Prague Agile Kitchen, June 19, 2018. Anna describes how to balance with agile portfolio. Based on SAFe.

1. CONTINUOUS BALANCING - AGILE PORTFOLIO
APPROACH
AGILE COACH
MANAGING PARTNER
SCRUMTREK
OBUKHOVA@SCRUMTREK.RU
ANNA OBUKHOVA

2. IT
MANAGEMENT
MBA (GLOBAL BUSINESS)
COACHING
PSYCHOLOGY
BIOLOGY
ANNA
OBUKHOVA
EDUCATION
NEUROLEADERSHIP

3. IN AGILE SINCE 2004
AGILE COACH
SCRUM, XP, KANBAN
LARGE SCALE
PROJECT/PROGRAM
AGILE PORTFOLIO
ANNA
OBUKHOVA
WORK
MANAGER
SAFE

4. CONTEXT
200 YEARS OLD SWISS BANK
100+ PROJECTS (30+ PROGRAMMES)
500 PEOPLE
4 CONTINENTS (DELIVERY AREAS)
14 LOCATIONS FROM JAPAN AND AUSTRALIA TO US, HEADQUARTERS IN LONDON
80 MLN USD/YEAR

5. Portfolio management is the art and science of making
decisions about investment mix and policy, matching investments
to objectives, asset allocation for individuals and institutions, and
balancing risk against performance...
from Investopedia

6. AGILE PORTFOLIO

7. TRADITIONAL PORTFOLIO MANAGEMENT IS NO
LONGER WORKING
EVERYTHING IS CHANGING TOO FAST
BUDGET
SCOPE
PRIORITIES
RESOURCES

9. AGILE AS A MENTALITY FOR CONTINUOUS VALUE DELIVERY

13. AGILE
PORTFOLIO
CONTINUUM

14. CONTINUOUS
BALANCING

15. HERDING DRAGONS
➤ PROJECT
➤ TALENT
➤ ASSET

16. AGILE PORTFOLIO MANAGEMENT
IS THE PROCESS OF BUILDING
TRUST BETWEEN PROJECTS AND
TOP MANAGEMENT

17. WHAT I THINK
I DO

18. WHAT I REALLY
DO

19. WHAT
SOMETIMES
HAPPENS

20. WHAT DO WE NEED FROM PORTFOLIO
SELECT RIGHT PROJECTS
INCREASE THROUGHPUT
INCREASE RELIABILITY
TRANSPARENCY
WE DO NEED IT FAST AND SO WE CAN CHANGE IT AT ANY POINT

22. SELECT RIGHT PROJECTS

23. YEARLY PLANNING DOES NOT MAKE SENSE

29. VALUE STREAM -
speed or volume
THROUGHPUT

30. TEAM PLAN PER VALUE STREAM

31. TEAM PLAN TEAM LEVEL

34. RELIABILITY BUFFER BALANCING – BUFFER PROTECTION INDEX

35. TRANSPARENCY
Key metrics
Who needs what data
Push vs Pull
Portfolio umbrella

36. SCRUM MASTER > PORTFOLIO
RALLY-JIRA (ANY) - OK FOR TEAM, TOO LOW LEVEL FOR PORTFOLIO
1-PAGERS - WEEKLY
RAG - MONTHLY
BUDGET - MONTHLY
MILESTONES (VALUE BASED) - WHEN CHANGED
TEAM MORALE
CROSS-CHECK PROJECT STATUS WITH PO/PM
FUTURE WORK AND RESTRICTIONS (TEAM PLAN)

37. PORTFOLIO > PORTFOLIO OWNER
VALUE DELIVERY (QUARTERLY)
BUDGET - MONTHLY
RAG - MONTHLY
GO TO GREEN PLAN
TEAM PLANS (PER PORTFOLIO, VALUE STREAM,
CATEGORY)

38. TEAM PLAN TEAM LEVEL

39. PORTFOLIO > PMO+EXEC
PF Budget - monthly
PG RAG - monthly
PG Go to Green Plan
Resource gaps
Rolling budget request - quarterly

40. ROLLING BUDGET REQUEST - WHAT WE EXPECT AND HOW MANY IDEAS WE HAVE

41. TEAM PLAN PER VALUE STREAM

42. AGILE
PORTFOLIO
UMBRELLA

45. THANK YOU!
Anna Obukhova
Agile Coach
Managing Partner
ScrumTrek
obukhova@scrumtrek.ru