Lean-Agile Portfolio Management for a Modern Strategic Planning

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2. OKR's at Portfolio Level

2.3 Epics and Enablers

Event Page. Here we establish a prioritized working list of all initiatives, in the form of Epics and Enablers that will help us achieve OKR's

Instructions

There should be no more than three Epics or Enablers for each OKR Defined previously. The objective is to Brainstorm to generate Big Ideas such as:

1) New Business Opportunities

2) Cost Savings

3) Marketplace Changes

4) Mergers and Acquisitions

5) Problems with existing Solutions

Strategic Planning Team Members should do the following Steps:

STEP 1: Enter Epic/Enabler short name and value statement at own discretion. Use one row for each one

STEP 2: Group and consolidate similar Epics/Enablers. Add or delete rows as necessary

STEP 3: Upvote or downvote Epics/Enablers to prioritize them. Differentiate Epics from Enablers

STEP 4: If more than three Epics/Enablers were established, maintain only the most relevant ones

STEP 5: Agree on final list of Epics/Enablers for each Key Result

STEP 6: Choose an Epic/Enabler Owner for each one

Initiatives / Epics and Enablers

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Brainstorming of Epics and Enablers

Key Results

Key Results

Short Name

Short Name

Is this an Epic or an Enabler?

Is this an Epic or an Enabler?

Value Statement

Value Statement

Delete Row

Delete Row

Up-Vote

Up-Vote

Down-Vote

Down-Vote

Owner

Owner

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Header Page...

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2. OKR's at Portfolio Level Header Page. Here we develop the organization's Strategic Themes or OKR's (Objectives & Key Results) that will guide decision-making throughout the 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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Next...

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2.4 Key Outputs Presentation Page. Here you will find in one place all the relevant outputs generated in the Portfolio Level Strategic Themes / OKR's, including a list of Epics and Enablers⁠

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Epics and Enablers

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