Analysis of the Agile Portfolio

Download PDFTo truly experience the benefit of agile, organizations have found the need to change the way that work is organized and funded. This change results in lean approaches to Strategy and Investment Funding, Agile Portfolio Management, and Governance. This course provides an in-depth view of proven business analysis techniques to create a portfolio focused on delivering the most value to stakeholders and closest possible alignment with organizational strategy.

Organizations need to identify the correct initiatives to undertake in order to realize organizational strategy, determine the value those initiatives may provide, and decide which initiatives to start, continue, revise, and stop. Effective communication with stakeholders across the organization is also vital for effective portfolio management. This course provides learners the opportunity to apply business analysis techniques in an agile setting to accomplish these goals.

Interactive workshops allow students to practice the techniques as they learn. This course is aligned with Scaled Agile Framework (SAFe) version 3.0, supports the standards outlined in the IIBA BABOK® Guide.

Learning Objectives

  • Identify changes necessary to implement an organizational strategy
  • Use Business Goals and SMART Objectives to describe the value an initiative delivers
  • Use Impact Mapping to identify and select options for meeting business goals
  • Establish a clear understanding of the scope of an initiative
  • Build a business case that includes the various aspects that influence the approach taken to complete an initiative
  • Determine the planned value of an initiative
  • Make portfolio level decisions about whether to commit to, transform, or kill initiatives that support strategy
  • Effectively interact with stakeholders across the organization regarding portfolio activities

Course Outline

Introduction1 hour

  • Discuss the roles involved in value management
  • Describe portfolio level analysis in relation to team level and program level analysis
  • Understand how initiatives are used as the main unit of analysis in portfolios

Strategic Alignment2 hours

  • Use techniques such as SWOT and Purpose Based Alignment to understand strategy
  • Establish SMART Objectives for an initiative to express client, customer, and business value in measurable terms
  • Use Impact Mapping to identify and select options for meeting business goals

Analyzing Initiatives2 hours

  • Build a business case that includes the various aspects that influence the approach taken to complete an initiative
  • Use the Context Diagram, High Level Processes, and Epic Value Statement to define the scope of an initiative
  • Determine the planned value of an initiative

Portfolio Management2 hours

  • Discuss the concepts of organizational change management and its relevance to initiatives
  • Understand your portfolio stakeholders and how to identify their needs that have to be protected in the portfolio
  • Understand how different types of constraints can have an effect on a portfolio
  • Manage risks at the portfolio level through understanding the complexity and uncertainty of initiatives
  • Make portfolio level decisions about whether to commit to, transform, or kill initiatives that support strategy
Agile Portfolio Management
Request Onsite
Length1 day
CDU/PDUEarn 7 IIBA CDUs and PMI PDUs
Intended Audience

This course is designed for anyone working on an agile team, but is especially helpful for product owners, business analysts, systems analysts, or any other team member involved with requirements on an agile project. This course may also be appropriate for individuals who manage individuals working on an agile team and need a more in-depth understanding of the process and skill set useful for an agile team.

PrerequisitesWe recommend students first attend our Agile Overview, Leading SAFe, or SAFE ScrumXP class or have experience working on a project in an agile environment.
Endorsed by

Course List

Pin It on Pinterest

Share This