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Lean-Agile Portfolio Management for a Modern Strategic Planning
Lean-Agile Portfolio Management for a Modern Strategic Planning
Scaled Agile Framework - SAFe 5
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1. Business Model Design Space

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1.8 Portfolio Canvas

Event Page. Here we work on the Portfolio Business Model Canvas. This is a Strategic Planning Team activity done in real time to develop a shared understanding of the Portfolio Business Model
Instructions
There are 12 blocks in the Portfolio Canvas. Each one has a view designed to enter statements related to each Block. Strategic Planning Team Members should do the following Steps:
STEP 1: Enter statements for each block at own discretion. Take into account there is on row per DVS
STEP 2: Group and consolidate similar statements. Upvote or downvote statements to show agreement or not
STEP 3: Agree on final list of statements for each block
STEP 4: All blocks should be completed with relevant information
Portfolio Business Model Canvas
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Value Proposition
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Value Streams
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2
3
<A-Write a Brief Name for the Development Value Stream>
<B-Write a Brief Name for the Development Value Stream>
<C-Write a Brief Name for the Development Value Stream>
There are no rows in this table
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Solutions

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DVS - ID
Solutions
Up-Vote
Down-Vote
Clear Votes
A
<List Name of Solutions>
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B
<List Name of Solutions>
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C
<List Name of Solutions>
​
There are no rows in this table
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Customer Segments
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DVS - ID
Customer Segments
Up-Vote
Down-Vote
Clear Votes
A
<List Customer Segments>
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B
<List Customer Segments>
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C
<List Customer Segments>
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There are no rows in this table
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Channels
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DVS - ID
Channels
Up-Vote
Down-Vote
Clear Votes
A
<List Channels to Deliver to Customers>
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B
<List Channels to Deliver to Customers>
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C
<List Channels to Deliver to Customers>
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There are no rows in this table
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Customer Relationships
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DVS - ID
Customer Relationships
Up-Vote
Down-Vote
Clear Votes
A
<List How Customers Relationships will be Maintained>
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B
<List How Customers Relationships will be Maintained>
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C
<List How Customers Relationships will be Maintained>
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There are no rows in this table
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Budget
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DVS - ID
Budget
Up-Vote
Down-Vote
Clear Votes
A
<Estimate Budget in Terms of Capital Expenditure and Implementation Expenses>
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B
<Estimate Budget in Terms of Capital Expenditure and Implementation Expenses>
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C
<Estimate Budget in Terms of Capital Expenditure and Implementation Expenses>
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There are no rows in this table
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Revenue KPI's
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DVS - ID
KPI's per Revenue
Up-Vote
Down-Vote
Clear Votes
A
<List KPI's that will measure Revenue>
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B
<List KPI's that will measure Revenue>
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C
<List KPI's that will measure Revenue>
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There are no rows in this table
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Key Elements
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3
DVS - ID
Key Partners
Up-Vote
Down-Vote
Clear Votes
A
<List Key Partners>
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B
<List Key Partners>
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C
<List Key Partners>
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There are no rows in this table
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Key Partners
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Search
1
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DVS - ID
Key Activities
Up-Vote
Down-Vote
Clear Votes
A
<List Key Activities>
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B
<List Key Activities>
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C
<List Key Activities>
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There are no rows in this table
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Key Activities
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DVS - ID
Key Resources
Up-Vote
Down-Vote
Clear Votes
A
<List Key Resources>
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B
<List Key Resources>
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C
<List Key Resources>
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There are no rows in this table
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Key Resources
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Profit & Loss Structure
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Cost Structure
Search
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DVS - ID
Cost Structure
Up-Vote
Down-Vote
Clear Votes
A
<List Cost Structure>
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B
<List Cost Structure>
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C
<List Cost Structure>
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There are no rows in this table
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Revenue Streams
Search
1
2
3
DVS - ID
Revenue Stream
Up-Vote
Down-Vote
Clear Votes
A
<List Revenue Stream>
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B
<List Revenue Stream>
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C
<List Revenue Stream>
​
There are no rows in this table
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Notes for Future Reference
Search
<A-Write a Brief Name for the Development Value Stream>
<List Name of Solutions>
<B-Write a Brief Name for the Development Value Stream>
<List Name of Solutions>
<C-Write a Brief Name for the Development Value Stream>
<List Name of Solutions>
DVS - ID
A
Notes

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Navigation Bar
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Header Page...
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1. Business Model Design Space
Header Page. Here we will use several tools for analysis of the business model design space. Including a FOAR and Blue Ocean Analysis among other entreprise level strategic planning
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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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Next...
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1.9 Key Outputs
Presentation Page. Here you will find in one place all the relevant outputs generated in the Business Model Design Space
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Search
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Portfolio Canvas
It is Done
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