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Program Portfolio Management
Introduction on what the SAFe framework says about it.
Fredrik Wiik
Scaled Agile Framework

Core values
- Code Quality
- Program Execution
- Alignment
- Transperancy

2
In SAFe - the train is the thing!

4
Portfolio level in SAFe.
Value streams reflect strategic intent for each program.
Value
streams

Agile Release Trains
Typical 50-125 pers/train

6
Portfolio level in SAFe.
Investment themes define intent and budget for each ART.
Value
streams

Investment
Themes

Agile Release Trains
Typical 50-125 pers/train

7
Portfolio level in SAFe.
A special investment theme for the portfolio backlog.
Value
streams

Investment
Themes

Agile Release Trains
Typical 50-125 pers/train

8
Portfolio level in SAFe.
Managed by Kanban systems with WIP limits.
Value
streams

Kanban

Investment
Themes

Portfolio
Backlog

Agile Release Trains
Typical 50-125 pers/train

9
Portfolio level in SAFe.
Portfolio vision with budgets for ART`s and portfolio Epics.
Value
streams

Business

Drivers

Investment
Themes

Business

Kanban

Portfolio
Vision
Drivers

Portfolio
Backlog

Agile Release Trains
Typical 50-125 pers/train

10
Centralized Strategy and localized execution
-Investment Themes drive strategy.
-Portfolio backlog stitches the themes
Together.

Portfolio
Backlog
Investment Theme
Driven Strategy

Portfolio Epics
Architectural
Features

Customer / Value Stream Feedback

Product
Management

Team Inputs

Program
Backlog

Local program content
decision-making based
on domain knowledge,
customer and team feedback.
12
Weighted Shortest Job First
User/Business Value + Time Criticality + RR/OE Value

WSJF = ------------------------------------------------------------------------Job Size

13
Program Portfolio Management
has the highest level decision-making responsibility in the framework
Program
Portfolio
Management

Typical roles
-Senior executives
-Senior solution
managers
-Line-of-Business

owners
-CTO
-Senior Development
Managers
-Program Management
Director

• Executives who bring necessary knowledge around
–
–
–
–

market knowledge
technology awareness
understanding of financial constrains
understanding of market conditions

• Stewards of Portfolio Vision.
• Drive product and solution strategy; manage
investments.
• Operational assistance may be delegated to PMO.

14
Program Portfolio Management
responsibilities

Strategy &
Investment Funding

Close the loop on
funding and program
execution; measures
and reporting
compliance.

Governance

Allocate and assure funding
to strategy

Program
Management

Drive, assist or support
program execution.

15
Program Portfolio Management
SAFe provides transformational patterns to ”agilean” PPM
From traditional approach

to ”agilean” approach

Centralized control

Decentralized decision-making

Project overload

Demand management, continuous value flow

Detailed project plans

Light-weight Epic only business cases

Centralized annual planning

Decentralized, rolling wave planning

Work Breakdown Structure

Agile estimating and planning

Project-controlled funding and control

Self organizing/managing Agile Release Trains
Objective, fact-based measures and mile stones.

Waterfall milestones
16
Agile Program Portfolio Management
enabling and fostering lean and agile practices for business results.

- Dencentralized decision-making

- Objective, fact-based
measures and milestones
Strategy &
Investment Funding

Governance

Program
Management

- Demand management; continuous
value flow
- Light Weight Epic Business Cases

- Decentralized, rolling-wave
planning
- Agile Estimating and
planning
- Self-managing Agile Release
Trains
17
Metrics
SAFe provides a set of objective,fact based measures.

Be careful, measures might hurt you!
http://scaledagileframework.com/metrics/

18

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SAFe portföljstyrning - Knowit 131205

  • 1. Program Portfolio Management Introduction on what the SAFe framework says about it. Fredrik Wiik
  • 2. Scaled Agile Framework Core values - Code Quality - Program Execution - Alignment - Transperancy 2
  • 3. In SAFe - the train is the thing! 4
  • 4. Portfolio level in SAFe. Value streams reflect strategic intent for each program. Value streams Agile Release Trains Typical 50-125 pers/train 6
  • 5. Portfolio level in SAFe. Investment themes define intent and budget for each ART. Value streams Investment Themes Agile Release Trains Typical 50-125 pers/train 7
  • 6. Portfolio level in SAFe. A special investment theme for the portfolio backlog. Value streams Investment Themes Agile Release Trains Typical 50-125 pers/train 8
  • 7. Portfolio level in SAFe. Managed by Kanban systems with WIP limits. Value streams Kanban Investment Themes Portfolio Backlog Agile Release Trains Typical 50-125 pers/train 9
  • 8. Portfolio level in SAFe. Portfolio vision with budgets for ART`s and portfolio Epics. Value streams Business Drivers Investment Themes Business Kanban Portfolio Vision Drivers Portfolio Backlog Agile Release Trains Typical 50-125 pers/train 10
  • 9. Centralized Strategy and localized execution -Investment Themes drive strategy. -Portfolio backlog stitches the themes Together. Portfolio Backlog Investment Theme Driven Strategy Portfolio Epics Architectural Features Customer / Value Stream Feedback Product Management Team Inputs Program Backlog Local program content decision-making based on domain knowledge, customer and team feedback. 12
  • 10. Weighted Shortest Job First User/Business Value + Time Criticality + RR/OE Value WSJF = ------------------------------------------------------------------------Job Size 13
  • 11. Program Portfolio Management has the highest level decision-making responsibility in the framework Program Portfolio Management Typical roles -Senior executives -Senior solution managers -Line-of-Business owners -CTO -Senior Development Managers -Program Management Director • Executives who bring necessary knowledge around – – – – market knowledge technology awareness understanding of financial constrains understanding of market conditions • Stewards of Portfolio Vision. • Drive product and solution strategy; manage investments. • Operational assistance may be delegated to PMO. 14
  • 12. Program Portfolio Management responsibilities Strategy & Investment Funding Close the loop on funding and program execution; measures and reporting compliance. Governance Allocate and assure funding to strategy Program Management Drive, assist or support program execution. 15
  • 13. Program Portfolio Management SAFe provides transformational patterns to ”agilean” PPM From traditional approach to ”agilean” approach Centralized control Decentralized decision-making Project overload Demand management, continuous value flow Detailed project plans Light-weight Epic only business cases Centralized annual planning Decentralized, rolling wave planning Work Breakdown Structure Agile estimating and planning Project-controlled funding and control Self organizing/managing Agile Release Trains Objective, fact-based measures and mile stones. Waterfall milestones 16
  • 14. Agile Program Portfolio Management enabling and fostering lean and agile practices for business results. - Dencentralized decision-making - Objective, fact-based measures and milestones Strategy & Investment Funding Governance Program Management - Demand management; continuous value flow - Light Weight Epic Business Cases - Decentralized, rolling-wave planning - Agile Estimating and planning - Self-managing Agile Release Trains 17
  • 15. Metrics SAFe provides a set of objective,fact based measures. Be careful, measures might hurt you! http://scaledagileframework.com/metrics/ 18