The document discusses agile program and portfolio management. It begins by stating that adopting agile practices requires organizational transformation, not just overlaying processes. It then covers topics like agile competencies across different levels (team, program, portfolio, enterprise), managing work across time horizons (continuous, daily, iteration, release, strategic), and using story maps to decompose work from epics to features to user stories. Finally, it discusses key aspects of agile such as sprinting, velocity, and prioritizing minimally marketable features.

1. Agile Program and Portfolio
Management
Mike Cottmeyer, Enterprise Agile Coach
LeadingAgile, LLC

2. Mike Cottmeyer
mike@leadingagile.com
404.312.1471
www.leadingagile.com
twitter.com/mcottmeyer
facebook.com/leadingagile
linkedin.com/in/cottmeyer

3. Before We Start...

4. Before We Start...
This is not a process overlay for
your existing organization...

5. Before We Start...
Organiza(onal+
Transforma(on+
Personal+ Adopt++
Transforma(on+ Prac(ces+

6. Before We Start...
Organiza(onal+
Transforma(on+
Personal+ Adopt++
Transforma(on+ Prac(ces+

7. Before We Start...
Organiza(onal+
Transforma(on+
Strategic
Personal+ Adopt++
Transforma(on+ Prac(ces+ Release
Iteration
Daily
Continuous

8. Before We Start...
Organiza(onal+
Transforma(on+
Strategic
Personal+ Adopt++
Transforma(on+ Prac(ces+ Release
Iteration
Daily
Continuous

9. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

10. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

11. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

12. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

13. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

14. Agile Competencies
• Product Definition
• Planning & Coordination
• Delivery Practices
• Continuous Improvement
• Organizational Enablement

15. Competencies at Scale
• Team
• Multi-Team
• Program
• Portfolio
• Enterprise

16. Team Agility
Scrum
Team

17. Multi-Team Agility
Scrum Scrum
Team Team

18. Multi-Team Agility
Scrum Scrum Scrum
Team Team Team

19. Multi-Team Agility
Scrum Scrum Scrum Scrum
Team Team Team Team

20. Program Agility
Product
Team
Scrum Scrum Scrum Scrum
Team Team Team Team

21. Program Agility
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

22. Portfolio Agility
Portfolio
Team
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

23. Enterprise Agility
Strategy Portfolio
Support
Team Team
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

24. Competencies in Time
• Continuous
• Daily
•
Strategic
Iteration
• Release Release
• Strategic
Iteration
Daily
Continuous

25. Competencies in Time
• Continuous
• Daily
• Iteration
Strategic
• Release Release
• Strategic
Iteration
Daily
Continuous

26. Competencies in Time
• Continuous
• Daily
• Iteration
Strategic
• Release Release
• Strategic
Iteration
Daily
Continuous

27. Competencies in Time
• Continuous
• Daily
• Iteration
Strategic
• Release Release
• Strategic
Iteration
Daily
Continuous

28. Competencies in Time
• Continuous
• Daily
• Iteration
Strategic
• Release Release
• Strategic
Iteration
Daily
Continuous

29. Competencies in Time
• Continuous
• Daily
• Iteration
Strategic
• Release Release
• Strategic
Iteration
Daily
Continuous

30. Incremental vs. Iterative
Courtesy of Jeff Patton

31. Incremental vs. Iterative
Incremental
Courtesy of Jeff Patton

32. Incremental vs. Iterative
Incremental
Iterative
Courtesy of Jeff Patton

33. Transformation Life-Cycle
Incrementing and
Iterating the Agile
Enterprise
•
Organiza(onal+
Change physical Transforma(on+
structures and
introduce teams
• Teach people new
Personal+ Adopt++
practices and ways Transforma(on+ Prac(ces+
of working
• Help people
internalize the
value system

34. Adoption/Transformation Cycle
Organizational
Transformation
• Establish top to
Organiza(onal+
bottom structure Transforma(on+
and roadmap
• Incrementally make
changes and
Personal+ Adopt++
establish teams Transforma(on+ Prac(ces+
• Define policies
and working
agreements
between teams

