Unify a Mixed Methodology Portfolio
Improve portfolio oversite and agility without going old school command and control.
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Without a strategic approach to managing a mixed methodology portfolio, you risk:
- Lack of visibility into works-in-progress.
- An increasing backlog of projects that get started but are never finished.
- A growing gap between portfolio owners, project managers, and teams.
With a strategic approach to managing a mixed methodology portfolio, you can:
- Maintain ongoing visibility into works-in-progress.
- Achieve a greater balance of supply and demand, sprint-over-sprint.
- Better alignment between decision makers, Agile practitioners, and project teams.
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Assess Current State of the Portfolio
The Purpose
- Determine the current state of your project execution and portfolio oversight practices.
- Align different types of projects within a unified portfolio.
- Define the best roles and engagement strategies for individual stakeholders as you transition to an Engaged Agile Portfolio.
Key Benefits Achieved
- A current state understanding of project and portfolio management challenges.
- Bolster the business case for developing an Engaged Agile Portfolio.
- Increase stakeholder and team buy-in.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Calculate the size of your portfolio in human resource hours. |
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| 1.2 | Estimate your project sizes and current project methodology mix. |
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| 1.3 | Document the current known status of your in-flight projects. |
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| 1.4 | Perform a project execution portfolio oversight survey. |
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Module 2: Define Your Portfolio Processes
The Purpose
- Objectively and transparently approve, reject, and prioritize projects.
- Prioritize work to start and stop on a sprint-by-sprint basis.
- Maintain a high frequency of accurate reporting.
- Assess and report the realization of project benefits.
Key Benefits Achieved
- Improve timeliness and accuracy of project portfolio reporting.
- Make better, faster decisions about when to start and stop work on different projects.
- Increase stakeholder satisfaction.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Develop a portfolio intake workflow. |
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| 2.2 | Develop a prioritization scorecard and process. |
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| 2.3 | Establish a process to estimate sprint demand and resource supply. |
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| 2.4 | Develop a process to estimate sprint value and necessity. |
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Module 3: Implement Your Processes
The Purpose
- Analyze the potential change impacts of your new portfolio processes and how they will be felt across the organization.
- Develop an implementation plan to ensure strategy buy-in.
Key Benefits Achieved
- A strategic and well-planned approach to process implementation.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Analyze change impacts of new portfolio processes. |
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| 3.2 | Prepare a communications plan based upon change impacts. |
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| 3.3 | Develop an implementation plan. |
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| 3.4 | Present new portfolio processes to portfolio owners. |
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