Lean Portfolio Management
“Stop starting and start finishing”
Lean Portfolio Management is applying lean thinking to managing enterprise, program and product portfolios to provide a fast and flexible flow of high-value work. This approach focuses on delivering the most valuable work first while limiting work-in-process, limiting interruptions and aligning the work to the organization’s intended outcomes and team capacity.
Lean Portfolio Management prioritizes alignment and achievement of business outcomes over focusing on work and deliverables. It is a results-based approach incorporating adaptive planning in quarterly or less increments, high visibility and alignment, and inspection and validation of real results.
Problems We Are Solving
- Lack of alignment of the ‘work’ to the enterprise and portfolio ‘strategy’ and value expected
- Lack of clarity or alignment to business outcomes, focus is on deliverables and ‘output’
- High WIP (work in progress) and multi-tasking across projects
- Upfront funnel allows too many ‘un-qualified’ ideas to get approved
- No visibility into capacity or teams. Individuals matrixed across too many priorities
- Big planning upfront for the entire year with no adaptive planning shorter cycles
- Ideas are qualified and opportunities are evaluated using light weight lean startup and discovery methods
- Portfolio is aligned with Strategic Intent and defined Strategic Themes to guide the outcomes for the year
- Portfolio WIP is limited and aligned with capacity
- Portfolio leaders engage teams in quarterly planning and swarm around outcomes they can achieve within the quarter
- Funding shifts away from project-based model to investing in outcomes and budgeting based on program or value stream capacity
This pillar focuses on the below competencies. The Learn More links take customers and certified EBA Strategists to resources inside our measurement and growth platform, AgilityHealth. Use your AgilityHealth login to access.
Strategic Intent & Outcome Alignment
Strategic Intent helps us define and gain clarity on the overall ambitions and north star of our organization. Themes enable focus on the highest value outcomes for the year. Learn More
Quarterly Capacity & Demand Management
Business Outcome Alignment involves breaking down our Strategic Intent and Themes into smaller increments of Outcome Increments that can be achieved within a quarter or less. Learn More
Funding & Governance
Quarterly Capacity & Demand planning is about balancing demand (outcomes and Epics) with available team capacity, planning in quarterly increments (or less), creating a ‘pull’ system and making this process highly visible and collaborative. Learn More
Enterprise Business Agility Radar
The EBA Radar provides a holistic assessment for a portfolio or line of business around the 7 pillars needed to succeed.
Lean Portfolio Health Radar
This radar explores how well you’re managing your demand, aligning it with capacity, and providing lean governance across the portfolio.
Scaled Agile Framework Radars
The 8 AgilityHealth Scaled Agile Framework assessment radars provide a powerful way to assess maturity and business agility by digging deeper into the key dimensions for success and visualizing the results.
Related Radar Assessments
Related Workshops & Jump Starts
Outcomes Based Planning Jump Start
This jump start focuses on learning and adopting outcomes / OKR based planning across your Portfolio, Products and Teams to ensure alignment to strategy. Learn how to build measurable business outcomes at the 3 year, 1 year and quarterly levels. Leverage the AgilityHealth Outcomes Dashboard to align teams and make them visible. Embed outcomes check-in and reviews into existing cadences.
Lean Portfolio Management Overview for Leaders
This workshop is designed to help senior leaders understand the main concepts of Lean Portfolio Management and determine an implementation plan for how they can start rolling out key portfolio practices.
Building Measurable Outcomes with OKRs
Participants in this workshop will learn how to use Objectives & Key Results (OKRs) to bring alignment and focus to drive results across the teams within the organization and shift the focus from outputs to measurable outcomes aligned to strategy. This workshop is conducted as a collaborative working session.