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Copilot Prompts

Explore how to best use prompts with Copilot.

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10 Topics
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Creating Advanced Outputs like Charts, Tables, Graphs

Using Copilot to Create Data Visualizations (No Programming Experience Required!)Hey there! Ready to create some amazing data visualizations without writing a single line of code? You're in the right place! This guide will show you how to leverage Copilot to generate beautiful charts and tables, even if you've never programmed before. Trust me - if you can describe what you want, you can make it happen!   Getting Started: Your New Data Visualization Journey You might not be able to code python,  but Copilot canTry typing:Create clean python code to create a bar chart showing Flow Velocity® by type (Features, Defects, Debt) over the last 30 days. Include proper labels and a title."This will produce python code that when executed will draw a chart.  Below is an “as is” example of what Copilot produced for me.  Yours will be similar.  Note that the    lines need to be removed before saving the file.  Eventually this will be built into Copilot,  but this provides a way to do it. i

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
asked in Copilot Prompts
Attribution Analysis

Sometimes it can be very helpful to be able to look at a portfolio of products,  analyze changes and anomalies in the overall portfolio metrics,  but then further analyze the contributions made by individual teams.   This prompt is a way to approach that.  PERSONA  Team of Teams Leader  What I really want to know  I want to identify trends and changes in metrics and determine which teams are having the greatest impact on those.  This is a form of Attribution Analysis.  Level to Select (Portfolio, Product)  Portfolio  PROMPT  I want you to emulate the following process   Role: Portfolio Attribution Analyst for Flow Metrics Goal: Automatically identify key observations (for example, anomalies, trends) flow metrics at a portfolio level and for each observation, explain how individual products in that portfolio are contributing to them as well as key recommendations.   Instructions: - Review the flow metrics for the portfolio for t

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Kudos Report

PERSONA  Team of Teams Leader  What I really want to know  Which teams need to be celebrated for what reasons?  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Customize your formula the way you want to    Given the following scoring algorithm, analyze each product in this portfolio using the following steps:  For every 5% drop in flow load, award that product 10 points.  If flow velocity of features remains within a 10% range, award 10 points.  If the flow distribution amount of defects is below 30% then add 10 points.  Iterate over every product and make a list of the products and their scores. 

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Make better decisions to maximize flow and problematic patterns

PERSONA  Product Leader, Scrum Master   What I really want to know  I’m going into my quarterly planning and I want to know what I can do to make better decisions to maximize my flow and address any problematic patterns  Level to Select (Portfolio, Product)  Product  PROMPT  What metrics should we consider for planning the next quarter based on last quarter’s performance?   What can I do to make better decisions to maximize my flow and address problematic patterns.    

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
90 Day Summary of Flow Metrics

PERSONA  Product Leader, Scrum Master  What I really want to know  A 90 Day summary of how the team has been doing in terms of flow metrics  Level to Select (Portfolio, Product)  Product  PROMPT  Summarize  <Team Name> flow data for last 90 days or Select a team in the hierarchy first and typeCreate a short summary of flow data for last 90 days.  Include the following sections:  Key Trends:  Notable Observations:  Month by Month summary Overall Summary     

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Product Ranking Report

PERSONA  VP Engineering / Team of Teams Leader  What I really want to know  I want to see in ranked order the products that have seen the most improvement over the past year  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Please rank the products in order of those that have shown the most improvement over the last year     

110
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Portfolio Improvements

PERSONA  Engineering Manager, Team of Teams Leader  What I really want to know  Where am I seeing actual improvement in this portfolio  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Analyze the this portfolio and highlight any areas that show increased throughput in terms of flow velocity and where... and if we are... what are the contributing factors to those increases? 

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Leaderboard Report

If you manage a team of teams, and you are looking at a portfolio in Viz,  you can do a cross portfolio analysis and leaderboard with this prompt.Create a report focusing on accomplishments for [insert month]. Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio. Finally include a section on things to improve

130
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Value Stream Health Check

This is a simple prompt you can use or modify to get a quick at a glance check of a value streamCreate a health check report for this value stream for the month of [insert month]. Use Emojis in the report.   

130
Chris.Meidell
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Copilot Prompts
🌊 Welcome to the Viz Copilot Prompt Community! Let’s Make Work Flow Again 🚀

Hi everyone! 👋I'm so glad you're here. This is by far the most exciting development I have seen in my 25 years working in Software Development. This space is for all of us—Scrum Masters, Product Owners, Managers, and all other Roles and Team members—who want to make work better.We all feel it:Too many meetings. Too much WIP. Priorities changing mid-sprint. Burnout creeping in.And at the same time—pressure to deliver faster, with less.That’s where Viz Copilot comes in.It’s not just a tool for metrics. It’s a tool to help you: Get ahead of blockers instead of reacting to chaos Protect team focus and reduce overload Spend more time doing meaningful work—and less time chasing down status When work flows better, everyone wins: 💡 Employees feel more focused, less stressed, and more in control 📦 Customers get value sooner 📈 The business performs better without sacrificing people Here are a couple of my favorite prompts to help you take back control of your time and flow. I’d love

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K
Planview Falcons
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