include a post-mortem or retrospective to review successes and areas for improvement, presenting a final report to stakeholders, and retaining project documentation for future reference.

In the project control cycle, it’s important to actively monitor and manage the project. This involves managing and mitigating risks, tracking progress across teams and team members, and communicating project statuses with stakeholders. There are typically five stages in the project control cycle.

  • Stage 1: During the initial stage of a project, a plan is drafted that will serve as a guide for all teams involved. This plan should be carefully crafted in order to ensure that everyone is on the same page and knows what their role is throughout the project.
  • Stage 2: The next stage consists of keeping a close eye on the progress of the project across all team members involved. The aim of this stage is to ensure that everything runs smoothly and efficiently.
  • Stage 3: Team members assess the real progress made and compare it with the planned progress.
  • Stage 4: Team members should then evaluate if there have been any deviations from the initial plan and analyze their potential implications. It’s also critical to assess the impact of any changes made and ensure that they are aligned with the project objectives.
  • Stage 5: During the final stage of the project, there may need to be adjustments to ensure that everyone is on the right path.

Using tools and templates can help teams establish a solid foundation for implementing project management frameworks. These templates help to reduce the workload needed to prepare a project plan and documents. By using standardized outlines, content, and examples, team members can easily improve the efficiency and effectiveness of their projects.

Types of project management frameworks

There are a range of frameworks that can be utilized for various project types, team sizes, industries, and budgets. Below are examples of the most common project management frameworks:

  • Agile project management is an iterative approach to managing software development projects that focuses on continuous releases and incorporates customer feedback with every iteration.
  • Scrum is an agile project management framework that assists teams in organizing and managing their work using a set of values, principles, and practices. This framework is designed to be flexible and adaptable, allowing teams to respond quickly to changes in their environment.
  • Kanban is a great way to manage tasks and improve processes. It emphasizes real-time communication of capacity and full transparency of work. By representing work items visually on a board, team members can easily see the state of every piece of work at any time.
  • Lean is a methodology that focuses on continuous process improvement, efficient resource management, and effective work management. The ultimate objective of this framework is to enhance productivity and add value while minimizing waste.
  • Waterfall is a conventional sequential framework for planning and executing projects. Each phase ends before the next one begins, so there is no overlap between them.

Project management framework best practices

Effective communication is crucial for project success. When teams have clear and consistent channels, they can collaborate seamlessly, make better decisions, and achieve their goals more efficiently.

Having a repository for notes, documents, comments, and milestones can provide significant benefits during the review process and future projects. By using lessons from previous projects, changes can be made to the new framework to improve efficiency.

Pairing Atlassian tools such as Jira with Confluence allows teams to manage projects while collaborating on content. Jira makes it easy to plan, track, and manage your projects, while Confluence centralizes project-related documentation and resources.

¿Qué es Jira Work Management?

Jira Work Management is a project management tool that makes it easy for business teams to plan, collaborate, deliver, and report on work – all in one place. Built on the Jira platform, Jira Work Management connects business teams with software teams working in Jira Software, enabling cross-functional teams to plan, track, and deliver work together on a single platform.

From campaign launches to new employee onboarding, Jira Work Management helps business teams – from Marketing, Design, Operations, HR, and beyond – tackle any type of work with customizable workflows, forms for easy intake, flexible views like Lists, Calendars, Boards, Timelines, and more.

Benefits of Jira Work Management for project management

By using Jira Work Management for project management, teams can effortlessly manage their projects, no matter how complex. Here are some of the many ways Jira Work Management unlocks value for teams:

  1. It’s built for every use case. Jira Work Management gives business teams the power of Jira, wrapped in a friendly, intuitive interface, with easy-to-use templates, configurable workflows, and limitless automations.
  2. It unlocks visibility for strategic decision-making. Team leads easily get a clear view of what their team is working on with just a few clicks, from quick snapshot summaries to pre-configured reports.
  3. It bridges cross-functional teams. Jira Work Management connects with Jira Software to enable business and software teams to easily build shared roadmaps, cross-team workflows, dependencies, and more.
  4. It lets you do incredible work in context. Spend less time context-switching by working on Confluence pages directly within Jira Work Management, and use integrations like Slack, Figma, and more to bring all your most-used apps into one place.

