Program Portfolio ManagementIntroduction on what the SAFe framework says about it.

Fredrik Wiik

Roots of the Scaled Agile Framework

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Core values- Code Quality- Program Execution- Alignment- Transperancy

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In SAFe - the train is the thing!

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Portfolio level in SAFe.

Valuestreams

Agile Release TrainsTypical 50-125 pers/train

Portfolio Backlog

Fund

Realize

Realize

Portfolio Vision

Investment Themes

Business Business

Drivers Drivers

Port

folio

Back

log

Investment Theme

Kanban

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Business Epic Portfolio Kanban System

1. Funnel-Product roadmap-New business opp-Cost savings-Problems needs solution

2. Backlog-Refine understanding-Est CoD-Refine effort est-Relative ranking

3. Analysis-Solution alternatives-Collaboration-Weighted rank-Business case

4. Implementation-Ownership transitions-Teams begin implementing atrelease planning boundaries-Teams break Epics into features-Analyst support on pull basis

Authority approvesEpic

Business analyst pulls Epic

Portfolio Management Team/ Product Council Approval

- Effort size estimate- Value size estimate- Investment theme alignment

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Weighted Shortest Job First

User/Business Value + Time Criticality + RR/OE Value

WSJF = ------------------------------------------------------------------------- Job Size

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Centralized Strategy and localized execution

Portfolio Backlog

Portfolio EpicsInvestment ThemeDriven Strategy

Team Inputs

Architectural Features

Customer / Value Stream Feedback

Program Backlog

Product Management

Local program content decision-making basedon domain knowledge, customer and team feedback.

-Investment Themes drive strategy.-Portfolio backlog stitches the themes Together.

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Program Portfolio Managementhas the highest level decision-making responsibility in the framework

Typical roles-Senior executives-Senior solution managers-Line-of-Business owners -CTO-Senior Development Managers-Program Management Director

• Executives who bring necessary knowledge around– market knowledge– technology awareness– understanding of financial constrains– understanding of market conditions

• Stewards of Portfolio Vision.

• Drive product and solution strategy; manage investments.

• Operational assistance may be delegated to PMO.

Program Portfolio Management

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Program Portfolio Management responsibilities

Strategy &Investment Funding

GovernanceProgram

Management

Drive, assist or supportprogram execution.

Allocate and assure fundingto strategy

Close the loop on funding and programexecution; measures and reporting compliance.

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Program Portfolio ManagementSAFe provides transformational patterns to ”agilean” PPM

to ”agilean” approach

Decentralized decision-making

Decentralized, rolling wave planning

Agile estimating and planning

Self organizing/managing Agile Release Trains

Objective, fact-based measures and MS`s.

Light-weight Epic only business cases

Demand management, continuous value flow

From traditional approach

Centralized control

Project overload

Detailed project plans

Centralized annual planning

Work Breakdown Structure

Project-controlled funding and control

Waterfall milestones

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Agile Program Portfolio Managementenabling and fostering lean and agile practices for business results.

Strategy &Investment Funding

Governance Program Management

- Objective, fact-based measures and milestones

- Dencentralized decision-making

- Demand management; continuous value flow

- Light Weight Epic Business Cases

- Decentralized, rolling-wave planning- Agile Estimating and planning- Self-managing Agile Release Trains