SAFe portfolio management @ Knowit nov 28
- 1. Program Portfolio Management Introduction on what the SAFe framework says about it. Fredrik Wiik
- 2. Roots of the Scaled Agile Framework Core values - Code Quality - Program Execution - Alignment - Transperancy 2
- 3. In SAFe - the train is the thing! 3
- 5. Portfolio level in SAFe. Value streams Business Drivers Investment Themes Business Kanban Portfolio Vision Drivers Portfolio Backlog Agile Release Trains Typical 50-125 pers/train 5
- 6. Business Epic Portfolio Kanban System 1. Funnel 2. Backlog 3. Analysis 4. Implementation -Product roadmap -New business opp -Cost savings -Problems needs solution -Refine understanding -Est CoD -Refine effort est -Relative ranking -Solution alternatives -Collaboration -Weighted rank -Business case -Ownership transitions -Teams begin implementing at release planning boundaries -Teams break Epics into features -Analyst support on pull basis - Effort size estimate - Value size estimate - Investment theme alignment Authority approves Epic Business analyst pulls Epic Portfolio Management Team/ Product Council Approval 6
- 7. Weighted Shortest Job First User/Business Value + Time Criticality + RR/OE Value WSJF = ------------------------------------------------------------------------Job Size 7
- 8. Centralized Strategy and localized execution -Investment Themes drive strategy. -Portfolio backlog stitches the themes Together. Portfolio Backlog Investment Theme Driven Strategy Portfolio Epics Architectural Features Customer / Value Stream Feedback Product Management Team Inputs Program Backlog Local program content decision-making based on domain knowledge, customer and team feedback. 8
- 9. Program Portfolio Management has the highest level decision-making responsibility in the framework Program Portfolio Management 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. 9
- 10. Program Portfolio Management responsibilities Strategy & Investment Funding Close the loop on funding and program execution; measures and reporting compliance. Governance Allocate and assure funding to strategy Program Management Drive, assist or support program execution. 10
- 11. Program Portfolio Management SAFe provides transformational patterns to ”agilean” PPM From traditional approach to ”agilean” approach Centralized control Decentralized decision-making Project overload Demand management, continuous value flow Detailed project plans Light-weight Epic only business cases Centralized annual planning Decentralized, rolling wave planning Work Breakdown Structure Agile estimating and planning Self organizing/managing Agile Release Trains Project-controlled funding and control Objective, fact-based measures and MS`s. Waterfall milestones 11
- 12. Agile Program Portfolio Management enabling and fostering lean and agile practices for business results. - Dencentralized decision-making - Objective, fact-based measures and milestones Strategy & Investment Funding Governance Program Management - Demand management; continuous value flow - Light Weight Epic Business Cases - Decentralized, rolling-wave planning - Agile Estimating and planning - Self-managing Agile Release Trains 12