Agile Portfolio Management Training

3 days


This is an advanced and unique workshop that will take your team through a practical, real world and intensive hands-on journey of applying Agile, Lean and Kanban to YOUR Portfolio Planning and Management! Be prepared to learn some new and innovative methods for planning, prioritizing, sizing and managing your portfolio of initiatives. We will also share a different approach of looking at enterprise capacity planning by planning around teams, measuring velocity and establishing a pull method from your portfolio backlog. Come with an open mind! We guarantee you will learn creative methods you can apply immediately!


PMO Leaders, Product and Portfolio Managers, Executives and Leaders, Business and IT Sponsors, Program Managers, Project Managers, Program Managers, Technical Leads/Architects and others interested in learning more about Agile/Lean Portfolio Management.

3 Days

Course Outline

  • Top Challenges with Portfolio Management
  • The Multitasking Problem
  • Getting Initiatives Started .. Not DONE
  • Why We Need a Different Approach
  • Intro to Lean Thinking
  • Limiting Work In Progress (WIP)
  • Lean/Agile Portfolio Big Picture
  • The Pull vs. Push Concept
  • Understanding Capacity
  • Why Stable Whole Teams?
  • Supporting Communities of Practice
  • New Metrics to Measure
  • The New Role of an Agile PMO
  • Agile/Lean Portfolio Planning Steps
  • The 6 Levels of Planning
  • Building Your Backlog of Current and Future Initiatives
  • Strategic Alignment
  • Developing Your Business Value Buckets
  • Developing Your Qualification Filter
  • Assigning Business Value Points
  • Dependency, Risk, Sizing
  • Ranking the Backlog
  • Designing Stable 'Whole' Teams
  • Which Team Should Pull What?
  • Measuring Velocity
  • Capacity Planning
  • Creating an Enterprise Portfolio Grooming Team
  • Roles and Responsibilities
  • Continuous Backlog Grooming
  • Setting Up Your Portfolio Tracking Kanban Walls
  • Where To Go Next

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.