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Portfolio planning and prioritization at scale

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A practical approach on Portfolio Management and prioritization at scale for Lean Business Agility. It combines experiences and practices to solve problems on: alignment of teams, giving autonomy whilst keeping teams aligned and focussed on results for the business.

Publié dans : Business
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Portfolio planning and prioritization at scale

  1. 1. Portfolio planning and prioritization at scale Jasper Sonnevelt Twitter: @jaspersonnevelt
  2. 2. Problem 1: Autonomy, entrepreneurship, alignment How to align Product Owners & teams to organizational goals without telling them what to do? @jaspersonnevelt
  3. 3. From (department) purpose to tasks Team goals (kpi’s) (quarter - year) (multiple sprints)Epic Feature (< sprint) Why? Why? Why? Why? (hours)Tasks User story (days) Team purpose (~1 year) Goals (~1 year) Department purpose (multiple years) @jaspersonnevelt
  4. 4. From (department) purpose to tasks @jaspersonnevelt Department purpose Team goals (kpi’s) (quarter - year) (multiple sprints)Epic Feature (< sprint) (hours)Tasks User story (days) Team purpose (~1 year) Goals (~1 year) (multiple years)
  5. 5. The Portfolio Wall Makes work visible for the next 3-12 months Creates focus on department goals Aligns teams and is used to manage dependencies @jaspersonnevelt
  6. 6. Portfolio walls are a great place to share information about what we are actually passionate about @jaspersonnevelt
  7. 7. @jaspersonnevelt Teams
  8. 8. @jaspersonnevelt
  9. 9. @jaspersonnevelt
  10. 10. Portfolio Market Place • Portfolio wall is updated • New work is prioritized and added • Changes are discussed • At the end of the meeting everybody knows what to focus on So what does this mean for my team? What could we swap it for? New market development! So new work! @jaspersonnevelt
  11. 11. TOPICS AT THE PORTFOLIO MARKET PLACE Should we redistribute our capacity? Should we change which teams work on work items? Are we delivering fast enough? What epics do we have prioritized to reach these goals Do we expect the right things to happen? Outcome Output Sourcing These are the goals we are trying to achieve Status of KPI’s / Goals Do we need to adjust? @jaspersonnevelt
  12. 12. Problem 2: alignment on shared objectives How to move from achieving one team purpose to making the whole department succesful? @jaspersonnevelt
  13. 13. SETTING PRIORITIES @jaspersonnevelt
  14. 14. Setting priorities @jaspersonnevelt Size: S = 1 week M = 2 weeks L = 4 weeks XL = 8 weeks XXL > 10 weeks Value Size
  15. 15. CHANGING THE PORTFOLIO WALL @jaspersonnevelt
  16. 16. From (department) purpose to tasks @jaspersonnevelt Department purpose Team goals (kpi’s) (quarter - year) (multiple sprints)Epic Feature (< sprint) (hours)Tasks User story (days) Team purpose (~1 year) Goals (~1 year) (multiple years)
  17. 17. From (department) purpose to tasks @jaspersonnevelt Department purpose Epic Feature Tasks User story Team goals Team purpose Goals
  18. 18. Department Purpose Department Goal Team Goal Team Goal Team Goal Department Goal Department Goal PBI PBI PBI PBI PBI PBI PBI PBI PBI PBI PBI PBI Team Purpose @jaspersonnevelt
  19. 19. @jaspersonnevelt Shifting the focus of the portfolio wall from a team to goals changes the conversation from individual contributions to collaborative wins
  20. 20. @jaspersonnevelt Goals Work in Teams
  21. 21. @jaspersonnevelt
  22. 22. Problem 3: alignment on shared objectives at scale How to sync teams across departments? @jaspersonnevelt
  23. 23. ALIGNING PORTFOLIO WALLS Across departments @jaspersonnevelt
  24. 24. Managing Dependencies @jaspersonnevelt
  25. 25. RESULTS @jaspersonnevelt
  26. 26. Results so far … Better descisions (significantly) Responsibility lower in the organization Transparency: greater commitment to the goals Business Agility has increased Shift: business case -> internal entrepreneurship Product Owners have more than one department/team focus @jaspersonnevelt
  27. 27. www.leankit.com Portfolio planning and prioritization at scale @jaspersonnevelt

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