Portfolio Management in Scrum@Scale

The purpose of this course is to examine the latest best-practice portfolio management techniques. This Scrum@Scale class includes examining outcomes versus outputs as a measure of success. We will cover techniques for decomposing outcomes into smaller pieces that can be delivered within Programs and Projects. The course outlines the use of metrics, targets and forecasting methods to predict future outcomes. We will examine an approach for establishing a portfolio management selection criteria, governance processes, communication strategies, and prioritization principles. The course ends with covering techniques for creating feedback loops and incorporating feedback to reprioritize the portfolio. Students will leave the classroom with an action plan to implement the techniques discussed.

• The course is intended to be highly interactive; students will be encouraged to interject their challenges and concerns for discussion and redress during the session.
• After leaving this class, students will be able to apply agile analysis techniques, including decomposition horizontal and vertical analysis.
• This course is intended for those who wish to know the details of best-practice methods of portfolio management when working with multiple teams.

 Certifications:

• This two-day course qualifies students to take the exam to become Certified Scrum@Scale Practitioners (CS@SP). After completion of the course and associated exam, students will receive their certification signed by Dr. Jeff Sutherland, creator of Scrum.  

Objectives

• Review Agile Practices and Principles.

• Understand different uses of outcomes and outputs.

• Review basics of portfolio management prioritization criteria selection.

• Gain insight into effectively using metrics, measures, thresholds and analysis.

• Understand tools and techniques for ensuring alignment with organizational and product strategies.

• Understand how to implement feedback loops based on realized data into the portfolio management process.

• Learn techniques for ensuring alignment of the development organization to the strategic objectives.

• Understand communication strategies for maintaining alignment.

• Learn tried-and-true methods for implementing portfolio management practices at all levels of the organization.

Audience

Those who wish to enhance their Agile Portfolio Management practice in a scaled environment.

Primary Attendee Group: PMO, Senior executives, Line of Business Owners, Business Unit Leaders, CTO, Product/Program Directors, Lean-Agile Leaders, Agile PMO, Agile change agents and consultants

Secondary Attendee Group:  Senior Product managers, Chief Product Owners, Senior Program Managers 

Format

The course is delivered remotely by a live instructor with interactive, collaborative discussion.  Students must be prepared with questions and  challenges they are currently facing.  

Materials Provided

• Electronic student manual containing course slides and student notes.

Course Schedule

• Day 1 / Session 1  9:00 AM - 12:00 PM PST

• Day 1 / Session 2  1:00 PM - 3:00 PM PST

• Day 2 / Session 3  9:00 AM - 12:00 PM PST

• Day 2 / Session 4  1:00 PM -3:00 PM PST

• Day 3 / Session 5  9:00 AM - 12:00 PM PST

• Day 3 / Session 6  1:00 PM -3:00 PM PST

BRIAN LEVY

Brian Levy’s goal is to enhance business and IT operations by mentoring people and to optimize organizational processes through advisory and implementing continuous improvement consulting. Brian is a Certified Scrum@Scale Trainer, Certified ScrumMaster, Certified Quality Auditor, Certified IBM Rational Engineer, Certified Business Analysis Profession, Certified Microsoft Office Professional, and PMI Certified Project Management Professional mentor with nearly 30 years of experience in finance, banking, insurance, and telecommunications. Brian’s ability to rapidly learn an organization’s culture and utilize his experience (i.e. as a developer, tester, analyst, project manager, configuration manager) to deliver practical mentoring and training enables quick adoption of best practices and results to client organizations.

 RHONDA COOMBES

Rhonda is passionate about enabling organizations to realize their strategic goals through strategic alignment. She has successfully led multiple Fortune 500 PMOs through their agile transformations. Her analytical approach stresses the importance of using empirical data, rather than emotion, to enable timely decision making and allow organizations to invest in the right outcomes to achieve maximum value and benefit. She has over 20 years of diverse work experience from customer advocacy, to engineering development, to strategic alignment and delivery, with a deep understanding of the entire product development lifecycle.

Certified OKR coach. SAFe4 Agilist, PMI Agile Certified Practitioner, Certified Scrum@Scale Practitioner, Certified Scrum Master