lkce16 - agile portfoliomanagement at scale by jasper sonnevelt
TRANSCRIPT
Portfolio planning and prioritization at scale
Jasper SonneveltTwitter: @jaspersonnevelt
Lean Kanban Central Europe 2016 | @jaspersonnevelt
1
Problem 1: Autonomy, entrepreneurship, alignment
How to align Product Owners & teams to organizational goals
without telling them what to do?
Lean Kanban Central Europe 2016 | @jaspersonnevelt
2
From (department) purpose to tasks
3
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
Why?
Why?
Why?
Why?
(hours)TasksUser story (days)
Team purpose (~1 year)
Goals (~1 year)
Department purpose (multiple years)
Lean Kanban Central Europe 2016 | @jaspersonnevelt
From (department) purpose to tasks
4
Department purpose
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
(hours)TasksUser story (days)
Team purpose (~1 year)
Goals (~1 year)
(multiple years)
Lean Kanban Central Europe 2016 | @jaspersonnevelt
The Portfolio Wall
Makes work visible for the next 3-12 monthsCreates focus on department goalsAligns teams and is used to manage dependencies
Lean Kanban Central Europe 2016 | @jaspersonnevelt
5
Portfolio wall - theoryA portfolio wall shows the work to be done, usually up to half a year ahead:
§ The X-axis shows time, for instance in sprint numbers
§ The Y-axis shows:• in Product Development: teams
o for the whole organisationo for a product, in a tribe, portfolio or business lineo or a single team/squad
• in Business: customer segments or product
Purpose of a portfolio wall:§ Visually prioritizing and planning the work ahead
§ Creating focus
§ Adjusting the plan: changes, team estimates
§ Coordination over teams or customer segments
6
Lean Kanban Central Europe 2016 | @jaspersonnevelt
Goals for nowInformation sharingTransparencyBetter discussions and decision making
Lean Kanban Central Europe 2016 | @jaspersonnevelt
7
Lean Kanban Central Europe 2016 | @jaspersonnevelt
8
Portfolio walls are a great place to share information about what we are actuallypassionate about
Lean Kanban Central Europe 2016 | @jaspersonnevelt
9
Teams
Lean Kanban Central Europe 2016 | @jaspersonnevelt
10
Lean Kanban Central Europe 2016 | @jaspersonnevelt
11
Portfolio Market PlacePortfolio wall is updatedNew work is prioritized and addedChanges are discussedAt the end of the meeting everybody knows what to focus on
Lean Kanban Central Europe 2016 | @jaspersonnevelt
12
So what does this mean for my team?
What could we swap it for?
New market development! So new work!
Topics at the portfolio market placeShould we redistribute ourcapacity?
Should we change
which teams work on
work items?
Are we deliveringfastenough?
What epics do we have prioritized toreach these goals
Do we expect theright thingsto happen?
Outcome Output Sourcing
These are thegoals we are
trying toachieve
Status of KPI’s / Goals
Do we need toadjust?
Lean Kanban Central Europe 2016 | @jaspersonnevelt
13
Problem 2: alignment on shared objectives
How to move from achieving oneteam purpose to making the whole
department succesful?
Lean Kanban Central Europe 2016 | @jaspersonnevelt
14
Setting priorities
Lean Kanban Central Europe 2016 | @jaspersonnevelt
15
Setting prioritiesLean Kanban Central Europe 2016 | @jaspersonnevelt
16
Size:S = 1 weekM = 2 weeksL = 4 weeksXL = 8 weeksXXL > 10 weeks
Valu
e
Size
Changing the portfolio wall
Lean Kanban Central Europe 2016 | @jaspersonnevelt
17
From (department) purpose to tasks
18
Department purpose
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
(hours)TasksUser story (days)
Team purpose (~1 year)
Goals (~1 year)
(multiple years)
Lean Kanban Central Europe 2016 | @jaspersonnevelt
From (department) purpose to tasks
19
Department purpose
Epic
Feature
TasksUser story
Team goals Team purpose
Goals
Lean Kanban Central Europe 2016 | @jaspersonnevelt
Lean Kanban Central Europe 2016 | @jaspersonnevelt
20
DepartmentPurpose
DepartmentGoal
Team Goal Team Goal Team Goal
DepartmentGoal
DepartmentGoal
PBIPBI
PBIPBI
PBIPBI
PBIPBI
PBIPBI
PBIPBI
TeamPurpose
Lean Kanban Central Europe 2016 | @jaspersonnevelt
21
Shifting the focus of the portfolio wall from a team to goals changes the conversation fromindividual contributions to collaborativewins
Lean Kanban Central Europe 2016 | @jaspersonnevelt
22
Goals
Workin
Teams
Lean Kanban Central Europe 2016 | @jaspersonnevelt
23
Problem 3: alignment on shared objectives at scale
How to sync teams acrossdepartments?
Lean Kanban Central Europe 2016 | @jaspersonnevelt
24
Aligning portfolio wallsAcross departments
Lean Kanban Central Europe 2016 | @jaspersonnevelt
25
Managing DependenciesLean Kanban Central Europe 2016 | @jaspersonnevelt
26
Results
Lean Kanban Central Europe 2016 | @jaspersonnevelt
27
Results so far …Better descisions (significantly)Responsibility lower in the organizationTransparency: greater commitment to thegoalsBusiness Agility has increasedShift: business case -> internalentrepreneurshipProduct Owners have more than onedepartment/team focus
Lean Kanban Central Europe 2016 | @jaspersonnevelt
28
Software Development Done Right
Portfolio planning and prioritization at scale
Jasper Sonnevelt
Lean Kanban Central Europe 2016 | @jaspersonnevelt
29