For implementing successful Lean Portfolio Management, you need the right tool. A tool that allows you to connect epics to strategy and delivery teams, keeps all stakeholders informed, provides accurate, real-time reporting, identifies change impact immediately and keeps your portfolio on course. In this fourth and final webinar in our Lean Portfolio Management series we discuss the importance of the tools, technologies and integrations that can best support your initiatives. We will highlight how to: • Use tools like Jira Align to make your strategy visible and actionable with OKRs connected to real work • Get clear real time OOTB reporting within and across your value streams • Build portfolio intake processes that reflect lean thinking

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Lean Portfolio Strategy Part 4:
Picking the Right Tool for the Job

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HOUSEKEEPING ITEMS
Audio is streamed through
your computer speakers, so
make sure your audio is on
and turned up.
The recording and slides will
be sent to everyone via email
within 24-48 hours after the
webinar concludes.
Submit questions any time
during this presentation via
the Q&A box on the bottom
panel of your screen.

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OUR SPEAKERS
Michiko Quinones
Jira Align
Consultant
Jesse Pearlman
Delivery Manager,
Business Agility
Jessica Wolfe
Business Agility
Strategy Consultant

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AGENDA
01 STRATEGY
02 VALUE STREAMS
03 EPICS
04 FUTURE OF LPM FINANCIALS
05 KEEP THE CONVERSATION GOING/Q&A

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Overview

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THINGS WE SAID YOU SHOULD DO
• Have a Strategy with OKRs
• Organize into true Value Streams
• Manage your Epics as Small testable things
• LPM Financials
OVERVIEW
WHERE TO DO THEM IN JIRA ALIGN
• Objective Tree
Key Results, Key Results Trending
• Portfolios as Value Streams
Portfolio Canvas
Portfolio Room
Roadmap – slice by Product
• Epic Features
Hypothesis on the Intake Tab
Why Button
Portfolio Kanban with Pivot/Persevere
• Future of LPM Financials
Spend Panels
Estimates

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Strategy

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USE OBJECTIVES TREE FOR MEETINGS AS AN
INFORMATION RADIATOR
Deliverable Measure
Work Progress

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Value Streams

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USE THE PORTFOLIO CANVAS

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Portfolio-> Portfolio room The Portfolio Room is an information radiator that helps the Portfolio
Leadership team track their decision-making from several perspectives: Financials/Resources/Execution
PORTFOLIO ROOM

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ROADMAP
The Roadmap gives managers a fast, visual representation of how work is
progressing within a given Program Increment for their Release Train
The Roadmap is configurable
• Columns
• Filters
• Milestones and Objectives
• Work Object Levels
• Sprint by Program Increment
• Month by Quarter
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Epics

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EPIC: COMPLETE THE INTAKE, BENEFITS, AND VALUE TABS
Filling out the epic
details and Benefits
tab populates the
“Why” Button

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PORTFOLIO KANBAN COLUMNS/STATES
Funnel Portfolio
Backlog
Implementing Done
Review Analyzing
New Ideas Go/No Go
decisions
WIP Limit is applied in each column and prioritization is done
Pivot or persevere decision is
taken based on the metrics
Stakeholder collaborate
to review the idea
• • •
• •
• • •

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PORTFOLIO KANBAN EXIT CRITERIA
• • •
• •
• • •
FUNNEL REVIEWING ANALYZING PORTFOLIO BACKLOG IMPLEMENTING DONE
All big ideas are
captured, such as:
• New business
opportunities
• Cost savings
• Marketplace
changes
• Mergers and
acquisitions
• Problems with
existing solutions
• Refine
understanding
of the epic
• Create the Epic
Hypothesis
Statement
• Calculate WSJF
• WIP limited
• Solution
alternatives
• Refine WSJF
• Cost estimates
• Define MVP
• Create Lean
Business Case
• Go/no-go decision
• WIP limited
• Epics approved
by LPM
• Periodically
re-prioritized
using WSJF
• Pulled by teams
when available
ART capacity
exists
MVP
• Build and
evaluate
MVP
• Pivot or
persevere
decision
made
Persevere
• Affected ARTs
or Solution
Trains reserve
capacity for
the epic
• Continue
feature
implementation
until WSJF
determines
otherwise
• Done when LPM
governance is no
longer required
Pull when an
Epic Owner
is available
Pull when an
Epic Owner
has capacity
Pull when
approved
by LPM
Pull when train
capacity and
budget available
Pull when MVP
hypothesis
proven true
Pull when Epic is
no longer a
portfolio concern

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BACKLOG/KANBAN/PROCESS STEPS

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Future of LPM Financials

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SPEND BY PROGRAM

21. KEEP THE CONVERSATION GOING…
• Connect with our speakers on LinkedIn
• Check out Cprime upcoming webinars, read our blog, download
whitepapers/case studies & more:
• www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or
give us feedback!
• learn@cprime.com

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QUESTIONS?

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