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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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Lean-Agile Portfolio Management for a Modern Strategic Planning

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3. Portfolio KanBan

Header Page. Here we process Epics and Enablers through the Portfolio KanBan.
Pedro Bernardo Juan Celis Caraballo
3.1 KanBan Board
Information Radiator Page. Here we show current status of Epics and Enablers along the KanBan board. There is only one KanBan board for all Epics and Enablers of any Development Value Stream · Pedro Bernardo Juan Celis Caraballo
3.2 Reviewing Stage
Task Page. Here we review, one by one, all the Epics and Enablers generated during the OKR's establishment event. This is a responsibility and a Task for the Epic / Enabler Owner
3.3 Analysis Stage
Task Page. Here each Epic/Enabler Owner analyzes, one by one, all the Epics and Enablers already reviewed, with special emphasis on constructing a Lean Business Case. This is a responsibility and a Task for the Epic/Enabler Owner
3.4 Go / No-Go Decision
Event Page. Here each Epic/Enabler Owner presents the whole analysis to the Lean Portfolio Management Board that meets quarterly, so that they may take a Go / No-Go decision regarding the Epic/Enabler
3.5 Implementation
Information Radiator Page. This is a place to update information and report progress on implementation efforts. Emphasis in Minimum Viable Product Results and Pivot or Persevere Decisions
3.6 Key Information Radiators
Information Radiator Page. Here you will find tools to make information visible to the whole organization, and update status of OKR's; Epics; Enablers; and any other key information regarding the Modern Strategic Planning Process. · Pedro Bernardo Juan Celis Caraballo
Read Me

The third step of a Modern Strategic Planning is to execute the planned innovation. In an Agile Framework, this means to generate learning, as quickly as possible, to pivot or persevere as necessary. Not all Epics and Enablers included in the KanBan Funnel will pass through onto an Operational Value Stream. Many will be dropped, or discarded on the way, and that is OK.

The Star in this process is the Epic or Enabler Owner. Some of this work will be solo tasks done by them. For implementation stage, Epic and Enabler Owners will supervise breakout teams or completely different teams. The image below shows the whole process. This processes have ideally a quarterly cadence, paired with the OKR's review processes.
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Figure 1. Portfolio KanBan
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Knowledge Page...
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Portfolio Kanban
Content Page. The Portfolio Kanban system is a method to visualize and manage the flow of portfolio Epics, from ideation through analysis, implementation, and completion.
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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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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.
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