A practical approach on Portfolio Management and prioritization at scale for Lean Business Agility. It combines experiences and practices to solve problems on: alignment of teams, giving autonomy whilst keeping teams aligned and focussed on results for the business.
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
Portfolio planning and prioritization at scale
1. Portfolio planning and prioritization
at scale
Jasper Sonnevelt
Twitter: @jaspersonnevelt
2. Problem 1: Autonomy, entrepreneurship, alignment
How to align Product Owners & teams to
organizational goals without telling them
what to do?
@jaspersonnevelt
3. From (department) purpose to tasks
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
Why?
Why?
Why?
Why?
(hours)Tasks
User story (days)
Team purpose (~1 year)
Goals (~1 year)
Department purpose (multiple years)
@jaspersonnevelt
4. From (department) purpose to tasks
@jaspersonnevelt
Department purpose
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
(hours)Tasks
User story (days)
Team purpose (~1 year)
Goals (~1 year)
(multiple years)
5. The Portfolio Wall
Makes work visible for the next 3-12 months
Creates focus on department goals
Aligns teams and is used to manage dependencies
@jaspersonnevelt
6. Portfolio walls are a great place to share
information about what we are actually
passionate about
@jaspersonnevelt
10. Portfolio Market Place
• Portfolio wall is updated
• New work is prioritized and added
• Changes are discussed
• At the end of the meeting everybody
knows what to focus on
So what does this
mean for my team?
What could we
swap it for?
New market
development! So
new work!
@jaspersonnevelt
11. TOPICS AT THE PORTFOLIO MARKET PLACE
Should we
redistribute our
capacity?
Should we
change which
teams work
on work
items?
Are we
delivering
fast
enough?
What epics do we
have prioritized to
reach these goals
Do we expect
the right
things to
happen?
Outcome Output Sourcing
These are the
goals we are
trying to achieve
Status of
KPI’s / Goals
Do we
need to
adjust?
@jaspersonnevelt
12. Problem 2: alignment on shared objectives
How to move from achieving
one team purpose to making the
whole department succesful?
@jaspersonnevelt
16. From (department) purpose to tasks
@jaspersonnevelt
Department purpose
Team goals (kpi’s) (quarter - year)
(multiple sprints)Epic
Feature (< sprint)
(hours)Tasks
User story (days)
Team purpose (~1 year)
Goals (~1 year)
(multiple years)
17. From (department) purpose to tasks
@jaspersonnevelt
Department purpose
Epic
Feature
Tasks
User story
Team goals
Team purpose
Goals
19. @jaspersonnevelt
Shifting the focus of the portfolio wall from a
team to goals changes the conversation from
individual contributions to collaborative wins
26. Results so far …
Better descisions (significantly)
Responsibility lower in the organization
Transparency: greater commitment to the goals
Business Agility has increased
Shift: business case -> internal entrepreneurship
Product Owners have more than one department/team focus
@jaspersonnevelt