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Simple guidelines to get Lean working Portfolio Management in place.
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The Portfolio Challenge
ProgramManager
Sales
Customer
DevelopmentTeams
The Portfolio Challenge
ImpactCompanies end up developing wrong features in way too long projects
Shared Product Ownership in
a Company
Epic
Epic
Epic
Epic
Epic
Documentation
User Story
Feature
Feature
Feature
User Story
Error
User Story
User Story
Theme
Theme
Theme
Documentation
User Story
Error
User Story
Task
User Story
Task
Task
Company
StrategyRoadmap Product
Backlog
Sprint
Backlog
VP of Product
Management
Product Manager(s)
Product Owner(s)
Teams
So what’s the difference compared to
Lean and Scrum principles?
Well working Portfolio Management is just using very
same Lean methods in Program level than in Agile
Team sprint level backlog.
The Lean and Agile Portfolio
SalesCustomer
Teams on
DevOps
Co-Op
http://www.informit.com/articles/article.aspx?p=1928232
Theme
Theme
Theme
Company
Strategy
Guidance Product
OwnerDocumentation
User Story
Feature
Feature
Feature
User Story
User Story
Product
Backlog
ProductOwner
Product
OwnerDocumentation
User Story
Feature
Feature
Feature
User Story
Error
User Story
User Story
Product
Backlog
ProductOwner Pull
Makes the Difference
4 Principles for successful Portfolio Management
Understand customer valueUser Stories & Systems Thinking in all levels of organization
“As a user, I want to...”“As a user, I want to...”
Makes the Difference
Understand information flowfrom Management to Developers
and Operations
Understand customer value User Stories & Systems Thinking in all levels of organization
“As a user, I want to...”
4 Principles for successful Portfolio Management
“As a user, I want to...”
4 Principles for successful Portfolio Management
Makes the Difference
Keep goals and progress visiblePublish Data in intra and
give feed back
Understand information flowfrom Management to Developers
and Operations
Understand customer valueUser Stories & Systems Thinking in all levels of organization
“As a user, I want to...”
4 Principles for successful Portfolio Management
“As a user, I want to...”
4 Principles for successful Portfolio Management
Makes the Difference
Keep goals and progress visiblePublish Data in intra and
give feed back
Understand information flowfrom Management to Developers
and Operations
Understand customer valueUser Stories & Systems Thinking in all levels of organization
Use simple & unified toolsAll different level Backlogs in
same tool
“As a user, I want to...”
4 Principles for successful Portfolio Management
“As a user, I want to...”
4 Principles for successful Portfolio Management
Ep
icEp
icEp
icEp
ic
Ep
ic
Documentati
on
User Story
Featur
e
Featur
e
Featur
e
User Story
Error
User
Story
User
Story
Th
e
m
eTh
e
m
e
Th
e
m
eDocumentati
on
User
Story
Error
User
Story
TaskUser
Story
Task
Task
Compan
y
Strategy
Roadma
p
Product
Backlog
Sprint
Backlog
Frameworks
How to get management
commitment to
development
Best tools are not always the Strongest and Biggest
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