35. Adoption/Transformation Cycle
Adopting Practices
•Sprint planning,
daily stand-ups,
Organiza(onal+
product reviews, Transforma(on+
and retrospectives
•Identify and train a
Product Owner
Personal+ Adopt++
and ScrumMaster Transforma(on+ Prac(ces+
•Teach TDD, CI,
Story Maps, and
MMF

36. Adoption/Transformation Cycle
Personal
Transformation
• Develop an ability
Organiza(onal+
to deal with Transforma(on+
uncertainty and
adaptation
• Help people work
Personal+ Adopt++
toward common Transforma(on+ Prac(ces+
organizational goals
• Help foster
empathy, trust, and
teamwork

37. Projects, Programs, Portfolios

38. Agile Project Management
Scrum Scrum Scrum Scrum
Team Team Team Team

39. Agile Program Management
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

40. Agile Portfolio Management
Portfolio
Team
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

41. Enterprise Portfolio Management
Strategy Portfolio
Support
Team Team
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

42. How is Agile Different?
Business Agility at the Portfolio Level
• Want our investment portfolio to respond to
the needs of changing market conditions
• We need the ability as an organization to
respond to changing market conditions

43. Foundational Stuff...
The Anatomy of Agile Teams

44. Agile Teams
• Who’s involved?
• Dependencies
• Backlog
• Velocity
• Accountability

45. Scrum
Team

46. Scrum
Team Developers

47. Scrum
Team Developers
Testers

48. Analysts
Scrum
Team Developers
Testers

49. Analysts
UX Scrum
Team Developers
Testers

50. Analysts
Lead Scrum
Team Developers
Testers

51. Analysts
Lead Scrum
Team Developers
ScrumMaster
Testers

52. Product Owner
Analysts
Lead Scrum
Team Developers
ScrumMaster
Testers

53. Foundational Stuff...
Time, Cost, and Scope

54. Scope
Time Cost

55. Time Cost
Scope

56. Time Cost
Risk
Scope

57. Time Cost
Value
Scope

58. Managing Variable Scope
How to deal with making commitments when scope is
constantly changing

59. Story Maps

60. Epics collections of features, typically 1-3 months in
Epic duration. Epics span releases. Epics can span more than
one team. These are the things senior leadership cares
about.

61. Epics collections of features, typically 1-3 months in
Epic duration. Epics span releases. Epics can span more than
one team. These are the things senior leadership cares
about.
Features are smaller than epics, typically 2-4 weeks in
Feature duration. Features are contained within releases. Features
are contained within a team. These are what the Product
Owner Cares about.

62. Epics collections of features, typically 1-3 months in
Epic duration. Epics span releases. Epics can span more than
one team. These are the things senior leadership cares
about.
Features are smaller than epics, typically 2-4 weeks in
Feature duration. Features are contained within releases. Features
are contained within a team. These are what the Product
Owner Cares about.
User Stories are the smallest increment of value, typically
User
less than a week. User Stories are contained within sprint.
Story
These are the things Engineering Management Cares
about.

63. Story Maps visually show the
Epic relationship between User
Stories and Business Value
Feature Feature Feature Feature
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story

64. Story Maps start with the
Epic identification of larger, more
strategic organizational
goals

65. Epics are decomposed into
Epic Features that describe the
value added into the product
Feature

66. Epics are decomposed into
Epic Features that describe the
value added into the product
Feature Feature

67. Epics are decomposed into
Epic Features that describe the
value added into the product
Feature Feature Feature

68. Epics are decomposed into
Epic Features that describe the
value added into the product
Feature Feature Feature Feature

69. Features are decomposed
Epic into User Stories that are
thin slices of value added
into the system
Feature Feature Feature Feature
User
Story
User
Story
User
Story
User
Story

70. Features are decomposed
Epic into User Stories that are
thin slices of value added
into the system
Feature Feature Feature Feature
User User
Story Story
User User
Story Story
User User
Story Story
User User
Story Story

