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CONTINUOUS BALANCING - AGILE PORTFOLIO
APPROACH 
AGILE COACH
MANAGING PARTNER
SCRUMTREK
OBUKHOVA@SCRUMTREK.RU
ANNA OBUKHOVA
IT
MANAGEMENT
MBA (GLOBAL BUSINESS)
COACHING
PSYCHOLOGY
BIOLOGY
ANNA
OBUKHOVA
EDUCATION
NEUROLEADERSHIP
IN AGILE SINCE 2004
AGILE COACH
SCRUM, XP, KANBAN
LARGE SCALE
PROJECT/PROGRAM
AGILE PORTFOLIO
ANNA
OBUKHOVA
WORK
MANAGER
SAFE
CONTEXT
200 YEARS OLD SWISS BANK
100+ PROJECTS (30+ PROGRAMMES)
500 PEOPLE
4 CONTINENTS (DELIVERY AREAS)
14 LOCATIONS FROM JAPAN AND AUSTRALIA TO US, HEADQUARTERS IN LONDON
80 MLN USD/YEAR
Portfolio management is the art and science of making
decisions about investment mix and policy, matching investments
to objectives, asset allocation for individuals and institutions, and
balancing risk against performance...
from Investopedia
AGILE PORTFOLIO
TRADITIONAL PORTFOLIO MANAGEMENT IS NO
LONGER WORKING
EVERYTHING IS CHANGING TOO FAST
BUDGET
SCOPE
PRIORITIES
RESOURCES
AGILE AS A MENTALITY FOR CONTINUOUS VALUE DELIVERY
AGILE
PORTFOLIO
CONTINUUM
CONTINUOUS
BALANCING
HERDING DRAGONS
➤ PROJECT
➤ TALENT
➤ ASSET
AGILE PORTFOLIO MANAGEMENT
IS THE PROCESS OF BUILDING
TRUST BETWEEN PROJECTS AND
TOP MANAGEMENT
WHAT I THINK
I DO
WHAT I REALLY
DO
WHAT
SOMETIMES
HAPPENS
WHAT DO WE NEED FROM PORTFOLIO
SELECT RIGHT PROJECTS
INCREASE THROUGHPUT
INCREASE RELIABILITY
TRANSPARENCY
WE DO NEED IT FAST AND SO WE CAN CHANGE IT AT ANY POINT
SELECT RIGHT PROJECTS
YEARLY PLANNING DOES NOT MAKE SENSE
VALUE STREAM -
speed or volume
THROUGHPUT
TEAM PLAN PER VALUE STREAM
TEAM PLAN TEAM LEVEL
RELIABILITY BUFFER BALANCING – BUFFER PROTECTION INDEX
TRANSPARENCY
Key metrics
Who needs what data
Push vs Pull
Portfolio umbrella
SCRUM MASTER > PORTFOLIO
RALLY-JIRA (ANY) - OK FOR TEAM, TOO LOW LEVEL FOR PORTFOLIO
1-PAGERS - WEEKLY
RAG - MONTHLY
BUDGET - MONTHLY
MILESTONES (VALUE BASED) - WHEN CHANGED
TEAM MORALE
CROSS-CHECK PROJECT STATUS WITH PO/PM
FUTURE WORK AND RESTRICTIONS (TEAM PLAN)
PORTFOLIO > PORTFOLIO OWNER
VALUE DELIVERY (QUARTERLY)
BUDGET - MONTHLY
RAG - MONTHLY
GO TO GREEN PLAN
TEAM PLANS (PER PORTFOLIO, VALUE STREAM,
CATEGORY)
TEAM PLAN TEAM LEVEL
PORTFOLIO > PMO+EXEC
PF Budget - monthly
PG RAG - monthly
PG Go to Green Plan
Resource gaps
Rolling budget request - quarterly
ROLLING BUDGET REQUEST - WHAT WE EXPECT AND HOW MANY IDEAS WE HAVE
TEAM PLAN PER VALUE STREAM
AGILE

PORTFOLIO
UMBRELLA

THANK YOU!
Anna Obukhova
Agile Coach
Managing Partner
ScrumTrek
obukhova@scrumtrek.ru

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Prague Agile Kitchen, Anna Obukhova - Agile portfolio approach