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The Agile Project 
Portfolio 
A ‘Pecha Kucha’ presentation 
ペチャクチャ= chit-chat in Japanese 
20 slides for 20 seconds each = 6 mins, 40 secs 
Brian Wernham 
Deputy Chair APM 
Governance SIG 
Sept 25th 18:30 Barclays, Canary Wharf, London 
brian.wernham@gmail.com 
@BrianUkulele
Traditional Project Portfolio 
evaluation 
3. Reduced Costs? 
 Large scale 
procurement 
1. Overall Return on 
investment? 
 High stakes 
2. Delivery Risk? 
 Over prescriptive 
business case 
brian.wernham@gmail.com 
@BrianUkulele
Traditional Project Portfolio 
evaluation - It’s OK when: 
3. External drivers mandate 
a traditional approach: 
i. Existing contracts with 
suppliers 
ii. Legislative requirements 
iii. Delivery contract to an 
inflexible customer 
1. Technology is well 
understood 
2. Experienced teams 
are in place 
brian.wernham@gmail.com 
@BrianUkulele
Traditional Project Portfolio 
evaluation - It’s NOT OK when: 
3. External risks indicate a 
cautious approach: 
i. Wildly differing 
forecasts/estimates 
ii. Many implementation 
options 
iii. Customer not sure of 
requirements 
1. Innovation in 
technology is required 
2. Delivery teams are not 
in place 
brian.wernham@gmail.com 
@BrianUkulele
Aim Higher: Identify ‘Agile Governance Behaviours’ 
• Satisfy the customer 
• Harness change 
• Be very incremental 
• Get the business and 
technical people together 
• Create trust through ‘Light- 
Tight’ leadership 
brian.wernham@gmail.com 
@BrianUkulele
Aim Higher: Identify ‘Agile Governance Behaviours’ 
• Satisfy the customer 
• Harness change 
• Be very incremental 
• Get the business and 
technical people together 
• Create trust through ‘Light- 
Tight’ leadership 
• Face-to-face conversations 
• Reward real 
progress/working solution 
• Pursue simplicity, not 
complexity 
• Give your teams the space 
they need to excel 
brian.wernham@gmail.com 
@BrianUkulele
How do we create these Agile 
Governance outcomes? 
 ‘Agile Portfolio Management’
‘Agile Portfolio Evaluation’ 
- when and why? 
Project environment: 
• Innovation 
• Inexperience 
• Forecasts unreliable 
• Many options possible 
• Requirements unclear 
brian.wernham@gmail.com 
@BrianUkulele
‘Agile Portfolio Evaluation’ 
- 4 steps 
Project environment: 
• Innovation 
• Inexperience 
• Forecasts unreliable 
• Many options possible 
• Requirements unclear 
brian.wernham@gmail.com 
@BrianUkulele 
4 steps: 
1. Is the business case ‘agile’? 
2. Look for low Work in 
Progress 
3. Look for Regular flow of 
delivery 
4. Look for Pilots with business 
value
Recognise when to use ‘agile’ 
brian.wernham@gmail.com 
@BrianUkulele 
Agile is suitable when: 
• Innovation 
• Inexperience 
• Forecasts unreliable 
• Many options possible 
• Requirements unclear
Recognise hybrid 
‘agile’ approaches 
Mixing waterfall 
and agile? 
brian.wernham@gmail.com 
@BrianUkulele
1. Is the Business Case ‘agile’? 
We prefer 
Many options over One option in detail 
‘Fail-fast’ 
breakpoints 
over ‘Death marches’ 
to the bitter end 
Piloting and 
phasing 
over ‘Big-bang’ 
Bread today over Jam tomorrow 
(or never?) 
brian.wernham@gmail.com 
@BrianUkulele
2. Look for low Work in Progress 
brian.wernham@gmail.com 
@BrianUkulele
3.Look for regular flow of delivery? 
