Lean Portfolio Management Workshop by Tonex
This comprehensive Lean Portfolio Management Workshop, offered by Tonex, is designed to equip participants with the essential skills and knowledge needed to implement Lean principles and practices in portfolio management. Lean Portfolio Management (LPM) is a proven approach that enables organizations to optimize their portfolio, maximize value delivery, and enhance their agility in a rapidly changing business environment. Participants will gain practical insights, tools, and strategies to effectively manage portfolios, prioritize investments, and align strategic goals with execution.
Learning Objectives: Upon completion of the Lean Portfolio Management Workshop, participants will be able to:
- Learn the fundamentals of Lean Portfolio Management and its relevance in modern business.
- Apply Lean and Agile principles to optimize portfolio management processes.
- Implement a systematic approach to prioritize and select projects for maximum value.
- Align strategic objectives with portfolio execution for improved business outcomes.
- Utilize Lean tools and techniques to continuously improve portfolio performance.
- Develop a roadmap for implementing Lean Portfolio Management within their organization.
Audience: This workshop is designed for professionals, including executives, portfolio managers, product managers, business leaders, and Agile practitioners, who are involved in portfolio management or responsible for aligning strategic initiatives with project execution. It is ideal for individuals and teams looking to enhance their portfolio management capabilities and achieve greater agility in their organizations.
Course Outline:
Introduction to Lean Portfolio Management
- Understanding Lean Principles
- Overview of Portfolio Management
- Challenges in Traditional Portfolio Management
- Benefits of Lean Portfolio Management
- Lean Portfolio Management Framework
Lean Portfolio Strategy and Vision
- Creating a Portfolio Strategy
- Defining a Portfolio Vision
- Aligning with Organizational Goals
- Establishing Strategic Themes
- Building a Portfolio Kanban
Portfolio Prioritization and Selection
- Prioritization Techniques and Models
- Weighted Shortest Job First (WSJF)
- Economic Framework for Decision Making
- Agile Budgeting and Funding
- Portfolio Canvas and Hypotheses
Agile Portfolio Operations
- Value Stream Mapping in Portfolio
- Agile Release Trains (ARTs)
- Continuous Delivery Pipelines
- Portfolio Coordination and Dependencies
- Managing Flow and WIP Limits
Portfolio Governance and Compliance
- Governance Principles in Lean Portfolio Management
- Regulatory Compliance
- Portfolio Metrics and Reporting
- Inspect and Adapt Workshops
- Risk Management and Mitigation
Implementing Lean Portfolio Management
- Creating Implementation Roadmap
- Leading Change and Transformation
- Scaling Agile Practices
- Building High-Performing Teams
- Sustaining Lean Portfolio Management