Properly functioning Lean Portfolio Management will position your enterprise for profitable growth by delivering maximum customer value. You can get started with a few simple steps! Join Cprime and Apptio experts to learn how to: -Structure your lean portfolio -Put the right decision-makers in place -Establish basic Lean Portfolio Management practices -Clearly measure the health of the Lean Portfolio using Apptio

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2. Getting Started with Lean Portfolio
Management
Positioning Your Organization for LPM

3. Speakers
Dan Weikart
Enterprise Agility
Center of Excellence
Cprime
Andrey Mihailenko
Co-Founder of Targetprocess
and VP, Product & Engineering
Apptio

4. 4
Agenda
Structure Your Lean Portfolio
Clearly Measure the Health of Your Portfolio
Put the Right Decision Makers in Place
Establish Lean Portfolio Management Practices
Product Demo

5. Structure Your Lean Portfolios
Products Not Projects

6. What is a Lean Portfolio?
6
• Portfolio of products not projects
• Product – business capability valued by a ‘customer’
• Product Line - related set of business capabilities
• Product team - team dedicated to development & operation of a product or product line
PRODUCT TEAMS PRODUCTS/
PRODUCT LINES
LEAN
PORTFOLIO

7. Project
- Outputs
- Time, scope,
budget
- Abstract (work
management)
- Predictive
- Has a finish
- Investments
promise ROI
Move From Project to Product
Product
- Outcomes
- Continuous
value
- Concrete
(actual thing)
- Adaptive
- Ongoing
- Value-drives
investment
Plan
Driven
Value & Quality
Driven
Cost Schedule
Scope (Rqt’s) Cost Schedule
Scope (OKR’s)
Fix cost and
schedule; float
the scope
Fix the scope;
float the cost and
schedule
PROJECT
The plan drives cost &
schedule estimates.
PRODUCT
The vision drives outcome-
based roadmaps.

8. Benefits of Lean Portfolio Management
• Better business outcomes
• Faster delivery
• Less risk

9. Apptio Project to Product Transformation
Separate project
and product
portfolios
Fund capacity, not
projects
Product scorecard

10. Put the Right Decision-Makers in Place
Authority with Perspective

11. What to Think About
Viable
Desirable
Feasible

12. Are the Right People Collaborating to Deliver Value?
Enterprise
Tech Product CX
Product
Customer
Experience
Technology

13. Example: The Right People
Product
Customer
Experience
Technology
Executive Director, Web Products
Enterprise Architect, Office of the CTO
Lead, Customer Experience

14. Clearly Measure the Health of
Your Portfolio
Visualize the Future While Taking Care of Business Today

15. What Are You Trying to Accomplish in the Market?
KPIs and Objectives and Key
Results (OKRs)
Market/
Strategy
Financial
goals
Mission,
Vision,
Values

16. Portfolio Objectives and Key Results (OKRs)

17. OKRs In Apptio

18. Alignment

19. Fundamental business performance measures
Q2 Performance Metrics (Y/Y)
• Total Revenue
• Total Annualized Recurring Revenue (ARR)
• Total Product ARR
• Total Software Revenue
• Software as % of Revenue
Leading Indicators
• Products purchased per customers
• Marketing campaigns (#)
• Sales inquiries
Key Performance Indicators (KPI)

20. Establish Lean Portfolio Management
Practices
Roadmap, Manage Progress, Adapt

21. Product Roadmap Concepts
VIABLE PRODUCT
EXTENDED MVP
MINIMAL VIABLE
PRODUCT

22. Ideation

23. Portfolio Kanban

24. Strategic Roadmap

25. Quarter
(Adapt)
Month
(Track)
Year
(Plan)
• What did we accomplish?
• How much did we invest?
• Are we producing value to outcomes?
• What did we learn (internal + market)?
OUTPUTS
• Update/refine metrics
• Update/refine budget
• Update strategic work
Strategic Portfolio Review
QUARTERLY ADAPTIVE STRATEGY

26. 26
Portfolio Sync
Cadence
~Monthly
Agenda
1. Review in-flight work and make decisions
2. Prepare upcoming work
3. Address impediments to success
4. Review metrics
5. Update roadmap
Purpose
Visibility into progress toward objectives
picture

27. 27
Putting It All Together
QUARTER
1
QUARTER
2
Strategic Portfolio
Review
Strategic Portfolio
Review
Strategic Portfolio
Review
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync
Portfolio
Sync

28. Demo
From Strategy to Execution

29. Getting Started with Lean Portfolio Management
• Lean Portfolio Management:
• Better business outcomes
• Faster delivery
• Less risk
• Simple, practical steps to get started:
1. Structure your portfolio
2. Put a team of decision-makers in place
3. Measure health
4. LPM Practices

30. How Can Cprime Help?
Cprime Solutions for Apptio Target Process:
Training, Workshops and Coaching
• Prepare and Roadmap Workshop
• OKR Workshops
• Portfolio Coaching
• Launching Portfolios and Teams of Teams
• Value Stream Assessment
• Tooling Selection

33. QUESTIONS?
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QUESTIONS?

34. QUESTIONS?
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THANK YOU
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