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Agile Value Management

Delivery Method: Onsite or Virtual

This course is a combination of 3 of our core agile classes offering broad coverage of recommended analysis skills and techniques specific to an agile environment:

Agile Value Management emphasizes customer-focused approaches and practices to maximize value delivery at various levels within organizations. This course covers the concepts around organizational alignment, adaptive planning, establishment of value teams to set priorities, and techniques for spreading value-based approaches such as product roadmapping, progressive elaboration, and frequent cross-program communication.

For those organizations using the Scaled Agile Framework (SAFe), the course explores how to integrate proven analysis techniques into team, program and portfolio level activities. In class hands-on exercises provide interactive practice so that students are prepared to apply the techniques on the job. Job aides are provided as additional support after class. This course supports the Learning Objectives of the ICAgile Value Management Track.

Learning Objectives

  • Elicit and communicate the appropriate level of requirements detail prior to and during an iteration
  • Use business analysis techniques to refine a backlog in a just enough and just in time fashion
  • Develop user stories and specify acceptance criteria to assist the product owner, domain stakeholders, and the team to build a quality product or system
  • Practice effective and efficient Iteration Planning
  • Use the Goals, Objectives, and Vision of a project or initiative to establish a Program Backlog
  • Model users and create personas
  • Identify features and their related benefits and descriptions
  • Use a Story Map to decompose and understand a solution
  • Create a roadmap to organize features into multiple releases
  • Prepare for and facilitate effective release planning
  • Establish a clear understanding of the scope of an initiative
  • Assess new initiatives for their strategic fit
  • Decide which initiatives to undertake and in what order
  • Know when and how to regularly assess which initiatives should continue, be revised, or stop and take the appropriate actions


Introduction to Team Level Analysis

  • Understand the use of analysis skills for value management
  • Distinguish between value management at the team or project level and value management at the portfolio level
  • Discuss how value management occurs in common agile approaches 
1 hour

Backlog Refinement

  • Use decision filters to guide collaborative decision making
  • Group and sequence backlog
  • Understand and describe user stories
    • Splitting, slicing, and chopping user stories to get them to an appropriate size
    • Use Models, Examples and acceptance criteria to further understand and describe user stories
    • Build a shared understanding of non-functional requirements as user stories or Acceptance Criteria
    • Use a Definition of Ready to indicate “just enough” analysis of a user story
  • Create a Discovery Board to visualize, manage, and improve your discovery process
3.5 hours
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Iteration Planning

  • Create Sprint Goals to aid iteration planning
  • Consider risks, assumptions, constraints, and non-functional requirements during iteration planning
  • Account for dependencies between backlog items during iteration planning
  • Involve stakeholders at the appropriate level during Iteration Planning
  • Use spikes to learn through building and feedback
1.5 hours

Manage Value During Build & Test

  • Demonstrate collaborative decision making techniques useful in team settings
  • Manage dependencies outside the team during an iteration
  • Use a Delivery Board and Definition of Done during an iteration
  • Evaluate the value a team delivers as a result of each iteration
  • Elicit and act on feedback from the team and stakeholders throughout the course of an initiative
  • Identify, record, maintain, and manage artifacts so they will be valuable in the future
1 hour

Introduction to Program Level Analysis

  • Describe program level analysis in relation to team level and portfolio level analysis
  • Describe Techniques to coordinate a program of work including Scaled Agile Framework (SAFe), Disciplined Agile Delivery (DAD), and organic approaches
.5 hour

Creating the Program Backlog

  • Use a Program Vision as the basis for establishing a Program Backlog
  • Use models to elicit and understand the context in which a Program exists
  • Identify Features and their related benefits and descriptions
  • Demonstrate how to identify Backlog Items from models
  • Model users and create personas
  • Identify and address non-functional requirements
  • Perform Gap Analysis to ensure that the Program Backlog represents a complete solution
2.5 hours

Roadmap Planning

  • Use Cost Of Delay to prioritize the backlog
  • Apply Minimum Viable Product and Minimum Marketable Feature to roadmap planning
  • Use Decision Filters to select features that align with organizational strategy
  • Use Story Mapping to decompose and understand a solution
  • Create a Roadmap to organize features into multiple releases
1.5 hours

Release Planning

  • Identify and manage Program Risks using ROAM
  • Create SMART Program Increment Objectives at the team and program level
  • Address assumptions, constraints, and non-functional requirements during Release Planning
  • Involve stakeholders in Release Planning
  • Practice Release Planning in a multi-team setting
  • Discuss how release planning differs in a single team setting
1.5 hours

Helpful Skills for Program Level Analysis

  • Create Program Level Decision Filters
  • Communicate program vision with stakeholders
  • Elicit and utilize Feedback through System Demos and Inspect & Adapt events
  • Manage changes in a Roadmap and Release plan based on changes in strategy and/or context
  • Create definitions of done for features and releases
1 hour

Introduction to Portfolio Level Analysis

  • Describe portfolio level analysis in relation to team level and program level analysis
.5 hour


  • Establish SMART Objectives for an initiative based on Business Goals and Objectives
  • Use SMART Objectives to express client, customer, and business value in measurable terms
  • Use Impact Mapping to identify and select options for meeting business goals
  • Use root cause analysis to uncover underlying assumptions
  • Use tools such as the Purpose Statement, Problem Statement, and Vision Boxes to represent and convey the value of an initiative in an unambiguous manner
  • Use Decision Filters, Purpose Based Alignment, and SWOT to align initiatives with strategy
2 hours

Scoping an Initiative

  • Use the Context Diagram, High Level Processes to define the scope of an initiative
  • Use the Epic Value Statement (In Scope/ Out of Scope/ Success Criteria/Non-functional) to define the scope of an initiative
1.5 hours

Portfolio Management

  • Use Portfolio Kanban and Portfolio Backlog to track initiatives being considered for implementation as part of a portfolio
  • Use KANO Analysis for portfolio level decision making
  • Determine the planned value of an initiative
  • Build a business case that includes the various aspects that influence the approach taken to complete an initiative
  • Select which initiatives to fund, which to discard and when to change strategic direction
  • Understand how different types of constraints can have an effect on a portfolio
  • Discuss the ROAM approach to identifying, mitigating and managing portfolio level risks
2 hours

Helpful Skills for Portfolio Level Analysis

  • Present and discuss the portfolio, with techniques for negotiating and articulating value across programs and change initiatives
  • Discuss the concepts of organizational change management and its relevance to initiatives
  • Apply concepts such as Value Stream Mapping, to determine value from an holistic perspective
  • Evaluate organization-wide stakeholders and their needs
.5 hour

Course Summary

  • Bringing it all together
  • Develop an Action Plan with next steps on the student’s current project
.5 hour
About Tina Joseph

Tina Joseph, chief executive officer at B2T Training, has been involved in the business analysis industry for over 15 years. Her experience and knowledge of business analysis covers many industries. She possesses detailed understanding of the challenges facing business analysts today.

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