71. Features are decomposed
Epic into User Stories that are
thin slices of value added
into the system
Feature Feature Feature Feature
User User User
Story Story Story
User User User
Story Story Story
User User User
Story Story Story
User User User
Story Story Story

72. Features are decomposed
Epic into User Stories that are
thin slices of value added
into the system
Feature Feature Feature Feature
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story

73. Minimally Marketable
Features

74. User Stories are estimated in
Epic relative units of measure
called Story Points
Feature Feature Feature Feature
User 3 User 1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

75. Story Points can be added
Epic up to size Features
11 7 12 8
Feature Feature Feature Feature
User 3 User 1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

76. 38 Feature Points can be added
Epic up to size Epics
11 7 12 8
Feature Feature Feature Feature
User 3 User 1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

77. 38 Our Goal is to build the
Epic smallest system possible to
deliver the value in the Epic
11 7 12 8
Feature Feature Feature Feature
User 3 User 1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

78. 38 We continuously evaluate
Epic the Story Map to determine
the Minimally Marketable
Feature
11 7 12 8
Feature Feature Feature Feature
User 3 User 1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

79. 38 We continuously evaluate
Epic the Story Map to determine
the Minimally Marketable
Feature
11 7 12 8
Feature Feature Feature Feature
User 3 User
1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

80. 26 When we focus on Minimally
Epic Marketable Features, we
deliver Business Value early
10 4 5 7
Feature Feature Feature Feature
User 3 User
1 User 2 User 1
Story Story Story Story
User 2 User 3 User 5 User 3
Story Story Story Story
User 5 User 2 User 3 User 2
Story Story Story Story
User
1 User 1 User 2 User 2
Story Story Story Story

81. Essential View #1
Velocity & Burndown

82. Sprinting

83. Minimally Marketable
Features feed the
prioritization of our Sprint
Planning
Story Backlog Task Backlog In Process Task Done Story Done

84. Identify the User Story most
likely to contribute to the
MMF and build that one first
Story Backlog Task Backlog In Process Task Done Story Done

85. Identify the User Story most
likely to contribute to the
MMF and build that one first
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story

86. Pull User Stories in priority
order focusing on delivering
complete MMFs
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story

87. Pull User Stories in priority
order focusing on delivering
complete MMFs
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story
2
User
Story

88. It’s okay to work User
Stories across MMFs if that
is what the Product Owner
needs
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story
2
User
Story

89. It’s okay to work User
Stories across MMFs if that
is what the Product Owner
needs
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story
2
User
Story
1
User
Story

90. The team uses its past
velocity to determine how
many stories go in the Sprint
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3
User
Story
2
User
Story
1
User
Story

91. The Team breaks each User
Story down into Tasks
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3 Task Task
User
Story
Task
2
User
Story
1
User
Story

92. The Team breaks each User
Story down into Tasks
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3 Task Task
User
Story
Task
2 Task Task
User
Story Task
Task
1
User
Story

93. The Team breaks each User
Story down into Tasks
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3 Task Task
User
Story
Task
2 Task Task
User
Story Task
Task
Task Task
1
User
Story Task Task

94. And estimates each Task in
Real Hours so they can
assess if they can make a
solid Commitment to Deliver
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3 Task
8 16
Task
User
Story
Task 8
2 Task Task
User
Story Task
Task
Task Task
1
User
Story Task Task

95. And estimates each Task in
Real Hours so they can
assess if they can make a
solid Commitment to Deliver
Planned Team Velocity = 6 points
Story Backlog Task Backlog In Process Task Done Story Done
3 Task
8 16
Task
User
Story
Task 8
2 Task16 Task
2
User 8
Story 4 Task
Task
Task Task
1
User
Story Task Task

96. And estimates each Task in
Real Hours so they can
assess if they can make a
solid Commitment to Deliver
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
3 Task
8
Task
16
User
Story
Task 8
2 Task16 Task
2
User 8
Story 4 Task
Task
8
Task Task 4
1
User
16 8
Story Task Task

97. At the beginning of the
Sprint, The Team pulls Tasks
from the top of the Task
Backlog
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
3 Task 8
User
Story 8
Task16
Task
2 Task16 Task
2
User 8
Story 4 Task
Task
8
Task Task 4
1
User
16 8
Story Task Task

