Course Outline

Introduction to Lean Portfolio Management

  • Applying the Lean-Agile mindset and Scaled Agile approaches to portfolio management
  • The benefits of organising your portfolio
  • Identifying the development value streams within a portfolio

Portfolio Strategy and Vision

  • Connecting the portfolio to the Enterprise with Strategic Themes
  • Describing Strategic Themes with objectives and key results (OKRs)
  • Maintaining the portfolio vision
  • Defining the value streams and portfolio domain
  • Understanding the portfolio’s investment mix by horizon
  • Identifying opportunities for the portfolio’s future state with SWOT
  • Expressing the future state as a vision
  • Developing the portfolio roadmap
  • Forecasting portfolio epics for road mapping
  • Identifying market rhythms and milestones
  • Identifying valuable release windows using market rhythms
  • Identifying valuable release windows using market milestones
  • Establishing a portfolio strategy and vision

Realising Portfolio Vision through Epics

  • Defining portfolio epics
  • Achieving the future state of the portfolio with epics
  • Decomposing portfolio epics into program or solution epics
  • Adapting the Lean business case template to your needs
  • Estimating epic costs
  • Implementing epics and achieving the vision using the Lean startup cycle

Establishing Investment Funding

  • Establishing Lean Budget Guardrails
  • Guiding investments by horizons
  • Applying capacity allocation to optimise value and solution integrity
  • Establishing portfolio epic thresholds
  • Using participatory budgeting
  • Establishing the total portfolio budget
  • Establishing value stream budgets with participatory budgeting

Managing Portfolio Flow

  • Establishing flow with the Portfolio Kanban
  • Sequencing epics for implementation using WSJF
  • Sequencing epics for optimal economics
  • Calculating WSJF to sequence epics
  • Managing portfolio flow

Applying Agile Portfolio Operations

  • Coordinating value streams to create portfolio-level opportunities
  • Deploying and releasing portfolio work
  • Supporting program execution and operational excellence
  • Improving LPM competency

Applying Lean Governance

  • Measuring LPM performance
  • Establishing LPM metrics
  • Coordinating continuous compliance
  • Improving quality with a Lean approach
  • Understanding Technology Business Management (TBM)
  • Measuring Lean portfolio performance

Taking the Examination

  • Registration procedures
  • Tips and tricks for passing the exam

Summary and Next Steps

Requirements

  • Understanding of Agile concepts and principles
  • Familiarity working in an environment where agile is scaling

Audience

  • Business professionals
  • Operational managers
 14 Hours

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