| People model | 1 member | 2 Crew + 1 Manager included | 8 Crew + 2 Managers included | Roles defined in rollout plan |
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| Additional Crew pricing | Move to Team to add Crew | $7/mo billed annually / $9 month-to-month | $12/mo billed annually / $15 month-to-month | Custom Crew pool in proposal |
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| Additional Manager pricing | Move to Team to add a Manager | $16/mo billed annually / $20 month-to-month | $24/mo billed annually / $29 month-to-month for Business Managers | Custom Manager pool in proposal |
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| Story evidence types | Limited customer-input flow | 2 included: customer intake + process improvement | 5 included: customer intake, process improvement, delivery value, Strategy Feedback, Employee Experience | Custom story-evidence limits set in proposal |
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| Invited customer accounts | Up to 5 | Up to 50 | Up to 500 | Access rules reviewed |
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| Customer story collection | Limited | Unlimited | Up to 500 with advanced access controls | Custom collection model |
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| Anonymous story collection | Limited | Unlimited | Up to 500 with portfolio reporting | Limits and notices reviewed |
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| Boards and views | Boards + list view | Boards + richer team views | Full portfolio views | Full views with rollout support |
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| Rooms (boards) per account | Up to 3 | Up to 5 | Unlimited + portfolio hierarchy | Multi-account room rollout |
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| Custom card types | No | Team card types | Portfolio-aware card types | Custom types with admin controls |
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| Custom workflows | No | Team workflows | Portfolio-aware workflows | Custom workflows with approval path |
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| Custom task maps | No | Team task maps | Portfolio and report task maps | Custom task maps with rollout support |
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| Blockers | No | Team blockers | Portfolio blockers and risk context | Enterprise blocker policy |
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| Dependencies | No | Team dependencies | Portfolio dependencies | Enterprise dependency policy |
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| Classes of Service | No | Team classes of service | Portfolio priority, risk, and flow policy | Enterprise class-of-service policy |
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| Lane WIP limits | No | Team lane limits | Portfolio-aware lane limits | Enterprise WIP policy |
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| Personal WIP limits | No | Manager-defined personal limits | Portfolio-aware personal limits | Enterprise WIP policy |
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| Personal allocation | No | Team allocation planning | Portfolio allocation planning | Enterprise allocation policy |
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| Flow planning | No | Team flow planning | Portfolio flow planning | Enterprise flow policy |
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| Iteration/Sprint planning | No | Team iterations and sprints | Portfolio-linked iterations and sprints | Enterprise planning policy |
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| Crowdsourced OKRs (Objectives & Key Results) | Personal goals & milestones | Team delivery objectives & milestone tracking | Crowdsourced OKRs with Spot Patterns evidence binding and epic traceability | Enterprise portfolio OKR governance and strategic cascade alignment |
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| Wardley Mapping & Strategic Landscapes | Basic work classification | Build, Improve, Operate strategy streams | Native Wardley Maps: Value chain mapping from Genesis to Commodity for build/buy decisions | Enterprise Wardley landscape governance and cross-stream portfolio mapping |
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| DORA Delivery & Engineering Metrics | Room DORA panel in KPIs, plus cycle time on cards | 4 DORA metrics: Deployment Frequency, Lead Time for Changes, Change Failure Rate, Time to Restore | Portfolio DORA rollups, release stability, and lead-time histograms | Enterprise DORA governance, audit logs, and compliance export |
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| Planning Poker | Basic Planning Poker session | Team Planning Poker | Planning Poker + epic-level WSJF sessions | Enterprise estimation policy |
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| WSJF | No | No, Planning Poker only | Yes + cost-of-delay context | Enterprise prioritization policy |
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| Flow forecasting | No | Built-in forecasting tool on the Shape surface | Forecasting with portfolio and release context | Enterprise forecasting and access policy |
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| Flow Rules automation | Templates only | Manager-defined room suggestion rules | Room, portfolio, service-class, and financial-report rules | Approved automation design with rollout review |
