Portfolio management advanced - lean & agile

Agile - strategic portfolio management as a management method - benefits, task and role in the company

• The core disciplines in portfolio management.
• Portfolio process control vs. portfolio management.
• Portfolio management as part of strategic and operational corporate planning.
• The difference between the traditional and the strategic, agile approach.
• Agile portfolio management in interaction with agile methods and frameworks using the example of SAFe (Scaled Agile Framework) and OKR (Objectives & Key-Results).

Top-down portfolio planning and management

• Agile and strategic top-down portfolio management: strategic management of measures, top-down initiation including target setting, bottom-up target achievement in planning and implementation.
• Formulation of portfolio targets with the portfolio canvas.
• Initiation of strategically motivated projects and initiatives.
• Initiation of operationally necessary, regulatory and economically motivated projects and initiatives.
• The most important key figures in portfolio planning and portfolio implementation.
• Create portfolio scenarios, make decisions at top management level.
• Responsibilities for portfolios and sub-portfolios.
• Approve portfolio and release projects.
• Monitor and actively manage the portfolio.
• Lean capacity management for bottleneck control.
• Risk management in the project portfolio.
• Reporting.

Indispensable: Create acceptance!

• Implement, establish and protect portfolio management processes.
• Successful stakeholder communication: information management, expectation management, participation management.
• Top-down approach vs. bottom-up approach: methods for implementing portfolio management processes, methods and software.

Portfolio management in live operation

• Practical examples and software simulation: how agile portfolio management and lean capacity management "feels".