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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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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