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Align to Strategy with Portfolio Management & Jira Align

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As your strategic planning group edges closer to the end of the traditional 2020 planning period, Portfolio Managers' work begins in earnest to start prioritizing the long list of wishes from your intake process, aligning them to the strategic funding buckets, and forecasting how much can be achieved.

How does your organization select the “most bestest” ideas, align them with strategy and begin to prioritize that long list into an achievable set of value to be delivered to the organization?

Join us to learn how Jira Align can help you achieve this, using Lean Portfolio Management practices.

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Align to Strategy with Portfolio Management & Jira Align

  1. 1. RICHARD KNASTER • • • • TODAY’S SPEAKERS
  2. 2. TODAY’S SPEAKERS TINA BEHERS • • • • •
  3. 3. AGENDA
  4. 4. Adapted from Collins, James and William C. Lazier. Beyond Entrepreneurship: Turning Your Business into a Great and Enduring Company. Prentice Hall, 1992. ENTERPRISE STRATEGY DRIVES THE PORTFOLIO’S STRATEGY
  5. 5. CREATE THE CORE STRATEGY JIRA ALIGN STRATEGY
  6. 6. LEAN PORTFOLIO MANAGEMENT WITH SAFE®  
  7. 7. WHY LEAN PORTFOLIO MANAGEMENT?
  8. 8. Strategy & Investment Funding        Lean Governance Agile Portfolio Operations    LPM HAS THREE MAIN RESPONSIBILITIES
  9. 9. Enterprise Executives Business Owners Enterprise Architect Enterprise Executives Enterprise Architect Business Owners Lean Governance Agile Portfolio Operations Strategy & Investment Funding FOCUS: STRATEGY AND INVESTMENT FUNDING
  10. 10. CONNECT PORTFOLIO TO THE ENTERPRISE W STRATEGIC THEMES Good examples of Strategic Themes • Increase shareholder wealth • Maximize corporate value • Appeal to a younger demographic (18-29) • Reduce warehousing cost by 35% Bad examples of Strategic Themes (Retail eCommerce):
  11. 11. DEVELOP AND MAINTAIN PORTFOLIO VISION • • • • •
  12. 12. PERPETUAL OVERLOAD OF DEMAND VS. MATCHING DEMAND TO CAPACITY Uncontrolled management of demand and Work in Process (WIP) decreases throughput. The Portfolio Kanban system improves transparency and ensures that demand matches capacity by using Work in Process (WIP) limits. Unlimited work intake Demand managed by Kanban system VS
  13. 13. PORTFOLIO KANBAN OVERVIEW Portfolio Backlog Implementing DoneFunnel Reviewing Analyzing • • • • • • • • • • • • • • • • • • • • • • • •
  14. 14. REVIEWING • • • • Influence future performance Leading indicators
  15. 15. ANALYZING • • • • • • • Collaboration Epic Owners Team Solution-System Arch/Eng Product and Solution Management Business Owners
  16. 16. IMPLEMENTING WITH THE LEAN STARTUP CYCLE   
  17. 17. MEASURE THE VALUE
  18. 18. MONITOR THE INVESTMENTS
  19. 19. ESTABLISH LEAN BUDGET GUARDRAILS 1 3 2 4
  20. 20. TAKEAWAYS
  21. 21. KEEP THE CONVERSATION GOING… • • • •
  22. 22. LEARN MORE ABOUT SAFE AND LPM
  23. 23. TAKE AN LPM COURSE https://www.scaledagile.com/certification/courses/lean-portfolio-management/ Learn more and register here:

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