Value-Driven Agile Planning Toolkit: RBO, JTBD, QVR & QBR with Notion + AI By: AGIL3 Enterprise Coaching & Value Stream Solutions, LLC

Value-Driven Agile Planning Toolkit: RBO, JTBD, QVR & QBR with Notion + AI
By: AGIL3 Enterprise Coaching & Value Stream Solutions, LLC

Deliver outcomes, not just outputs.

This complete Agile strategy and planning toolkit is designed for product teams, Scrum practitioners, enterprise coaches, and public/nonprofit innovators who want to align value, flow, and feedback into every delivery cycle. Built using Notion, AI-ready templates, and field-tested frameworks, this package equips you with tools to define what matters, uncover real user needs, release the Quickest Valuable Results, and govern with clarity.

Whether you’re working in a startup, government agency, or global nonprofit, this kit gives you an agile system for turning insight into impact—fast.

✅ What You Get

• Notion-based templates for Agile teams, roles, metrics, backlogs, and dashboards
• Full template suites for:
  • Requirements by Objectives (RBO)
  • Jobs To Be Done (JTBD)
  • Quickest Valuable Release (QVR)
  • Quarterly Business Review (QBR)
• Lean Change Canvas and Feedback Loop Tracker
• AI prompt chains (20+) for use with ChatGPT, Notion AI, or Claude
• Certificate of Completion image for PDU self-reporting
• 20-question assessment + PMI boilerplate to earn 1.5–2.0 PDUs
• Executive summary, printable files, and integration table
• Cover and thumbnail images for easy resale, LMS, or internal documentation

🔐 Use Cases

AudienceUse CaseScrum MastersAlign team actions to stakeholder valueProduct OwnersDefine outcome-driven backlogsAgile CoachesFacilitate planning workshops w/ JTBDChange AgentsUse Lean Change and QVR for low-risk pilotsNonprofits & Gov OrgsTranslate strategy into deliverable cycles

💡 Highlights

• No filler. All templates, prompts, and tools are hands-on and immediately deployable
• Designed by PMI®, Scrum.org®, and Disciplined Agile certified professionals
• Compatible with any Agile framework: Scrum, LeSS, SAFe, or hybrid
• Tested with enterprise, education, nonprofit, and military innovation teams

📘 Table of Contents

PART 1: Agile Notion Workspaces

• Agile Team Roles Dashboard (PO, SM, Dev, BA)
• Scrum/LeSS/SAFe-Compatible Board Layouts
• Evidence-Based Management (EBM) Integration

PART 2: Lean Change Management

• Lean Change Canvas Template
• Option Log & Feedback Loop Tracker
• Change Agent Backlog

PART 3: Requirements by Objectives (RBO)

• RBO Framework Overview
• Impact Estimation Table (IET)
• Fit Criterion Tracker in Notion
• AI Prompts for RBO Drafting

PART 4: Jobs To Be Done (JTBD)

• JTBD Job Story Template
• Struggling Moment Insight Board
• AI Insight Prompts for Discovery Interviews

PART 5: Quickest Valuable Release (QVR)

• QVR Matrix & Minimum Conditions
• Risk-Aware Release Planning
• QVR vs MVP vs MBI Table

PART 6: Quarterly Business Review (QBR)

• Outcome Dashboard Templates
• Strategic Metric Tracker
• Backlog Alignment Tool

PART 7: Integrated Value Flow System

• RBO–JTBD–QVR–QBR Strategy Board
• Template Integration Map
• Stakeholder Value Audit Table

PART 8: AI Prompt Chains & Self-Coaching

• 20-Prompt Sequence for Lean Change
• Drafting Prompts for Requirements & Releases
• Strategy Framing Prompts for QBR Review

PART 9: Assessment & Certification

• 20-Question Knowledge & Application Quiz
• PMI PDU Reporting Guide
• AGIL3 Certificate of Completion (Thumbnail Included)

🔖 License:

✔️ Unlimited personal or professional use
✔️ May be used in coaching, team training, or enterprise facilitation