Using Jira Work Management for project management frameworks

Jira Work Management simplifies the process of following your project management frameworks, making it effortless to stay on track.

  • Jira Work Management’s Board view can help you optimize your workflow by utilizing a Kanban board. This makes it easier to visualize the progress of tasks, establish priorities, and allow team members to provide updates and comments with greater autonomy.
  • Jira Work Management's Timeline view makes project planning with Gantt charts a breeze. It allows for easy task assignment, deadline management, and dependency linking.

Whether you need custom workflows, automations, or processes like approvals or intake, Jira Work Management is purpose-built to make your projects successful – no matter how small or complex.

Defining your project goals and objectives

When starting a project, it’s important to establish clear goals and objectives. Goals offer a broader perspective of what the project aims to accomplish and should align with the overall business objectives. Objectives are more precise statements that describe tangible deliverables that the project will produce. By setting both goals and objectives, you can ensure that your project remains focused and in line with broader priorities.

Jira Work Management integrates with other Atlassian tools to enable a connected workspace where you can tie goals and objectives to every project, and easily work on project content and documentation. You can link projects to goals in Atlas, and create a project plan in Confluence to define project details and objectives.

Confluence integrates with Jira Work Management to make it easy to work on project documents without having to switch tabs and leave Jira Work Management. You can also bring Jira Work Management project views into Confluence pages and easily share what your team is working on directly within a project document.

Modo de colaboración en la vista de Lista de Jira Work Management

Pages tab in Jira Work Management with Confluence integration

Creating a project structure

A well-organized project structure helps ensure that all participants understand their roles, responsibilities, and what they need to do. It serves as a guide for running a project smoothly. Without proper structure and organization, a project can quickly become chaotic and unmanageable.

To create a project structure in Jira Work Management, you can easily use one of the pre-made templates available in the template library. These templates are pre-configured for different types of work and team use cases – from Marketing, Design, Operations, HR, Sales, and more. If you need to make adjustments to fit your team’s needs, each template can be easily customized.

JWM templates

Templates in Jira Work Management

Developing a project timeline

A project timeline is an essential tool for teams to gain a complete understanding of the tasks and activities involved in a project. It offers a comprehensive overview of the entire project from start to finish, making it easy for you to identify when each task begins and its corresponding deadline. Additionally, it helps determine if any given task relies on another.

La vista de Cronograma de Jira Work Management proporciona un diagrama de Gantt que muestra el cronograma y las tareas implicadas, junto con las dependencias de las tareas. Esto ayuda a los equipos a entender fácilmente las próximas tareas, las planificaciones de proyectos y los cronogramas generales. Al tomar distancia, estos diagramas ofrecen una visión general del trabajo que hay que realizar, quién es responsable de cada tarea y cuándo debe completarse.

Cronograma de JWM

Vista de cronograma de Jira Work Management

Asignar tareas y responsabilidades

Asignar roles de proyecto es una forma eficaz de que todos los miembros del equipo sientan que son dueños de su trabajo. Al hacerse responsables de la calidad y la finalización oportuna de sus tareas, los miembros del equipo colaboran en el cumplimiento de los objetivos del proyecto. Esta responsabilidad también ayuda a los líderes de los equipos a identificar y solucionar cualquier dificultad que pueda surgir, como los retrasos o la falta de recursos.

En cada tarea de Jira Work Management, puedes asignar fácilmente un propietario de la tarea y establecer la prioridad, la fecha de inicio, la fecha de vencimiento y cualquier otra información personalizada que quieras incluir.

