Master Agile Portfolio Management: 1 Day Workshop in Surrey

Schedule

Fri, 16 Jan, 2026 at 09:00 am to Fri, 19 Jun, 2026 at 05:00 pm

UTC-08:00

Location

Regus - Surrey | Surrey, BC

Advertisement
Master prioritization, capacity planning, Kanban, Lean budgeting, governance, and value stream mapping for agile portfolio success.
About this Event

Group Discounts:

  • Save 10% when registering 3 or more participants
  • Save 15% when registering 10 or more participants

Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks included


Course Overview

This practical 1 Day training provides the skills needed to manage portfolios in agile environments. You will explore prioritization frameworks, capacity planning methods, portfolio Kanban, Lean budgeting principles, and agile governance rules. The course also covers value stream mapping to align strategy with execution and ensure continuous delivery of value. Through real-world examples, hands-on exercises, and agile decision-making techniques, you will learn how to optimize portfolio flow, respond quickly to change, and build alignment across teams and stakeholders.

Learning Objectives

By the end of this course, you will be able to:

  • Manage portfolios effectively within agile environments
  • Apply prioritization frameworks for value-driven decisions
  • Use capacity planning and flow-based resource allocation
  • Implement portfolio Kanban for visibility and speed
  • Apply Lean budgeting for flexible funding
  • Strengthen governance while enabling agility
  • Map value streams to improve alignment and outcomes

Target Audience

  • Agile leaders
  • Project managers
  • Product owners
  • PMO professionals
  • Scrum masters transitioning to portfolio roles

Why Choose This Course?

This course is designed by an expert in agile transformation, portfolio governance, and Lean-Agile delivery frameworks. You gain practical tools, templates, prioritization models, Kanban structures, and real-world examples used in modern agile organizations. The training focuses on actionable skills, not theory.

©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Want to train your entire team?
We provide tailored in-house programs for PMOs, agile teams, leadership groups, and enterprise transformation units. Sessions can be customized to your frameworks—SAFe, Scrum@Scale, LeSS, or hybrid environments. Training can be conducted on-site with examples from your actual portfolio challenges.

📧 Contact us today to schedule a customized in-house, face-to-face session:


Event Photos
Event Photos
Event Photos
Event Photos
Event Photos
Agenda
Module 1: Foundations of Agile Portfolio Management

Info: • Understand portfolio roles and agile value principles
• Explore strategic alignment and portfolio visioning
• Learn how portfolios support enterprise agility
• Icebreaker


Module 2: Prioritization Frameworks for Agile Portfolios

Info: • Apply WSJF, MoSCoW, and value-based prioritization
• Evaluate demand vs. impact using scoring methods
• Balance short-term needs with long-term goals
• Case Study


Module 3: Agile Capacity Planning & Resource Alignment

Info: • Allocate capacity across teams and value streams
• Manage demand, bottlenecks, and work-in-progress limits
• Use rolling wave planning for adaptability
• Simulation


Module 4: Portfolio Kanban & Flow Optimization

Info: • Visualize work using Portfolio Kanban
• Improve throughput with flow metrics
• Reduce delays and optimize end-to-end delivery
• Activity


Module 5: Lean Budgeting & Agile Funding Models

Info: • Understand dynamic funding and guardrails
• Align budgets with evolving priorities
• Shift from project-based to value-based funding
• Group Exercise


Module 6: Agile Governance & Decision Rules

Info: • Build lightweight governance structures
• Implement governance checkpoints and risk visibility
• Ensure compliance without slowing down delivery
• Role Play


Module 7: Value Stream Mapping for Strategic Alignment

Info: • Identify value streams and end-to-end workflow
• Remove waste and improve delivery flow
• Connect strategy, execution, and customer value
• Action Plan Review


Advertisement

Where is it happening?

