Plusieurs organisations ont commencé à transformer leurs programmes et leurs équipes en mode agile, mais continuent toutefois à gérer leurs portefeuilles en mode traditionnel ou hybride, ce qui ralentit considérablement la transformation et la rend plus complexe et moins productive. La transformation Lean Agile est basée sur la pensée système ‘system thinking’. La gestion Lean Agile de portefeuille est une composante maîtresse pour réussir cette transformation. Après avoir clarifier le concept, les défis et les changements introduits par la gestion de portefeuille Lean Agile, selon SAFe, Je partage avec vous mes trois années d'expérience dans la mise en œuvre de SAFe au niveau de la gestion de portefeuille. Je vous présente les compétences nécessaires pour réussir cette transition à savoir : * État d'esprit Lean Agile * Gestion de Flux de valeur de bout en bout * Les rôles et le mode collaboratif * La Gouvernance, la cadence et les évènements de synchronisation * Bâtir une culture de changement par une gestion de changement itérative Ali Bentaleb

1. Transforming Your Portfolio
Management
For Lean Enterprise Using
SAFe
AGILE TOUR MONTREAL 2019
By Ali Bentaleb, Agile Transformation Coach
Ali Bentaleb - Agile Transformation Coach
B.Sc., MBA, CSP, SPC, RTE,SDP

2. Agile Tour Montreal • Ali Bentaleb • Nov. 2019
ALI BENTALEB,
MBA, CSP, SPC, RTE,SDP
AGILE TRANSFORMATION
COACH
METHODOLOGIST
Speaker
& Trainer
Coaching teenagers
to school success
Involved in
Community Service
Learner
Who Am I ?
Contact:
(514) 659-3313
linkedin.com/in/ali-bentaleb-b-sc-mba-pmp-csp-sm-
safe-spc-rte-sdp-5584616

3. Agile Tour Montreal • Ali Bentaleb • Nov. 2019
• Portfolio Management: Problem Statement
• What is the Solution?
• End to End Value Driven and Alignment
• What is SAFe Portfolio ?
• Why we need Lean Portfolio Management (LPM)?
• 10 steps to transform your portfolio management to LPM
Today's
Agenda
Agile Tour Montreal • Ali Bentaleb • Nov. 20191

4. Problem Statement 1: Agile and Portfolio Management
Does your portfolio look like this?
Strategic planning and Budgeting for next year
New initiatives & solutions
Annual Plan &
Budget
Next Year Identification
Do you like to be like this ?(4D Process)
Agile teams delivery with overload Backlog and
dependencies
Continuous Discovery and select
only viable ideas for next steps
Continuous Define and Refine, select only
what we need as solutions for next step and
respect of delivery capacity
The most of the product development finish
and deliver to customer and have feedback
Annual Plan & budget Agile Project Delivery
Discover Define Product Develop & Deliver
3 Inspired from Delane consul2ng& Talent Management‘s document
Agile Tour Montreal • Ali Bentaleb • Nov. 2019

5. BUSINESS PROJECT
BUSINESS PROJECT
TECHNICAL PROJECT
BUSINESS PROJECT
BUSINESS PROJECT
TECHNICAL PROJECT
BUSINESS PROJECT
BUSINESS PROJECT
TECHNICAL PROJECT
BUSINESS PROJECT
BUSINESS PROJECT
TECHNICAL PROJECT
ART alimented by more than
BU Portfolio
ART not synchronized
Strong Dependencies between
ARTs and other programs
Waterfall Portfolio planning
Annual Budget process and
Gate
Lean Agile & DevOps Continuous Delivery Pipeline
Problem Statement 2: Transformation & Portfolio Management
Are your transformation look like this?
233
377
987
432
610
466
233
377
987
432
610
466
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
OPS (2)
4

6. BUSINESS EPIC
BUSINESS EPIC
ENABLER EPIC
BUSINESS EPIC
ENABLER EPIC
BUSINESS EPIC
BUSINESS EPIC
ENABLER EPIC
BUSINESS EPIC
BUSINESS EPIC
ENABLER EPIC
ART alimented by one
Portfolio
ARTs are synchronized
Minimize Dependencies
between ARTs and other
programs
Continuous Portfolio
planning
Portfolio Cadence
Lean Agile & DevOps Continuous Delivery Pipeline
Problem Statement 2: Transformation & Portfolio Management
How to make your transformation look like this
233
377
987
432
610
466
377
987
432
610
466
Agile Tour Montreal • Ali Bentaleb • Nov. 20195

