Adaptive Program and Portfolio Management Training

Portfolio Management Course Outline

• Why Adaptive Portfolio Management

  • Organizational paradigms
  • Breakthroughs in collaboration
  • Optimizing throughput
  • Setting up best environment for teams
  • Distributed team considerations

• Defining Value

  • Calculating the cost of value
  • Constraints, Quality, Value Triangle
  • Stakeholders of value

• Frameworks, Portfolios, Programs, and Initiatives

  • The differences between them
  • Why an agile portfolio is managed differently
  • Why an agile program is managed differently

• Adaptive Portfolio

  • Governing the pipeline
  • Iterative Flow
  • Standing up for value, and how value is created
  • Adaptive Portfolio Lifecycle
  • Breakdown differenced between traditional and Lean/Agile approach
  • Mindset changes that are needed
  • Sources of waste

• Building a Value Model

  • Heed and understand the ever-changing voice of your customer
  • Value life cycle
  • Using an enterprise value model to guide decisions
  • Estimate value based on model weights

• From PMO to Value Delivery Office

   
• New roles relationship structure
• Value management as a team sport
• Product management

• Scaling Across Programs

  • Factors to determine your context
  • Considerations to scaling each factor
  • Options for frameworks available

• Strategy and Alignment

  • Strategic hierarchy
  • Elements of the 7-S Model
  • Purpose alignment model
  • SWOT

• Identify the Value

  • Value stream mapping
  • Alignment and Scope as elements of value
  • Money and Constraints as elements of value
  • Identify the impact

• Understanding the Cost of Delay

  • Calculating risk
  • Turning risk in to potential costs
  • Weighted Shortest Job First

• Metrics that Matter

  • What to measure
  • When to measure it
  • Kanban metrics
  • Possible business value dials

• Governance with a Light Touch

  • Empowered teams aligned with organizational goals
  • Facilitating the flow of value
  • Defining Done
  • Importance of operational excellence

• Producing a Roadmap

  • The value proposition
  • Kano analysis
  • Elements of a roadmap

• Funding Models

  • Make valid comparisons between investments
  • Financial considerations (ROI, NPV, IRR)
  • Present Value Analysis
  • Knowing when to stop
  • Reinvestment decision making
  • Beyond Budgeting Model

• Making Value Visible - Portfolio Kanban

  • Creating an agile portfolio planning Kanban wall
  • Make policies explicit
  • Setting realistic WIP
  • Creating a portfolio execution Kanban wall

• Lean Startup

  • Build-Measure-Learn

• Learning and Adapting

  • Delivery in small slices
  • Acting on feedback
  • Avoiding waste
  • Allow space for innovation
  • Iterative change roadmap
  • Leadership over the pain of change
  • Creating an adaptive business checklist