Concepts in Portfolio Management

Course Overview

As organizations move beyond a single Agile Delivery Team a challenge around managing value within a Portfolio and across multiple teams emerges. Aligning Delivery efforts to the overall strategy will drive improved prioritization around what should be delivered when by each team. Factors to consider can include strategic alignment, scope, cost/budget, people staffing, timing, dependencies and other elements.

For an Agile Portfolio to function it requires key supports like Collaboration Events, Visibility via a ‘Big Board’, and a Roadmap, all on a platform of tools. With these in place, decisions can be taken around Portfolio Intake, Work-In-Progress vs Capacity, and various Prioritization techniques.

Learning Objectives

• Understand key principles and practices of Agile Portfolio Management
• Facilitating faster feedback loops across Senior Leadership roles
• Manage risks, conflicts and dependencies across teams
• Track and monitor workflows across programs.
• Learn how to adaptively plan and execute across multiple teams
• Consider flexible funding and lightweight governance models
• Learn about key roles in the system, including the ‘Flight Director’
• Create visibility for the portfolio to align around top priorities using a ‘Big Board’
• Understand key metrics for assessing the health of the Agile Portfolio

What you will get

• 2.5 hours of engaging teaching by a deeply experienced practitioner and trainer
• Slides and templates to help you put into practice what you have learned
• Earn 3 Scrum Education Units (of the 20 required), under the “Learning” category, towards your Scrum Alliance certification renewal requirement. https://www.scrumalliance.org/get-certified/scrum-education-units
• A 1-hour follow up ask-me-anything session to ask specific questions after you’ve had time to apply what you’ve learned

Recommended Pre-requisite

• Certified Scrum Master or Certified Scrum Product Owner
• One year of practical experience using Scrum

About the Trainer

Sarah Adams has deep experience as a practitioner – business analyst, product manager, and coach – facilitating change and transforming organizations from the inside. Her focus is on delivering value and creating highly productive teams.

She deploys a wealth of skills in visual facilitation, team building, workflow management, managing distributed remote teams, engaging stakeholders, improving processes, and measuring outcomes. She leads product inception workshops, manages projects from discovery to release, coaches teams on process improvements, and builds decision support tools to help teams and leaders clearly see their current reality and future options.

She is a Certified ScrumMaster (CSM) and Certified Scrum Product Owner (CSPO). She holds a bachelor’s degree Physical Geography from the University of Victoria and a Masters of Business Administration from McGill University

Host or Publisher Alluvial Management Consulting