7. Shift to End to End
Value Driven
and Alignment
Agile Tour Montreal • Ali Bentaleb • Nov. 20198
SOLUTION:

8. STRATEGY
PORTFOLIO
DELIVERY
End to End Value Driven and Alignment
Agile Tour Montreal • Ali Bentaleb • Nov. 20199

9. End to End Value Driven and Alignment
STRATEGY
PORTFOLIO
SOLUTION
SOLUTION
SOLUTION
SOLUTION
CONTINUOUS DELIVERY PIPELINE
Agile Tour Montreal • Ali Bentaleb • Nov. 201910
PORTFOLIO
CONTINUOUS DELIVERY PIPELINE
SOLUTION
SOLUTION
SOLUTION

10. What is Lean Portfolio?
PORTFOLIO
Sales ToolsSOLUTION
SOLUTION
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
SOLUTION
DELIVERY VALUE STREAM
DELIVERY VALUE STREAM
DELIVERY VALUE STREAM
12
Meet Isaac Montgomery at SAFE Summit 2018

11. Example
Operational Value Stream supported
INSURANCE
PORTFOLIO
Sales Tools
Pricing
Admin
SOLUTION
SOLUTION
SOLUTION
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
Prospecting Illustration Proposal
Pricing, Risk &
Issue Contract
Policy Admin Claim
Claim SOLUTION
11

12. Lean
Governance
Why we need Lean Portfolio
Management?
- Connect the portfolio to enterprise strategy
- Maintain portfolio vision
- Fund Value Streams
- Establish portfolio flow
- Coordinate Value Streams
- Support program execution
- Drive operational excellence
- Forecast and budget dynamically
- Measure portfolio performance
- Coordinate continuous compliance
Strategy &
Investment
Funding
Agile Portfolio
Operations
Agile Tour Montreal • Ali Bentaleb • Nov. 201913

13. 10 Steps to Transform your
Portfolio to Lean Portfolio
Agile Tour Montreal • Ali Bentaleb • Nov. 201914

14. Onboard Senior Leaders and Executives
Right From The Start
New
Thinking New
Leadership
Style
New
Governance
New
Roles
New Way
Of Work
Change
Management
IT
Corporate
Change
Management
Business
Embrace the change
Adopt new culture
Lead the Transformation
Agile Tour Montreal • Ali Bentaleb • Nov. 201915

15. Design your ART around
Delivery Pipeline
Align you Delivery Pipeline
with your operational value
stream
Start Design your Art with ART
Portfolio Team
Minimize dependencies
between ARTs/programs
ART Portfolio Team
Essential SAFe
Need Minimum
Portfolio Functions
BU 1
BU 2
Manage program Epics Flow
Manage Multiple funding process
Coordinate train with the others
programs
Manage program dependencies
Manage Cadence
Program Epic
Kanban
Program Epic to Features
Agile Program
Agile Teams
Team of Agile Teams
Small value stream
Small solution
Delivery by one train
Self organizing
Cross functional
Dedicated T-shape
Agile Tour Montreal • Ali Bentaleb • Nov. 201916

16. Build the End To End Portfolio Management Flow
Strategic Themes
to Epic
Epic to Features
(MVP)
Features Refinement
(CE)
Dev to Staging
(CI)
Staging to
Production (CD)
Production to
Market
PERSEVERE Pivot
EVALUATE STOP
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
Epic done when no longer required
RELEASEDELIVERDEVELOPREFINEDEFINEDISCOVER
17

