The document discusses Lean Portfolio Management (LPM) as a strategy to enhance enterprise strategy through core strategy alignment and agile operations. It emphasizes the importance of good strategic themes, managing demand with a portfolio kanban system, and implementing a lean startup cycle to monitor investments and value. Furthermore, it encourages ongoing learning and certification in LPM to improve understanding and application of these concepts.

3. RICHARD KNASTER
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TODAY’S SPEAKERS

4. TODAY’S SPEAKERS
TINA BEHERS
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5. AGENDA

7. Adapted from Collins, James and William C. Lazier. Beyond
Entrepreneurship: Turning Your Business into a Great and Enduring
Company. Prentice Hall, 1992.
ENTERPRISE STRATEGY DRIVES THE PORTFOLIO’S STRATEGY

8. CREATE THE CORE
STRATEGY
JIRA ALIGN STRATEGY

10. LEAN PORTFOLIO MANAGEMENT WITH SAFE®
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11. WHY LEAN PORTFOLIO MANAGEMENT?

12. Strategy &
Investment
Funding
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Lean
Governance
Agile
Portfolio
Operations
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LPM HAS THREE MAIN RESPONSIBILITIES

13. Enterprise
Executives
Business
Owners
Enterprise
Architect
Enterprise
Executives
Enterprise
Architect
Business
Owners
Lean
Governance
Agile
Portfolio
Operations
Strategy &
Investment
Funding
FOCUS: STRATEGY AND INVESTMENT FUNDING

15. CONNECT PORTFOLIO TO THE ENTERPRISE W STRATEGIC THEMES
Good examples of Strategic Themes
• Increase shareholder wealth
• Maximize corporate value
• Appeal to a younger demographic (18-29)
• Reduce warehousing cost by 35%
Bad examples of Strategic Themes
(Retail eCommerce):

16. DEVELOP AND MAINTAIN PORTFOLIO VISION
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17. PERPETUAL OVERLOAD OF DEMAND VS. MATCHING DEMAND TO CAPACITY
Uncontrolled management of demand and
Work in Process (WIP) decreases
throughput.
The Portfolio Kanban system improves
transparency and ensures that demand
matches capacity by using Work in
Process (WIP) limits.
Unlimited work intake Demand managed by Kanban system
VS

18. PORTFOLIO KANBAN OVERVIEW
Portfolio Backlog Implementing DoneFunnel Reviewing Analyzing
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19. REVIEWING
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Influence future
performance
Leading indicators

20. ANALYZING
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Collaboration
Epic Owners
Team
Solution-System
Arch/Eng
Product and
Solution
Management
Business
Owners

21. IMPLEMENTING WITH THE LEAN STARTUP CYCLE
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22. MEASURE THE VALUE

23. MONITOR THE INVESTMENTS

24. ESTABLISH LEAN BUDGET GUARDRAILS
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26. TAKEAWAYS

27. KEEP THE CONVERSATION GOING…
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28. LEARN MORE ABOUT SAFE AND LPM

29. TAKE AN LPM COURSE
https://www.scaledagile.com/certification/courses/lean-portfolio-management/
Learn more and register here: