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Portfolio Management with Scrum@Scale

Best Practices from the Community

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Brian Levy Ernesto Custodio

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Speakers

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Agenda

1. Establish a governance process for portfolio management

2. Align strategic priorities with the work done within the business

3. Use reprioritization techniques.

4. Incorporate customer feedback into your product development

© 1993-2019 Scrum Inc.

Goals:

• Organizes people, processes & resources to providing guidance and oversight in optimizing value while meeting organizational strategy

• Balance Efficiency & Risk within constraints

• Aligns, assess, Implement, Communicate state

• Focuses on Decisions on value container management

Portfolio Governance

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https://www.slideshare.net/gleo4013/tips-and-techniques-for-effective-project-portfolio-management

Value Containers

CPOMetaScrum

PO Scrum Team

Features

Epic

Story

Goals

Objectives

Vision

EATExecutives

> 5 years < 10 yearsBe the Global banking provider of choice for small businesses

>1 year <5 yearsMake small business banking accessible in the US

> 1Q <1 YearIncrease SB usage of eBanking website

>2 Sprints <1 QAdd online customer center for self-serviceof common needs

>1 Sprint <1 QFind Branch location

<1 Sprint• Able to search for specific language skills• Able to search close to a specified address• Able to search by hours of operation

© 1993-2019 Scrum Inc.

Align Strategic Priorities

• Alignment Occurs during all parts of the Product Owner Loop

• Alignment occurs via decomposing the most important things into smaller pieces

• When containers have the same characteristics, metrics have meaning

© 1993-2019 Scrum Inc.

Mind the Gap

2018

Mission

Vision

Strategic ObjectivesStrategic GoalsStrategic Assumptions

Scaled Sprint Goals

PortfoliosProductsMilestones

2019 BridgePort Group, LLC

© 1993-2019 Scrum Inc.

Prioritization Technique – Strategic Risk Analysis

2018

Strategic Goal

Strategic Assumption

Scaled Sprint Goal

Sprint Goal

Identify highest assumptions

Identify highest risks

Validate highest risks

2019 BridgePort Group, LLC

Customer Feedback

© 1993-2019 Scrum Inc.

Thank You