Regus - Surrey, King's Cross Shopping Centre, 7404 King George Blvd Suite 200, Surrey, Canada

Event Location & Nearby Stays:

Tickets

CAD 541.56 to CAD 705.09

Icon
Know what’s Happening Next — before everyone else does.
Catils_inc

Host or Publisher Catils_inc

Ask AI if this event suits you:

Discover More Events in Surrey

Fundraiser For a Purpose
Fri, 29 May at 05:30 pm Fundraiser For a Purpose

Crown Palace Banquet Hall

FITNESS NONPROFIT
ICBCA- 23rd Student Achievement Awards
Fri, 29 May at 06:00 pm ICBCA- 23rd Student Achievement Awards

Dhaliwal Banquet Hall

Mother's Day Appreciation Night
Fri, 29 May at 06:00 pm Mother's Day Appreciation Night

11387 128 St, Surrey, BC V3R 2W8, Surrey, BC, Canada, British Columbia V3R 2W8

CALENDAR
\u2764\ufe0fTOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK
Fri, 29 May at 07:30 pm ❤️TOTALLY TOM PETTY SHOW from VEGAS | LEGION BRANCH CLUB 240 | WHITE ROCK

Royal Canadian Legion Branch 240

FITNESS ENTERTAINMENT
That St\u00f6ned Electric Night
Fri, 29 May at 08:00 pm That Stöned Electric Night

The Brownsville

MUSIC ENTERTAINMENT
Home Game vs Delta
Fri, 29 May at 08:00 pm Home Game vs Delta

Cloverdale Arena

CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB
Fri, 29 May at 09:00 pm CASA DEL RITMO AND LA CLAVE ORCHESTRA @ MOJITOS PUB

12411 King George Blvd

FITNESS ENTERTAINMENT
B-Villes Finest
Sat, 30 May at 07:30 am B-Villes Finest

The Brownsville Pub

White Rock - Women In Business Networking event
Thu, 11 Aug at 10:00 am White Rock - Women In Business Networking event

White Spot White Rock

BUSINESS RAVES
Canadian Job Search Strategies Workshop (In-person)
Tue, 28 Feb at 01:00 pm Canadian Job Search Strategies Workshop (In-person)

10362 King George Blvd

WORKSHOPS
Resume Lab  [In-person Workshop]
Wed, 13 Nov at 02:00 pm Resume Lab [In-person Workshop]

10362 King George Blvd

WORKSHOPS
PrepTalk Interview - Mock Interview Sessions [In-person Workshop]
Wed, 12 Feb at 02:00 pm PrepTalk Interview - Mock Interview Sessions [In-person Workshop]

10362 King George Blvd

WORKSHOPS
Speed Dating Event Tricks: Guide for Surrey Singles
Wed, 04 Jun at 06:00 pm Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 21 Jun at 07:00 pm How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Awakening Through Trauma - The Workshop - Surrey
Sun, 13 Jul at 10:00 am Awakening Through Trauma - The Workshop - Surrey

Surrey

WORKSHOPS HEALTH-WELLNESS
Monthly Info Session - WorkBC Centre Surrey Cloverdale
Wed, 24 Sep at 12:00 pm Monthly Info Session - WorkBC Centre Surrey Cloverdale

WorkBC Centre Surrey Cloverdale

WORKSHOPS
Together Community Cafe at Roadhouse Grille
Wed, 05 Nov at 12:45 pm Together Community Cafe at Roadhouse Grille

The Roadhouse Grille

HEALTH-WELLNESS
Speed Dating Event Tricks: Guide for Surrey Singles
Sat, 15 Nov at 09:00 am Speed Dating Event Tricks: Guide for Surrey Singles

Surrey

SPEED-DATING WORKSHOPS
How to Attract Women - Dating guide for singles in Surrey
Sat, 15 Nov at 10:00 am How to Attract Women - Dating guide for singles in Surrey

Surrey

WORKSHOPS
Digital Marketing: Strategies in the Times of AI \u2014 For Marketers in Surrey
Sat, 15 Nov at 10:00 am Digital Marketing: Strategies in the Times of AI — For Marketers in Surrey

Surrey

DIGITAL-MARKETING BUSINESS

What's Happening Next in Surrey?

Discover Surrey Events