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Continuous Improvement Plans: Grouping OGIs

Creating and Managing Continuous Improvement Plans

When creating and managing Continuous Improvement Plans, there are a number of actions you may want to take. We've broken each action down for you, into shorter articles.

Grouping OGIs

It can be helpful to identify themes across the OGIs created by the teams so that you can see the common issues, how frequently they have been raised and determine the best way to address them. Then, you can group OGIs together that have a common theme and rewrite the description to best capture the need and reduce duplication in the backlog.

If you have more than ten or so items, you may want to click on the Export to Excel button on the Grid View to review the OGIs in Excel. This makes it easier to scan through all of the detailed information and you can add columns or move the rows around as you are identifying themes and deciding how you want to group the items.


To group OGIs, go to the Grid View and click on the Group Items button.


Select the items that you want to include in the group. Choose one of the items to be the primary and then click on the Group Items button. The information (labels, description, etc.) from the primary will display for the group and only the primary item can be edited.


The grouped items have an arrow icon in the left column, in the Grid View. Click on the arrow to view the items and to remove them from the group, if needed.


Note that grouping is only visible on the Grid View. In the Kanban View, you will only see the primary Growth Items for any items that are grouped.

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