Agile Portfolio


Prerequisite: None

Agile portfolio enables organizations of any size to evaluate fit for purpose initiatives to determine funding, stopping, and delivering the right product and services at the right time.

Two (2) days instructor-led agile portfolio private course at the client’s location.




Duration: Two (2) days

The agile portfolio lab enables leaders in the organization to select the highest priority business value that will be delivered for the organization.


The following individuals will benefit from this course:

  • Portfolio Managers
  • Directors & managers
  • Line of business leaders
  • Vendors & Partners
  • Agile coaches & trainers
  • Others

Learning Objectives

At the conclusion of this workshop you will be able to:

  • Triage requests for investments to determine readiness for business review
  • Select the highest priority investment requests
  • Create transparency into the progress of in-flight initiatives
  • Monitor and measure initiatives progress pre- and post-release
  • Share the story with the organization


Agile Portfolio Overview

  • The value driven business portfolio
  • Portfolio purpose


Lean Canvas

  • Create a quick snapshot of your business
  • Share with customers
  • Refine iteratively


Agile Overview

  • Mindset (value driven)
  • Empirical Pillars
  • Values
  • Principles
  • Kanban frameworks

Intake Process

  • Review the Intake form for decision readiness
  • Determine Human Centered Design needs
  • Determine architecture needs
  • Calculate the business priority

Portfolio Funnel

  • Evaluate initiative value to the organization
  • Decide to invest, continue, change, stop a Portfolio Work Item
  • Build the product or service
  • Release an increment for customer feedback
  • Retire the product or service


Review the Initiative Progress

  • Initiative Artifacts
  • Facilitate the Progress Review Event
  • Calculate business priority
  • Make decisions transparent



Benefit Realization

  • Plan
  • Review
  • Retire


Agile Portfolio Tool

  • Aggregate Portfolio Work Items progress
  • Aggregate Portfolio Work Items defects
  • Visualize Portfolio Work Items progress and defects
  • Review Capacity vs Velocity Scenarios
  • Perform What-If scenarios





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