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Agile Project Portfolio Management

Available Modalities:

  • e-Training
  • Public Classroom
  • On Site
  • Virtual Classroom
Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-Led Training 22.5 10.5 2 10 0 0 10.5 10.5 10
Delivery Method Instructor-Led Training
PDU Total 22.5
Technical PMP/PgMp 10.5
Leadership 2
Strategy 10
PMI ACP 10.5
PfMP 10.5
  • CEUs: 2.25

You know how the saying goes, “Hindsight is 20/20.”  Although there is no way to predict the future and know with certainty what will happen, shouldn’t you and your organization be looking at the full picture?

When diving into projects it is pertinent to know basic enterprise information to avoid overusing your resources, including employees, and losing sight of the most critical pieces of your project. 

This course is for experienced project managers and is designed to teach you how to apply Agile, Lean and Kanban to your portfolio planning and management.  We will arm you with new methods for planning, prioritizing, sizing and managing your portfolio.  You will discuss new ways of looking at enterprise capacity planning by planning around teams, measuring velocity and establishing a pull method from your portfolio backlog.  Learn from real world examples and leave feeling confident and knowledgeable about managing your Agile portfolio.

  • Describe the top challenges with portfolio management
  • Explain the Multi-tasking problem
  • Describe how to get initiatives started and knowing when you are ‘Done’
  • Explain why we need a different approach
  • Define Lean thinking
  • Explain how to limit work in progress (WIP)
  • Explain the Lean/Agile portfolio big picture
  • Describe the pull vs. push concept
  • Explain capacity
  • Explain why to have stable whole teams
  • Utilize supporting communities of practice
  • Define new metrics to measure
  • Explain the New Role of an Agile PMO
  • Describe Agile/Lean Portfolio Planning Steps
  • Define the 6 Levels of Planning
  • Explain how to build Your Backlog of Current and Future Initiatives
  • Explain Strategic Alignment
  • Describe how to develop Your Business Value Buckets
  • Explain how to develop Your Qualification Filter
  • Describe how to Assign Business Value Points
  • Define Dependency, Risk, Sizing
  • Make the Tough Decisions
  • Rank the Backlog
  • Design Stable ‘Whole’ Teams
  • Explain which Team Should Pull What?
  • Measure Velocity
  • Define Capacity Planning
  • Create an Enterprise Portfolio Grooming Team
  • Explain Roles and Responsibilities
  • Describe Continuous Backlog Grooming
  • Set Up Your Portfolio Tracking Kanban Walls
  • Explain Where To Go Next

This course uses digital materials.

  • Agile Portfolio Management

    Agile Portfolio Management

    About Me

    Organizing Tools

    Purpose of This Session

    About YOU!

    Agenda …

    Top Challenges/Drivers for Change

    What the Executives - Think …

    The Agile Manifesto - 2001

    Agile is Value Driven

    Agile Value Proposition

    Benefits Realized from Agile Adoption

    From Silos to Collaboration

    The Pieces to the Puzzle

  • Agile Portfolio Planning Basics

    Agile Portfolio Planning Basics

    Principles of Lean Development

    Lean Portfolio Management

    The Multitasking Name Game

    Allocating Projects Beyond Capacity

    What Problem are We Trying to Solve?

    How is Agile Portfolio Management Different than Traditional Approaches?

    Principles of Lean/Agile Portfolio Management

    Team Level Backlog

    Program Team’s Backlog(Scrum of Scrums)

    Portfolio Team Backlog

    How the Agile PMO Delivers Value

    6 Levels of Agile Planning

    Agile Portfolio Lifecycle

  • Ongoing Portfolio Management Activities

    Ongoing Portfolio Management Activities

    Ongoing Portfolio Grooming

    Portfolio Execution Kanban Wall

    Ongoing Portfolio Management

    Metrics Worth Tracking

    Tracking Velocity

    Tracking Actual Cost

    Sample Point and Cost Burn Up Chart

    Agile EVM (Earned Value) Burn UP Chart

    Measuring Program Progress

    Additions to the Enterprise Backlog

    Who does what?  Roles


  • Strategic Visioning

    Strategic Visioning

    Agile Portfolio Lifecycle

    Strategic Planning

    Sample Strategic Vision>Objectives

    Sample Strategic Goals>Measures

  • Building and Aligning Your Enterprise Backlog

    Building and Aligning Your Enterprise Backlog

    Agile Portfolio Lifecycle

    Building Your Initial Backlog - Goal

    Identifying the authorized & un-authorized work in progress

    Sample Strategic Backlog

    What is Strategic Alignment?

    Sample - Aligning Initiatives to Strategic Goals

    Dealing with Non-Aligning Items

    Break ‘Projects’ Down to Deliverables/Themes

    Agile Requirements Levels

    Example: Member Portal Initiative

  • Idea Qualification and Feasibility with Kanban

    Idea Qualification and Feasibility with Kanban

    Agile Portfolio Lifecycle

    Agile Portfolio Planning Kanban Wall

    Why Qualify Ideas?

    Consensus on Idea Qualification Filter

    Sample Agile Idea Qualification Checklist

    Qualifying a Sample Idea

    Agile Game: Product Vision Box

    Sample Portfolio Initiative - Consumer Sales Overhaul

    Sample Project Vision…

    Sample CSO Project - Definition of ‘DONE’/Acceptance Criteria

    How do we determine objectively what is valuable?

    Prioritizing Using Business Value Buckets

    Sample Business Value Buckets

    Sample: CSO Project Business Value Points

    Steps for Measuring Business Value

    Example Value Measurement

    Actually Measuring Value Post Release

    Remember? Agile Requirements Levels

    Example: Consumer Sales Overhaul

    Sample: CSO Deliverables

    Review Our Qualification Checklist

    Agile Portfolio Planning Kanban Wall

    Why Do Some Skip Qualification?

    Idea Feasibility Checklist

    Non-Functional Expectations

    Alternative Solution Analysis

    High Level Sizing – T-Shirt Sizing

    Example Roadmap (for CSO)

    Updated: Agile Portfolio Planning Kanban Wall

  • Portfolio Prioritization, Ranking and Roadmapping

    Portfolio Prioritization, Ranking and Roadmapping

    Agile Portfolio Lifecycle

    Portfolio Ranking and Roadmapping

    Factors Affecting Ranking

    Portfolio Ranking – Biggest Bang for the Buck Game!

    Sample BBB

    The Portfolio Roadmap

    Example Portfolio Roadmap

  • Capacity Planning and Budgeting

    Capacity Planning & Budgeting

    Agile Portfolio Lifecycle

    Remember This? Allocating Projects Beyond Capacity

    Capacity Planning

    What Are Stable Teams?

    Why Design for Stable Teams?

    Cross-Functional Stable Team

    Enterprise Stable Teams View

    Capacity Planning by Portfolio

    Tips For Structuring the Teams

    Budget Planning

    Sample Enterprise Capacity Table

    Budgeting Per Team Per Iteration

    Budgeting for the Enterprise Portfolio

    Decision Time

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