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Inspect & Adapt Setup and User Guide

What is Inspect & Adapt, how to setup and what kind of matrix and reports are available at Kendis

Kendis Team avatar
Written by Kendis Team
Updated over a month ago

In this article, we will explain how to draw maximum value out of the Inspect and Adapt module by:

  • Setting up your I&A session

  • Using Program Performance Report

  • Using Program Delivery Report

  • Using Program Predictability Matrix

  • Using Program Performance Measurements

Follow this guide to master the setup, analyse the intuitive PI Delivery View, and utilise the detailed insights across all your program performance metrics.

Let’s have a section-by-section walkthrough of the Kendis Inspect & Adapt module:

Inspect & Adapt: Setup and Configuration

Preparation for the Inspect & Adapt session begins with establishing the scope, timeline, and data sources via the Settings configuration. To access the configuration options, click the Settings button in the top right corner of the dashboard. This opens the Inspect & Adapt Settings modal.

Setup Details

Setting

Description

Set Date and Time

Define the Event Date, Start Time, and End Time. The minimum allowed window of time for an I&A session is 45 minutes long.

Select Old Program Boards

Add multiple PI Boards to the session for comparative analysis by specifying the Program Board, Board Prefix (max 6 chars), and Color.

Global Unparented Work

Checking this box includes Unparented Stories & Bugs globally, including items residing in the buckets area of the board.

Performance Metrics

Select the metrics (e.g., Card Types) to filter Program Performance Measurement reports.

Save

Click Save before exiting to apply all configurations.

Home Dashboard: PI Delivery View

The Home tab provides a highly visual PI Delivery View, summarising commitment integrity, scope volatility, and execution capability across the Program Increment.

Original Commitment

These three dedicated boxes outline the initial scope. They quantify the initial scope commitment at the start, showing total counts for Planned Features (14), Planned Stories (23), and Planned Story Points (135).

Scope Changes During PI

This tabular chart tracks scope volatility during the execution cycle. Organized by Metric (Features, Stories, Story Points), it quantifies items Added, Removed, and the resulting Net change.

Final Total (After Scope Changes)

This set of three summary boxes shows the revised total scope achieved. It compares the initial commitment to the final resulting number (e.g., Final Features: 14 → 20).

Delivery Report

This is an essential dual-table visualisation for assessing delivery health.

Against Original Plan: Measures what was delivered from the Original Plan.

Against Final Scope: It measures what was delivered from the Final Scope after all additions and removals.

You can access more information about the PI Delivery Dashboard here.

Program Performance Report

This section of the I&A module documents and tracks the team performance against the Objectives.

The progress tracking is measured against any of the following five metrics which you can choose to filter your team’s objectives completion percentage at the current Board.

  1. Linked Items Status

  2. Children of Linked Items (Stories) – Status: This is the default option

  3. Children of Linked Items (Stories) – Estimate

  4. Team Stories – Status

  5. Team Stories – Estimate

You can access more information about tracking the Objectives completion here.

Program Delivery Report

This dashboard of the I&A module focuses on tracking, monitoring, and reporting the delivery status of the Program deliverables.

State summary

  • A unique graph to represent each of the following: Feature completion; story completion; and story point completion, against the status states: To Do, In Progress, and Done.

Scope Variations Introduced at the Board (after the Planning Stage)

  • Individually identifiable and trackable Feature/Story/Story Points Scope Changes introduced throughout the PI

  • A clickable, detailed breakdown of Feature Delivery Variations caused after the Planning stage

  • A clickable, detailed breakdown of Sprint Planning Variations (documenting the stories which changed their sprints) caused after the Planning stage

Individual Progress Chart for Each Team

  • A clickable detailed breakdown of each team’s progress in terms of its Feature completion. It provides progress data of each team’s all features, against the sprints and state of each.

  • You can also track each team’s progress in terms of its Stories, and Story Points completion against the same variables: sprints, states, and estimated story points.

Dependency Tracking

  • Provides a graphical ring chart and tabulated data for Dependencies (e.g., Total Dependencies, Resolved Dependencies).

Program Predicability Matrix

This section utilises the Kendis I&A algorithm to forecast future performance and track comparative variables across all selected boards.

Predictability Charts: Line charts track the current value against the predicted value for the next PI for various levels (e.g., PI Objectives, Cross Functional, or Team-specific goals).

Objective Completion: Measures each Objective’s percentage completion.

Using the purpose-built Kendis I&A algorithm, this section empowers the stakeholders to evaluate what Objectives are most contributive to the business value of the next PI.

Key Points

  • Each Objective’s percentage completion, as identified in the planning & tracking and objectives completion percentage guide, is measured across each selected Board
    (Actual BV) / (Planned BV) * 100

  • Program ART Objective percentage completion is measured by using average actual value and average planned value.

  • Kendis I&A algorithm predicts the percentage value for each Objective completion in the next PI

  • Each individual Objective is separately tracked against the Program Objective completion value, providing you razor-sharp focus into the individual relationship of each Objective to Program ART.

Program Performance Measurement

You get the summary of your Program Increment’s performance by evaluating the following performance factors against each selected Board:

  • Number of Features Planned

  • Number of Features Accepted

  • Number of Stories Planned

  • Number of Stories Accepted

  • Number of Dependencies Resolved

  • Number of Dependencies Raised

Kendis I&A algorithm also calculates the Predicted Value for the next PI against each of these performance factors.

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