How to Conduct a New Jira Project Team Interview

The best way to understand how a team operates and plans to use Jira is by interviewing the team lead.  Here’s how to conduct a good initial interview.

Interview Objectives

The application administrator should uncover and understand the following:

  • Is a new project needed or can an existing project be leveraged?
    • Example:  The Email Marketing Team wants to use Jira.  Can they use the existing Marketing Team’s project or do they need a separate project (special configuration) of their own?
  • What are the reporting requirements?  What data points are important to track?
  • Are new schemes or assets needed?  (Ex:  a new custom workflow, a custom field, etc.)
  • Who will maintain the project-level settings, serve as the primary contact for all project related questions, triage and monitor issues, and groom the backlog?

The requestor or team lead should:

  • Understand, at a high level, the type of problems Jira can solve
  • Receive answers to any “can Jira do X” questions
  • Provide an example of a common request and how the team completes work

Best Practices

   DO

  • Keep the conversation high-level.  This is an info collection meeting, not a Jira demo.
  • Listen more than you talk
  • Learn the team’s process for a typical initiative
  • Collect team reporting goals and specific data to track
  • Choose terminology wisely.  For example, a “project” is a collection of issues to a Jira administrator, but a “project” is something to work on to a team lead.

 DON’T

  • Demo Jira.  This is a fact finding session.  Concentrate on listening, not clicking around Jira or hosting a “show and tell.”
  • Lose focus or discuss low level topics.  This is not the time to ask:  What is your version number format?  What board column will status X map to?
  • Use industry or “Jira jargon” that’s unfamiliar to your audience
  • Discuss methodology.  Jira can support any or no methodology.
  • Click around the Jira application admin area.  This is confusing and extraneous info for non application admins.

Interview Questions

 Download the “Worksheet:  Jira New Project Interview” at:  jirastrategy.com/link/project-interview.

Next Steps

  1. Identify a team to onboard to Jira.
  2. Interview the team lead to see how Jira might help them track their work and automate manual tasks.
  3. Create a basic Jira project to get the team started.  The project can be enhanced or further customized as the need arises.
Rachel Wright

Author: Rachel Wright

Rachel Wright is an entrepreneur, Certified JIRA Administrator, and author of the JIRA Strategy Admin Workbook. She started using JIRA in 2011, became a JIRA administrator in 2013, and was certified in 2016. She is the owner and founder of Industry Templates, LLC, which helps companies grow, get organized, and develop their processes.

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