The document discusses lean and agile portfolio management. It notes that companies often develop the wrong features in projects that take too long. It advocates using the same lean principles at the portfolio level as at the agile team level, including having a shared product ownership model across the company. The document outlines four principles for successful portfolio management: understand customer value, understand information flow, keep goals and progress visible, and use simple unified tools. It provides examples of tools that can be used for portfolio management.

1. Lean, Agile Development and tools
for Portfolio management
lasse.mikkonen@contribyte.fi

2. The Portfolio Challenge
Customer
Sales
Program
Manager
Development
Teams

3. The Portfolio Challenge
Impact
Companies end up developing wrong features in way too long projects

4. Shared Product Ownership in
a Company
Epic
Epic
Epic
Epic
Epic
User Story
Error
Documentation
User Story
User Story
Feature
User Story
Feature
Feature
Theme
Theme
Theme
Task
Task
Task
User Story
User Story
Error
Documentation
User Story
Company
Strategy
Roadmap Product
Backlog
Sprint
Backlog
VP of Product
Management
Product Manager(s)
Product Owner(s)
Teams

5. So what’s the difference compared to
Lean and Scrum principles?
Well working Portfolio Management is just using very
same Lean methods in Program level than in Agile
Team sprint level backlog.

6. The Lean and Agile Portfolio
Customer Sales
Teams on
DevOps
Co-Op
http://www.informit.com/articles/article.aspx?p=1928232
Theme
Theme
Theme
Company
Strategy
Guidance Product
DOowcnuemr entation
User Story
Product
Owner
User Story
Feature
User Story
Feature
Feature
Product
Backlog
User Story
Error
Product
Owner
Documentation
User Story
Product
User Story
Owner Feature
Pull
User Story
Feature
Feature
Product
Backlog

7. 4 Principles for successful Portfolio Management
Makes the Difference
Understand customer value
User Stories & Systems Thinking in
all levels of organization
““AAss aa uusseerr,, II wwaanntt ttoo......””

8. 4 Principles for successful Portfolio Management
Makes the Difference
Understand customer value User Stories & Systems Thinking in
all levels of organization
Understand information flow from Management to Developers
and Operations
“As a user, I want to...”

9. 4 Principles for successful Portfolio Management
Makes the Difference
Keep goals and progress visible
Publish Data in intra and
give feed back
Understand information flow
from Management to Developers
and Operations
Understand customer value
User Stories & Systems Thinking in
all levels of organization
“As a user, I want to...”

10. 4 Principles for successful Portfolio Management
Makes the Difference
Keep goals and progress visible
Publish Data in intra and
give feed back
Understand information flow
from Management to Developers
and Operations
Understand customer value
User Stories & Systems Thinking in
all levels of organization
Use simple & unified tools
All different level Backlogs in
same tool
“As a user, I want to...”
Ep
ic
Ep
ic
Ep
ic
Ep
ic
Ep
ic
User
Story
Error
Documentati
on
User Story
User Story
Featur
e
User
Story
Featur
e
Featur
e
Th
e
m
e
Th
e
m
e
Th
e
m
e
Task
Task
Task
User
Story
User
Story
Error
Documentati
on
User
Story
Compan
y
Strategy
Roadma
p
Product
Backlog
Sprint
Backlog

11. Frameworks
How to get management
commitment to
development

12. Best tools are not always the Strongest and Biggest

13. Portfolio Management – VersionOne

14. Portfolio Management - Rally

15. Portfolio Management – Team Foundation Server

16. Portfolio Management – Atlassian Jira

17. Portfolio Management - Rally