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
 14 Hours

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