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Initiative

Project

Epic

Story

Task

Subtask

Purpose

High-level goals set by leadership

Separate/group tasks by business unit or team

Shorter term goals; each epic contains several tasks

A way of phrasing a task to make it more audience-focused

Granular, actionable work item that must be produced to achieve a goal

Break down a task into smaller work efforts, such as by different team members/roles

Number in system

4-8

5-20

Several epics for each initiative

Several stories for each epic

Several tasks for each epic

A handful for each task

Time length

Usually completed within the year or sometimes longer

Not time bound; could remain open forever

Ideally 1-4 weeks; some may remain open longer

Week or less to complete

Week or less to complete

Same as a task or story, or shorter

Displays on roadmap?

Yes

No

Yes

No

No

No

Displays on Board?

No

No

No

Yes

Yes

No

High-Level: Epics and Initiatives

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  • Content as a Product

  • Digital Transformation

  • Member Retention

  • Resource Management & Capacity Planning

Process: Using Projects in Jira

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Themes are an organizational tool that allows you to label backlog items, epics, and initiatives to understand what work contributes to what organizational goals. Themes should inspire the creation of epics and initiatives but don’t have a ridgid 1-to-1 relationship with them. A theme for a rocket ship company would be something like “Safety First.”

A good use of themes could be to identify items from the department goals or strategic plan.

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