4. End of Strategic Phase Innovation

Header Page. This is the end of the Process. The Lean Portfolio Management Committee considers there is no need to oversee the process anymore and hands over the Epic or Enabler to Operations.

Pedro Bernardo Juan Celis Caraballo

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Each Epic/Enabler Owner will coordinate a final meeting with the Lean Portfolio Management Committee and people from Operations, to hand over operations of the Epic or Enabler.

STEP 1: Draw your Epic/Enabler from the Implementation Column into the Done Column. Do this

Here⁠

. Make sure to include the corresponding Date.

STEP 2: Post action to Relevant Members. An A3 report within the Epic/Enabler is an appropriate approach. Here is an

A3 Report (A3 Thinking) - Template⁠

STEP 3: Update Portfolio KanBan and Epics/Enablers contents within each card

STEP 4: Discuss with operations any different points of view and document. Change information if deemed necessary

STEP 5: Pass information in a CODA Doc to Operations so that they may continue enriching Epic or Enabler on a day to day basis

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Knowledge Base...

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Scaled Agile Framework - SAFe 5 Header Page. Here you may find a list of contents with all the Knowledge associated to the Portfolio Level of the Scaled Agile Framework (SAFe 5)⁠

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Home...

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Lean-Agile Portfolio Management for a Modern Strategic Planning Content Page. The main purpose of this CODA Doc is to create visibility and document the whole process of Modern Strategic Planning. Find here a Happy Path - A simple RoadMap to go down to Business immediately, or take the Learning Path towards Lean-Agile.⁠

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CODA Doc Administration Header Page. This area is directed to Strategic Planning Team Members; especially those wearing the Scrum Master or the Product Owner hat. You may also use me, as a Consultant in your Modern Strategic Planning process.⁠

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4. End of Strategic Phase Innovation

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