Vista de Tarea de JWM

Vista de Tarea de Jira Work Management

Supervisa y haz un seguimiento del progreso

La supervisión eficaz de los proyectos ayuda a que cada persona se dedique a lo suyo y a solucionar cualquier incidencia que pueda surgir; también permite a los gestores comunicarse con sus equipos al tiempo que vigilan los componentes esenciales, como los recursos, las tareas y los plazos.

La vista de Resumen de Jira Work Management ofrece una visión general de las actividades y las estadísticas del proyecto para facilitar la elaboración de informes. Puedes ver una instantánea general del progreso, la actividad, las prioridades, los tipos de trabajo y la carga de trabajo.

Vista de Resumen de JWM

Vista de Resumen de Jira Work Management

Comunícate y colabora con tu equipo

La comunicación colaborativa se hace sencilla cuando los miembros del equipo pueden colaborar en el contenido en tiempo real. El modo de edición colaborativa en tiempo real de Jira Work Management es una "experiencia multijugador" que sirve para realizar actualizaciones en contexto y en tiempo real. También permite a los miembros del equipo ver quién está en línea al mismo tiempo en las vistas de Tablero, Lista, Calendario y Cronograma.

Modo colaborativo de JWM

Modo colaborativo en tiempo real de Jira Work Management

Cuando un proyecto haya arrancado, mantén sincronizadas las tareas añadiendo comentarios y cambiando su estado. La biblioteca de automatizaciones de Jira simplifica el proceso de creación de automatizaciones para enviar actualizaciones por correo electrónico, Slack, Microsoft Teams o cualquier otra plataforma que el equipo considere oportuna.

¿Colaboras con equipos de desarrolladores? La función de fechas de publicación compartidas de Jira Work Management permite a tu equipo coordinar y sincronizar el trabajo añadiendo las fechas de publicación de Jira Software directamente en tus calendarios de Jira Work Management. Los proyectos empresariales y de software también se pueden conectar con Advanced Roadmaps para obtener visibilidad multidisciplinar y realizar la asignación de dependencias (disponible con los planes Premium y Enterprise de Jira Software).

Vista de Calendario

Fechas de publicación compartidas en la vista de Calendario

Revisa y analiza tu proyecto

Evaluar el progreso de un proyecto no solo ayuda a mejorarlo, sino que también ofrece a los miembros del equipo información importante sobre los logros y los desafíos.

La pestaña Informes de Jira Work Management ofrece un fácil acceso a una serie de informes que muestran estadísticas de personas, proyectos o versiones, o información sobre incidencias determinadas.

Informes de JWM

Pestaña Informes de Jira Work Management

Para crear y ver informes totalmente personalizados, puedes utilizar los paneles de Jira y crear un panel personal, así como añadir gadgets para supervisar las asignaciones y las incidencias en las que estás trabajando. Los paneles se han diseñados para mostrar gadgets que te ayuden a organizar tus proyectos, asignaciones y logros en diferentes gráficos.

Si tienes un plan Premium de Jira Work Management y quieres ver el trabajo de varios proyectos al mismo tiempo, la función de vista general es una forma estupenda de ver una vista agregada del resumen, el calendario y el cronograma del trabajo de varios proyectos.

Primeros pasos con Jira Work Management en tus proyectos

Al contar con un marco del proyecto bien definido, los equipos pueden mejorar la colaboración, aumentar la eficiencia y reducir los riesgos. Sin embargo, la gestión de proyectos complejos requiere las herramientas adecuadas, y ahí es donde Jira Work Management resulta útil.

Gracias a las flexibles vistas de proyectos de Jira Work Management, los flujos de trabajo y las automatizaciones personalizables, así como las funciones de elaboración de informes, crear una estructura de gestión de proyectos que cumpla con los requisitos específicos de tu equipo es pan comido.

Prueba Jira Work Management gratis (hasta 10 usuarios) o accede a Jira Work Management con tu plan de Jira Software. Ponte en marcha hoy mismo con una plantilla de Jira Work Management.