17. Bring Leaders to use the Flow with Program Execution
LPM Drive
Discover new opportunities
Define Epic Statement
Define MVP and solution Intent
Define Lean Business Case
Define LWIP
Define Program Capacity
Update Epic Roadmap
ART/Program Drive LPM/ART Drive
Release product
Measure leading
indicators
Feedback loop
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
Refine Features
Prioritize next PI, product vision and roadmap
PI Planning
PI Execution: Dev, Integration, Staging
Deploy to Production and monitoring
Strategic Themes
to Epic
Epic to Features
(MVP)
Features Refinement
(CE)
Dev to Staging
(CI)
Staging to
Production (CD)
Production to
Market
RELEASEDELIVERDEVELOPREFINEDEFINEDISCOVER
18

18. Synchronization Portfolio Cadence with PI
Portfolio Cadence
Portfolio Cadence
Deliver Pipeline Cadence
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
Strategic Themes
to Epic
Epic to Features
(MVP)
Features Refinement
(CE)
Dev to Staging
(CI)
Staging to
Production (CD)
Production to
Market
RELEASEDELIVERDEVELOPREFINEDEFINEDISCOVER
19
Deliver Pipeline Cadence

19. Review the next Objectives for
each program
Prioritize next MVP
Review capacity planning
Update the roadmap
2H
Portfolio Alignment
MVP Execution
Review Epic discovery
Remove impediment
Programs performance metrics
1H
MVP Execution
Review Epic discovery
Split Epic to ART
Roadmap and forecast
4 - 6H
Portfolio Events
Portfolio Sync
Strategy Review
Portfolio Sync
IP Interation
Interation 1
Interation 2
Interation 3
Interation 4
Agile Tour Montreal • Ali Bentaleb • Nov. 201920

20. VPS and Senior Leaders
Enterprise Architect
Epic owners
BO, PM
Portfolio Coach
2H
Portfolio Alignment
Portfolio Sync
VPS and Senior Leaders
RTEs/STEs
APMO
Transformation Coach
1H
Strategy Review
VPS and Senior Leaders
Enterprise Architect
Epic owners, BO, PM
Portfolio & transformation Coach
4-6H
Portfolio Roles
Portfolio Sync
IP Interation Interation 1
Interation 2
Interation 3
Interation 4
Agile Tour Montreal • Ali Bentaleb • Nov. 201921

21. Portfolio Calendar, KPI and Dashboard
Portfolio Sync
Strategy Review
Portfolio Alignment
IP Interation
Interation 1
Interation 2
Interation 3
Interation 4
Portfolio Sync
Pl1 Pl2 Pl3 Pl4
Agile Tour Montreal • Ali Bentaleb • Nov. 201922

22. Improve the Flow
Overview
Epic Category
Portfolio Thresholder
Capacity Allocation Planning
Roadmap and Forecast
Agile Tour Montreal • Ali Bentaleb • Nov. 201923

23. Improve the Flow
Portfolio Backlog
Run the business
60%
Grow the business
20%
Enablers
10%
Maintenance
10%
Epic
Category
Run the business
Grow the
business
Enablers
Maintenance
Agile Tour Montreal • Ali Bentaleb • Nov. 201924

24. Improve the Flow
Portfolio Threshold
Agile Tour Montreal • Ali Bentaleb • Nov. 201925

25. Improve the Flow
Capacity Allocation Planning
Agile Tour Montreal • Ali Bentaleb • Nov. 201926

26. Improve the Flow
Roadmap and Forecast
Agile Tour Montreal • Ali Bentaleb • Nov. 201927

27. Full Value streams and Lean Budgeting :
Next Steps (Multi-Year Journey)
Transform all the program into ART
Refine the value streams and trains
Funding the value stream
Use Portfolio canvas to maintain the portfolio as a Business model
Agile Tour Montreal • Ali Bentaleb • Nov. 201928

28. THANK YOU
Agile Tour Montreal • Ali Bentaleb • Nov. 2019

29. Questions
Agile Tour Montreal
Ali Bentaleb
Nov. 2019
Agile Tour Montreal • Ali Bentaleb • Nov. 201930

30. Agile Tour Montreal
Ali Bentaleb
Nov. 2019
Agile Tour Montreal • Ali Bentaleb • Nov. 2019
Contact:
(514) 659-3313
linkedin.com/in/ali-bentaleb-b-sc-mba-pmp-csp-sm-safe-spc-rte-sdp-5584616