Post on 03-Jun-2020
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Roles
Lean Portfolio Management
1
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Roles
Focus Workshop - The Multitasking Game!
2
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Roles
The Multitasking Name Game
3
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Roles
Limit WIP
4
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Roles
Lean Portfolio Maturity RoadmapV
isio
n &
Str
ateg
y
1- Develop Winning Vision & Strategy
2- Breakdown to Goals and Outcomes
3- Prioritize outcomes, design roadmap En
terp
rise
Bac
klo
g
1- Gather Current WIP
2- Gather approved initiatives and ideas
3- Consolidate and prioritize V
isib
ility
Ro
om
1- Design Room Structure
2- Build room with demand / capacity visuals
3- Optimize, inspect/adapt
5
Copyright© Agile Transformation Inc.
Roles
Lean Portfolio & Delivery Model
Release
Solution
Discovery
Lean/Agile
Delivery
Conduct
Discovery
Activities
PI / Quarterly
Planning
Sprint 1 Sprint 2 Sprint N
Discovery
Program Backlog
Approve for
Development
Ad
d to
the
ba
cklo
g
Product
Backlog
Opportunity
Assessment
Approve for
Discovery
Lean
Canvas
Opportunity
Assessment
Customer
Seat at the
Table
Portfolio Backlog
Ad
d to
the
ba
cklo
g
Customer
Seat at the
Table
Customer Seat
at the Table
Customer Personas & Journey Maps
Problem/Solution Discovery
Experiments, MVPs, MMPs
Validation and Optimization
6
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Opportunity Assessment
Opportunity Assessment
Develop
Idea
Viable &
Feasible Customer
Problem
Market Demand
• Lean Canvas
• Personas
• Journey Map
Customer
Assess
Idea
Lean Canvas
Assessment
Portfolio Mgmt &
Stakeholders
Approve
Idea
Portfolio
Backlog
Portfolio
Management
Customer
Persona
Customer
Journey Map
7
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Roles
8
Business Value: Value Buckets
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9
Weighted Shortest Job First (WSJF)
1 2 3 5 813
21 B
usin
ess V
alue
Weighed Shortest Job First (WSJF) Steps: 1. For each Job, use relative estimation for each round2. Add the results of each round (total value) together 3. Use relative estimation to determine the Job Size (Duration)4. Divide the Job Size by the Total Value ** Do the highest value lowest effort job first! **
Round 1Business Value+Round 2Time Criticality+Round 3Risk Reduction / Opportunity Enablement
WSJF =
Job Size (Duration)
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Roles
10
Enterprise Visibility Room
Enterprise Visibility Room
11
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Roles
Enterprise Visibility Room (EVR)
12
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Enterprise Team
(Our Capacity)
Strategy &
3 Year Roadmap Key Performance Indicators
2014 Strategy3 Year Roadmap Performance Metrics
Enterprise Team
Handouts
“EVR Room” - Large Healthcare Provider
13
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Portfolio Planning Meeting Norms
14
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Roles• Quarter-Sized Outcomes
Quarter Sized Outcomes
15
What gets measured gets achieved!
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How Might We?
16
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What’s the Problem?
What’s the problem?
17
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Roles
18
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Teams Pull to Their Capacity
19
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Quarterly Planning
Reprioritize Based on Customer Segment Needs
20
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Clarity on Demand
21
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Clarity on Capacity
22
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Clarity on Demand and Capacity
23
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24
Lean Portfolio
Limit organizational Work-In-Progress (WIP)
Make all work visual
Ensure cross functional team alignment around
customer value creation activities
Connect Work to the Strategy and Vision
Let teams pull work to their capacity. Swarm
on the highest priority items.