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Agile Portfolio Management
Practical techniques for the effective management of Portfolios of business initiatives.
Course Overview
Agile Portfolio Management presents simple and practical techniques for the effective management of Portfolios of business initiatives.
These techniques are relevant for product development in any industry, including hardware and software product development.
Note: Starred (*) topics are only available in the two-day version of this class.
Learning Objectives
Attendees will learn best practices for developing Portfolios of business initiatives, defining selection criteria for initiatives, scheduling and resource planning for initiatives, monitoring and revising initiatives in development, and budgeting and capitalization.
Curriculum & Topics
Introduction to Portfolios and Governance
Overview of Agile Portfolio Management
Flow and Ceremonies
Roles and Responsibilities
Standard Meetings and Agendas
Estimation
Scope Definition and Decomposition
Organizational Strategy*
Mission
Vision
Strategic Objectives
Portfolio Charter*
Purpose
Alignment
Objectives
Initiatives and Business Cases
Initiatives and Business Cases Defined
Audiences
Format
Decision Factors
Discrete vs. Composite Factors
Categories
Defining and Estimating ROI
Return-Related Factors
Common Factors
Affinity Estimation Technique
Net Present Value
Investment-Related Factors
Common Factors
Estimation Techniques
Effort
Cost
Risk*
Definition of Risk
Impacts
Categories
Risk Management Strategies
Making Portfolio Decisions
Decision Techniques
Scheduling and Resource Planning
Flow of Planning
Classic Resource Planning
Challenges with Classic Resource Planning
Agile Resource Planning
Scheduling Initiative Work
Tracking and Managing Initiatives
Scope Decomposition: Portfolio to Program to Project
Tracking Progress
Monitoring, Revising, and Terminating Initiatives
Budgeting and Capitalization
Classic Budgeting
Issues with Classic Budgeting
Agile Budgeting
Drivers for Capitalization
Tax Implications of Capitalization
What can (and can’t) be Capitalized