Lean-Agile Portfolio Management for a Modern Strategic Planning

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CODA Doc Administration

To Do's - Scrum Master / Product Owner

Content Page. Here the Scrum Master and/or Product Owner in charge of of the Modern Strategic Planning Process will find a guide to power up the CODA Doc and take ownership of the process

Pedro Bernardo Juan Celis Caraballo

Before Starting The Modern Strategic Planning Process

Familiarize with the process and the power behind this CODA Doc

Review vocabulary used and adapt to the organization in which the CODA Doc will be used

Add some information in the tables to get the ball rolling and generate conversations that are inherent of the organization's business and culture

Invite all stakeholders to this document, so that they are registered users of this CODA Doc and may be selected in any people column, or notified when appropriate.

Select people that will participate in the Events planned during the process. Use this

Roles and responsibilities⁠

to plan for the process. Feel free to add any other planning tool, such as calendar, etc.

Business Model Design Space

There are several events in this stage of the process. All these events may be done:

In real time, with all in one big conference room

In real time, with all working remotely online

Asynchronous, with people participating in a time box window

Select how each event will be carried out and prepare accordingly. Of all the events in this stage, Blue Ocean Analysis; Portfolio Vision; and Development Value Stream (DVS) should be done in real time.

OKR's at Portfolio Level

All events at this stage of the process should be done in real time, and in one big Conference room if possible. The reason is that we are going to talk about innovation, and that is better done face to face.

Ideally plan a whole three day workshop for this stage. One day for Objectives; one day for Key Results; and one day for Initiatives such as Epics and Enablers.

You need to prepare the corresponding tables for each event:

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Enterprise Wide Objectives - Base Table⁠

has to have at least one row for each Development Value Stream established in the previous stage.

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Key Results - Base Table⁠

has to have at least one row for each Objective established before.

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Epics and Enablers - Base Table⁠

has to have at least one row for each OKR established before.

Portfolio KanBan

At this stage, the detailed process is handed over to Epic or Enabler Owners. They will be in charge of the pace of the progress. They have to main tasks prior to the Go / No-Go decision for each Epic/Enabler. Reviewing and Analyzing Epics and Enablers. And then requesting feedback, specially for the Lean Business Case.

Scrum Master and/or Product Owner should coordinate with Epic/Enabler Owners, a Lean Portfolio Management Committee meeting so that a Go / No-Go decision can be taken. This meeting should be done at least once every quarter so that Funnel Epics and Enablers get to be processed along the KanBan Board.

An important decision that the team should take is the Work in Process (WIP) Limits for the Portfolio KanBan Board. They have to be included in

View of Portfolio KanBan WIP Status⁠

Table.

Epic or Enabler Owners have the job to start working on Minimum Viable Products and make progress. They have to take results from their work to the Lean Portfolio Management Committee to approve MVP.

Epic or Enabler Owners have also to take decisions on implementation and pivot or persevere outcomes, and present results to the Lean Portfolio Management Committee.

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Navigation Bar

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Header Page...

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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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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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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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