lean portfolio management - agilityhealth · discovery program backlog approve for development...

Copyright© Agile Transformation Inc.

Roles

Lean Portfolio Management

1


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Focus Workshop - The Multitasking Game!

2


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The Multitasking Name Game

3


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Limit WIP

4


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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


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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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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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10

Enterprise Visibility Room

Enterprise Visibility Room

11


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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


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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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.

lean portfolio management - agilityhealth · discovery program backlog approve for development...

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