brian.wernham@gmail.com 
@BrianUkulele
4.Business Value from Pilots 
brian.wernham@gmail.com 
@BrianUkulele
Workshop briefing – Project One 
1 New sales process 2015 2016 2017 2018 2019 2020 2021 2022 Net ROI 
IT develoment costs -£12m -£12m -£12m 
Benefits £20m £20m £20m £20m £20m £64m
Workshop briefing – Project Two 
2 Annual legislative changes Q1 2015 Q2 2015 Q3 2015 Q4 2015 
Analyse legislation -£1m 
Agree IT Changes -£2m 
Build IT changes -£6m 
Test -£3m 
Legislative Deadline Jan 2016 
Benefits £0m £0m £0m £0m £0m £0m £0m £0m £0m
Workshop briefing – Project Three 
3 Marketing campaigns Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 
Develop -£3m -£3m -£3m -£3m 
Implement -£3m -£3m -£3m -£3m 
Benefits £8m £8m £8m £8m £8m
Workshop briefing – Project Four 
4 Website Enhancements 
Develop -£3m -£3m -£1m -£3m -£3m -£3m 
Implement -£3m -£2m 
Benefits £16m £5m £8m £8m
The Agile Project 
Portfolio 
1. Q&A - - 5 minutes 
2. 10 minute workshop 
brian.wernham@gmail.com 
@BrianUkulele

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The Agile Project Portfolio - A 'Pecha Kucha' presentation

  • 1. The Agile Project Portfolio A ‘Pecha Kucha’ presentation ペチャクチャ= chit-chat in Japanese 20 slides for 20 seconds each = 6 mins, 40 secs Brian Wernham Deputy Chair APM Governance SIG Sept 25th 18:30 Barclays, Canary Wharf, London brian.wernham@gmail.com @BrianUkulele
  • 2. Traditional Project Portfolio evaluation 3. Reduced Costs?  Large scale procurement 1. Overall Return on investment?  High stakes 2. Delivery Risk?  Over prescriptive business case brian.wernham@gmail.com @BrianUkulele
  • 3. Traditional Project Portfolio evaluation - It’s OK when: 3. External drivers mandate a traditional approach: i. Existing contracts with suppliers ii. Legislative requirements iii. Delivery contract to an inflexible customer 1. Technology is well understood 2. Experienced teams are in place brian.wernham@gmail.com @BrianUkulele
  • 4. Traditional Project Portfolio evaluation - It’s NOT OK when: 3. External risks indicate a cautious approach: i. Wildly differing forecasts/estimates ii. Many implementation options iii. Customer not sure of requirements 1. Innovation in technology is required 2. Delivery teams are not in place brian.wernham@gmail.com @BrianUkulele
  • 5. Aim Higher: Identify ‘Agile Governance Behaviours’ • Satisfy the customer • Harness change • Be very incremental • Get the business and technical people together • Create trust through ‘Light- Tight’ leadership brian.wernham@gmail.com @BrianUkulele
  • 6. Aim Higher: Identify ‘Agile Governance Behaviours’ • Satisfy the customer • Harness change • Be very incremental • Get the business and technical people together • Create trust through ‘Light- Tight’ leadership • Face-to-face conversations • Reward real progress/working solution • Pursue simplicity, not complexity • Give your teams the space they need to excel brian.wernham@gmail.com @BrianUkulele
  • 7. How do we create these Agile Governance outcomes?  ‘Agile Portfolio Management’
  • 8. ‘Agile Portfolio Evaluation’ - when and why? Project environment: • Innovation • Inexperience • Forecasts unreliable • Many options possible • Requirements unclear brian.wernham@gmail.com @BrianUkulele
  • 9. ‘Agile Portfolio Evaluation’ - 4 steps Project environment: • Innovation • Inexperience • Forecasts unreliable • Many options possible • Requirements unclear brian.wernham@gmail.com @BrianUkulele 4 steps: 1. Is the business case ‘agile’? 2. Look for low Work in Progress 3. Look for Regular flow of delivery 4. Look for Pilots with business value
  • 10. Recognise when to use ‘agile’ brian.wernham@gmail.com @BrianUkulele Agile is suitable when: • Innovation • Inexperience • Forecasts unreliable • Many options possible • Requirements unclear
  • 11. Recognise hybrid ‘agile’ approaches Mixing waterfall and agile? brian.wernham@gmail.com @BrianUkulele
  • 12. 1. Is the Business Case ‘agile’? We prefer Many options over One option in detail ‘Fail-fast’ breakpoints over ‘Death marches’ to the bitter end Piloting and phasing over ‘Big-bang’ Bread today over Jam tomorrow (or never?) brian.wernham@gmail.com @BrianUkulele
  • 13. 2. Look for low Work in Progress brian.wernham@gmail.com @BrianUkulele
  • 14. 3.Look for regular flow of delivery? brian.wernham@gmail.com @BrianUkulele
  • 15. 4.Business Value from Pilots brian.wernham@gmail.com @BrianUkulele
  • 16. Workshop briefing – Project One 1 New sales process 2015 2016 2017 2018 2019 2020 2021 2022 Net ROI IT develoment costs -£12m -£12m -£12m Benefits £20m £20m £20m £20m £20m £64m
  • 17. Workshop briefing – Project Two 2 Annual legislative changes Q1 2015 Q2 2015 Q3 2015 Q4 2015 Analyse legislation -£1m Agree IT Changes -£2m Build IT changes -£6m Test -£3m Legislative Deadline Jan 2016 Benefits £0m £0m £0m £0m £0m £0m £0m £0m £0m
  • 18. Workshop briefing – Project Three 3 Marketing campaigns Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Develop -£3m -£3m -£3m -£3m Implement -£3m -£3m -£3m -£3m Benefits £8m £8m £8m £8m £8m
  • 19. Workshop briefing – Project Four 4 Website Enhancements Develop -£3m -£3m -£1m -£3m -£3m -£3m Implement -£3m -£2m Benefits £16m £5m £8m £8m
  • 20. The Agile Project Portfolio 1. Q&A - - 5 minutes 2. 10 minute workshop brian.wernham@gmail.com @BrianUkulele