98. Tasks move across the Story
Board until there is a
completed User Story.
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
3 Task 8
User
Story 8
Task16
Task
2 Task16 Task
2
User 8
Story 4 Task
Task
8
Task Task 4
1
User
16 8
Story Task Task

99. Tasks move across the Story
Board until there is a
completed User Story.
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
3 Task 8
User
Story Task16
Task 8
2 Task16 Task
2
User
8
Story 4 Task
Task
8
Task Task 4
1
User 8
16 Task
Story Task

100. Tasks move across the Story
Board until there is a
completed User Story.
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
Task 8 3
User
Task16 Story
Task 8
2 Task16 Task
2
User
8
Story 4 Task
Task
8
Task Task 4
1
User 8
16 Task
Story Task

101. The Team works from the
top of the Story Board,
Swarming to get User
Stories across the board as
fast as possible .
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
Task 8 3
User
Task16 Story
Task 8
2 Task16 Task
2
User
8
Story 4 Task
Task
8
Task Task 4
1
User 8
16 Task
Story Task

102. The Team works from the
top of the Story Board,
Swarming to get User
Stories across the board as
fast as possible .
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
Task 8 3
User
Task16 Story
Task 8
2
Task16 Task 2
8 User
4 Task Story
Task
8
Task Task 4
1
User 8
16 Task
Story Task

103. The Team works from the
top of the Story Board,
Swarming to get User
Stories across the board as
fast as possible .
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
Task 8 3
User
Task16 Story
Task 8
2
Task16 Task 2
8 User
4 Task Story
Task
8
Task Task 4
1
User 16 Task
8
Story Task

104. Until the entire Sprint has
been delivered to the
Product Owner.
Planned Team Velocity = 6 points
Planned Estimated Hours = 98
hours
Story Backlog Task Backlog In Process Task Done Story Done
Task 8 3
User
Task16 Story
Task 8
2
Task16 Task 2
8 User
4 Task Story
Task
Task
8
Task 4
1
User
8
Story
16 Task
Task

105. Measuring Progress

106. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

107. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

108. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

109. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

110. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

111. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

112. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

113. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

114. From a Metrics perspective,
we Burn Down hours to
make sure the sprint is on
track
38 96
6
Release Burndown Sprint Burndown Velocity Trend

115. From a Metrics perspective,
we Burn Down points to
make sure the Release is on
track
38 96
6
6
Release Burndown Sprint Burndown Velocity Trend

116. From a Metrics perspective,
we Burn Down points to
make sure the Release is on
track
38 96
8
6
6
Release Burndown Sprint Burndown Velocity Trend

117. We track Velocity Trend to
make sure the team is
delivering in a Predictable
manner
38 96
8
6
6 5
Release Burndown Sprint Burndown Velocity Trend

118. When the Release is ready to
deliver, The Team has
completed the highest
priority User Stories, against
the highest priority
Features ,against the highest
priority Epics.
38 96
8
6
6 5
Release Burndown Sprint Burndown Velocity Trend

119. When the Release is ready to
deliver, The Team has
completed the highest
priority User Stories, against
the highest priority
Features ,against the highest
priority Epics.
Everyone is focused on
delivering value early and
often!
38 96
8
6
6 5
Release Burndown Sprint Burndown Velocity Trend

120. Essential View #2
Roadmap Over Time

121. Planning Horizons

122. Q1 Q2 Q3 Q4

123. Road-mapping

124. Q1 Q2 Q3 Q4
Epic

125. Q1 Q2 Q3 Q4
Epic Epic

126. Q1 Q2 Q3 Q4
Epic Epic Epic

127. Q1 Q2 Q3 Q4
Epic Epic Epic Epic

128. Q1 Q2 Q3 Q4
Epic Epic Epic Epic Epic

129. Q1 Q2 Q3 Q4
Epic Epic Epic Epic Epic Epic

130. Q1 Q2 Q3 Q4
Epic Epic Epic Epic Epic Epic Epic

131. Q1 Q2 Q3 Q4
Epic Epic Epic Epic Epic Epic Epic Epic

132. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic

133. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic

134. Progressive Elaboration

135. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature

136. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature

137. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature

138. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature

139. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User
Story Story
User User
Story Story

140. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User
Story Story Story Story
User User User
Story Story Story

141. Dealing with Risk

142. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User
Story Story Story Story
User User User
Story Story Story
Risk Risk

143. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User
Story Story Story Story Story Story
User User User
Story Story Story
Risk Risk

144. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User
Story Story Story Story Story Story
User User User
Story Story Story
Risk Risk Risk Risk

145. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Risk Risk Risk Risk

146. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Risk Risk Risk Risk Risk

147. Release Spikes

148. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Spike Spike
Risk Risk Risk Risk Risk

149. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Spike
Spike Spike
Risk Risk Risk Risk Risk

150. Budgeting vs. Estimating

151. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Spike
Spike Spike
Risk Risk Risk Risk Risk

152. Essential View #3
Flow

153. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

154. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

155. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

156. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

157. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

158. Key Concepts
• Flow
• Kanban
• Value Streams
• Small Batches
• WIP Limits

159. n-Tier Model

160. Enterprise Portfolio Model
Strategy Portfolio
Support
Team Team
Product Product
Team Team
Scrum Scrum Scrum Scrum
Team Team Team Team

161. Story Backlog Task Backlog In Process Task Done Story Done
Tier 1 - Scrum

162. Analysis Design Build Test Deploy
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
Tier 1 - Scrum

163. Inception Elaboration Construction Transition
Tier 3 - Kanban
Analysis Design Build Test Deploy
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
Tier 1 - Scrum

164. Features are decomposed
Epic into User Stories that are
thin slices of value added
into the system
Feature Feature Feature Feature
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story
User User User User
Story Story Story Story

165. Inception Elaboration Construction Transition
Tier 3 - Kanban
Analysis Design Build Test Deploy
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
User Story
Tier 1 - Scrum

166. Inception Elaboration Construction Transition
Tier 3 - Kanban
Analysis Design Build Test Deploy
Feature
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
User Story
Tier 1 - Scrum

167. Inception Elaboration Construction Transition
Epic
Tier 3 - Kanban
Analysis Design Build Test Deploy
Feature
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
User Story
Tier 1 - Scrum

168. Kanban creates a Pull System
across the entire portfolio that is
limited by your Actual Capacity

169. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Story Backlog Task Backlog In Process Task Done Story Backlog

170. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Story Backlog Task Backlog In Process Task Done Story Backlog

171. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Story Backlog Task Backlog In Process Task Done Story Backlog

172. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog

173. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog

174. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog

175. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
Spike

176. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
Spike
User Story
User Story

177. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
Spike
User Story
User Story

178. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 16
Task Task
Spike
User Story
8
User Story Task

179. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 16
Task Task
Spike
User Story
8
User Story Task

180. Inception Elaboration Construction Transition
Epic Epic
Analysis Design Build Test Deploy
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 16
Task Task
Spike
User Story
8
User Story Task

181. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 16
Task Task
Spike
User Story
8
User Story Task

182. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 16
Task Task
Spike
User Story
8
User Story Task

183. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task
Spike
User Story
8
User Story Task

184. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task
Spike
User Story
8
User Story Task

185. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task
Spike
User Story
8
User Story Task

186. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task
User Story Spike
8
User Story Task

187. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task
Spike
User Story 8 User Story
Task

188. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Task
8 Spike User Story
8 User Story
Task

189. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Task
8 Spike User Story
8 User Story
Task

190. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Task
8 Spike User Story
8 User Story
Task

191. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Task
8 Spike User Story
8 User Story
Task

192. Inception Elaboration Construction Transition
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Task
8 Spike User Story
8 User Story
Task

193. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike
User Story Task
8
User Story 8
Task

194. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike
User Story Task
8
User Story 8
Task

195. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike
User Story Task
8
User Story 8
Task

196. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
8 Task
Task Spike
User Story
User Story 8
Task

197. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike
User Story Task
8 User Story
8
Task

198. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature Feature
Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike
User Story Task
8 User Story
8
Task

199. Inception Elaboration Construction Transition
Epic
Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task Task
Spike Spike
User Story Task
8
User Story Task
8 User Story
User Story
8 8
Task Task

200. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
16
Task
Spike Spike
User Story
User Story Task
8 User Story
User Story
8
Task

201. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Spike
User Story Task
8
User Story 8
Task

202. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Spike
User Story Task
8
User Story 8
Task

203. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
8 Spike
Task
User Story 8
User Story
Task

204. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
8 Spike
Task
User Story 8 User Story
Task

205. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Task
8 Spike
User Story 8 User Story
Task

206. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Task
8 Spike
8 User Story User Story
Task

207. Inception Elaboration Construction Transition
Epic Epic Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Task
8 Spike
8 User Story User Story
Task

208. Inception Elaboration Construction Transition
Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8
Task
Task
8 Spike
8 User Story User Story
Task

209. Inception Elaboration Construction Transition
Epic Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 8
Task Task
Task
Spike 8 8 Spike
Task Task
User Story User Story 8 User Story User Story
8 8 Task
Task Task

210. Bottlenecks &
Dependencies

211. Inception Elaboration Construction Transition
Epic Epic Epic
Epic
Analysis Design Build Test Deploy
Feature
Feature Feature
Feature Feature
Feature
Story Backlog Task Backlog In Process Task Done Story Backlog
8 8
Task Task
Task
Spike 8 8 Spike
Task Task
User Story User Story 8 User Story User Story
8 8 Task
Task Task

212. Essential View #4
Progress

213. Assessing Progress
How do we visualize progress to the rest of the
organization
• Start
• End
• Budget
• SWAG
• Estimate
• Actual
• % Complete

214. Planned Planned
Progress Budget Estimate Detail Start End

215. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5

216. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4

217. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2

218. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3

219. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

220. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

221. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

222. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

223. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

224. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

225. Pulling it all together

226. Transforming the Organization
Organiza(onal+
Transforma(on+
Personal+ Adopt++
Transforma(on+ Prac(ces+

227. Transforming the Organization
Organiza(onal+
Transforma(on+
Personal+ Adopt++
Transforma(on+ Prac(ces+

228. Transforming the Organization
Organiza(onal+
Transforma(on+
Strategic
Personal+ Adopt++
Transforma(on+ Prac(ces+ Release
Iteration
Daily
Continuous

229. Transforming the Organization
Organiza(onal+
Transforma(on+
Strategic
Personal+ Adopt++
Transforma(on+ Prac(ces+ Release
Iteration
Daily
Continuous

230. Everyone is focused on
delivering value early and
often!
38 96
8
6
6 5
Release Burndown Sprint Burndown Velocity Trend

231. Q1 Q2 Q3 Q4
Arch Arch Arch Arch Arch Arch Arch Arch
Epic Epic Epic Epic Epic Epic Epic Epic
Feature Feature Feature Feature Feature Feature Feature
User User User User User User User
Story Story Story Story Story Story Story
User User User
Story Story Story
Spike
Spike Spike
Risk Risk Risk Risk Risk

232. Inception Elaboration Construction Transition
Epic
Tier 3 - Kanban
Analysis Design Build Test Deploy
Feature
Tier 2 - Kanban
Story Backlog Task Backlog In Process Task Done Story Done
User Story
Tier 1 - Scrum

233. Planned Planned
Progress Budget Estimate Detail Start End
Epic
300 280 325 Sprint 1 Sprint 5
Feature 16 19 21 Sprint 2 Sprint 4
User
Story 5 8 8 Sprint 2 Sprint 2
User
Story 3 3 5 Sprint 3 Sprint 3
User
Story 8 8 8 Sprint 4 Sprint 4

234. Guitar Mummies
Source: http://www2.gibson.com/news-lifestyle/features/en-us/219-gibson-custom.aspx