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| Flow Rule limits | No live rules | 10 active rules / 1,000 evaluations per month | 50 active rules / 10,000 evaluations per month | Limit set in rollout plan |
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| Flow Rule safety | No live execution | Preflight, dry run, and card Conversation suggestions | Review separation, review trail, and governed suggestions | Custom action handlers, integrations, and approval chains |
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| Sensemaking and decision surfaces | Card and customer context, plus room Signals, Room Dashboard, and Outcome Review | Customer, requirements, team-process, and delivery sensemaking | Portfolio, outcome, Strategy Feedback, and Employee Experience surfaces | Custom instruments with review rules |
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| Objectives and Key Results (OKRs) | No | No | Native OKR authoring, evidence binding, and Spot Patterns analysis | Enterprise OKR governance and rollout review |
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| Strategy Feedback | No | No | Curated Strategy Feedback walk with portfolio infographic & reflection | Custom strategic alignment instruments with review rules |
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| Employee Experience (EX) | No | No | Employee Experience sensor with team climate & sentiment analytics | Custom organizational pulse instruments |
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| Portfolio Value Streams | No | No | Configurable Value Streams, programs, teams & nested Portfolio Epics | Multi-account Value Stream hierarchy rollout |
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| Lean Budgeting & Money Band | No | No | Rolling capacity: Total Capital − Committed − Delay Exposure | Enterprise portfolio financial governance & policy review |
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| Expense Tracking & Receipt Storage | No | No | Native expense reporting with PDF/JPEG receipt attachments & OpEx rollups | Enterprise expense controls, audit trails & ERP export |
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| Spend-After-Stop Governance | No | No | No | Automated rogue-burn audit logging & proof gate enforcement on halted releases |
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| Strategy Feedback and Employee Experience | No | No | Read strategy feedback and employee experience alongside customer signal, delivery, and economics | Custom strategy and employee-experience instruments with review rules |
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| Delivery value review | Delivered cards in room Outcome Review; no business value | Team delivery learning on cards | Portfolio delivery value review tied to source evidence | Outcome review access controls |
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| Reports and exports | Board and list exports only | Team and planning reports | Portfolio reports with economic context & expense rollups | Report access rules, compliance audit & ERP exports |
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| Time reporting | No | Team time reports | Time reports connected to economics & labor burn | Time-report access controls & billing exports |
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| Budget Tab and financial context | No | No | Budget Tab with hierarchical epic budget, Money Band & expense ledger | Finance permissions, multi-currency & review |
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| Cost of Delay economics | No | No | Economic tab with Cost of Delay curves & WSJF prioritization | Economic model review & executive governance |
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| Activity and decision logs | No | No | Decision log with approval state and linked evidence | Audit retention, ReleasePlanningAuditLog & access controls |
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| Support | Community and docs | Team-level support | Priority support | Enterprise support model |
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| Release planning | No | Team planning support | Two-tier Major & Minor release planning + epic budget rollups | Multi-level portfolio & Spend-After-Stop audit gates |
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| Portfolio hierarchy | No | No | Configurable hierarchy with nested Portfolio Epics & Value Streams | Multi-account hierarchy rollout |
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| Portfolio Epics | No | No | Hierarchical epics, budget tracking across releases, estimate rollups & receipts | Epic hierarchy, spend caps & budget policy reviewed |
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| Security add-ons | No | No | Available | Security package in proposal |
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| SSO, review controls, enterprise permissions | No | No | Limited by default | Yes |
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| Connected BYOA providers | Up to 3 | Up to 3 | No fixed public provider cap | Provider allow-list set in rollout plan |
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| Human-approved agent actions per month | 300 | 1,000 | 10,000 | Limit set in rollout plan |
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| Governed BYOA execution | Light approved actions only | Human-approved runs from governed card context | Governed runs with portfolio and financial context | Custom approval and audit policy |
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