Course Outline
Introduction to Lean Portfolio Management
- Applying the Lean-Agile mindset and Scaled Agile methodologies to portfolio management for government
- The benefits of organizing your portfolio effectively
- Identifying development value streams within a portfolio
Portfolio Strategy and Vision
- Connecting the portfolio to the enterprise with strategic themes
- Describing strategic themes through objectives and key results (OKRs)
- Maintaining the portfolio vision over time
- Defining value streams and the portfolio domain
- Understanding the investment mix of the portfolio by horizon
- Identifying opportunities for the portfolio’s future state using SWOT analysis
- Expressing the future state as a clear vision
- Developing the portfolio roadmap to guide strategic initiatives
- Forecasting portfolio epics for road mapping purposes
- Identifying market rhythms and key milestones
- Determining valuable release windows using market rhythms
- Identifying valuable release windows based on market milestones
- Establishing a comprehensive portfolio strategy and vision
Realizing Portfolio Vision through Epics
- Defining portfolio epics to achieve strategic goals
- Achieving the future state of the portfolio with well-defined epics
- Decomposing portfolio epics into program or solution epics for detailed execution
- Adapting the Lean business case template to meet specific needs
- Estimating epic costs accurately
- Implementing epics and achieving the vision using the Lean startup cycle
Establishing Investment Funding
- Establishing Lean budget guardrails to control spending
- Guiding investments by horizon for strategic alignment
- Applying capacity allocation to optimize value and solution integrity
- Setting portfolio epic thresholds for effective management
- Using participatory budgeting to engage stakeholders
- Establishing the total portfolio budget to ensure financial oversight
- Allocating value stream budgets through participatory budgeting processes
Managing Portfolio Flow
- Establishing flow with the Portfolio Kanban system
- Sequencing epics for implementation using Weighted Shortest Job First (WSJF)
- Sequencing epics to achieve optimal economic outcomes
- Calculating WSJF to prioritize epic sequencing
- Managing portfolio flow to enhance efficiency and effectiveness
Applying Agile Portfolio Operations
- Coordinating value streams to create portfolio-level opportunities for government
- Deploying and releasing portfolio work efficiently
- Supporting program execution and operational excellence in the public sector
- Improving Lean Portfolio Management (LPM) competency across teams
Applying Lean Governance
- Measuring LPM performance to ensure accountability
- Establishing LPM metrics for continuous improvement
- Coordinating continuous compliance with regulatory requirements
- Improving quality through a Lean approach to governance
- Understanding Technology Business Management (TBM) principles
- Measuring Lean portfolio performance to drive strategic decisions
Taking the Examination
- Registration procedures for the certification exam
- Tips and strategies for passing the examination successfully
Summary and Next Steps
Requirements
- Comprehensive understanding of Agile concepts and principles for government
- Experience working in an environment where Agile methodologies are scaled
Audience
- Business professionals within the public sector
- Operational managers for government
Testimonials (5)
The videos with specific messages.
Laurentiu
Course - Lean Six Sigma
I liked the small group setting
Kristin Standen - Orica Canada
Course - Lean Distribution: Implementing Lean in Distribution, Logistics, and Supply Chain Operations
The simulation exercises (workshop) gave me a real feel of how it is to experience "leaning" up the process. It provides a "sticking effect" to the theories that were discussed.
Bethany Magpayo - InSolem SARL
Course - Lean Services: Lean Management For The Service Industry
That after 3 days of training I have the entire overview on Agile how to use them in my case, how to calculate efficiency, approach negative employees and many more.
Joanna Meza - Zurich Insurance
Course - Managing Agile Projects with Lean and Kanban
I was benefit from that Armor management personnel is taking it seriously.