Lean Portfolio Management (LPM) Jump Start

Jump Start Description

Purpose: Mature portfolio management by focusing on defining and aligning around business outcomes and optimizing team design.

We recommend having an Enterprise Business Agility Strategist or Lean Portfolio Management Coach available to coach your leaders & teams. They are also able to assist your organization at the team, program, portfolio and enterprise levels across several teams and projects.

  • Part 1: Lean Portfolio Management Overview
  • Part 2: Lean Portfolio Strategy & Outcomes
  • Part 3: LPM  Yearly or Quarterly Planning
    • Used to facilitate a quarterly LPM planning session with focus on demand management sessions and capacity/delivery alignment sessions


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Download Courseware  Part 1: EBA & Pillars Overview, EBA Assessment

Download Courseware  Part 2: Outcomes & OKRs

Download Courseware  Part 3: Org & Team Design Optimization

Download Courseware  Part 4: LPM Quarterly Planning

Enablement Videos

Learn how to deliver this workshop

Outcomes & OKRs| Part 1

Intro to outcomes, portfolio planning and defining 3 year and 1 year outcomes

Outcomes & OKRs | Part 2

Defining quarterly outcomes and the OKR cycle

Org/Team Design

A walk through the advanced topic of Demand/Delivery portfolios & how to design shared service teams with the 6 patterns.