What You will Learn

  • Top Challenges with Portfolio Management
  • The Multitasking Problem
  • Getting Initiatives Started .. Not DONE
  • Why We Need a Different Approach
  • Intro to Lean Thinking
  • Limiting Work In Progress (WIP)
  • Lean/Agile Portfolio Big Picture
  • The Pull vs. Push Concept
  • Understanding Capacity
  • Why Stable Whole Teams?
  • Supporting Communities of Practice
  • New Metrics to Measure
  • The New Role of an Agile PMO
  • Agile/Lean Portfolio Planning Steps
  • The 6 Levels of Planning
  • Building Your Backlog of Current and Future Initiatives
  • Strategic Alignment
  • Developing Your Business Value Buckets
  • Developing Your Qualification Filter
  • Assigning Business Value Points
  • Dependency, Risk, Sizing
  • Making the Tough Decisions
  • Ranking the Backlog
  • Designing Stable ‘Whole’ Teams
  • Which Team Should Pull What?
  • Measuring Velocity
  • Capacity Planning
  • Creating an Enterprise Portfolio Grooming Team
  • Roles and Responsibilities
  • Continuous Backlog Grooming
  • Setting Up Your Portfolio Tracking Kanban Walls
  • Where To Go Next


PMO Leaders, Product and Portfolio Managers, Executives and Leaders, Business and IT Sponsors, Program Managers, Project Managers, Program Managers, Technical Leads/Architects and others interested in learning more about Agile/Lean Portfolio Management.


3 Days