Concepts in Portfolio Management
Embed iterative planning and agile practices into your portfolio management to drive value at scale.
Our Advanced Agile Series courses provide micro-learning opportunities to deepen your Agile knowledge and build your practices. These 2.5-hour online courses provide a shot of energy and information to power your work. Also, earn 3 Scrum Education Units (SEU) towards your Scrum Alliance certification renewal. Contact us to book these courses privately.
1 day | Virtual
1 day | Virtual
1 day | Virtual
Embed iterative planning and agile practices into your portfolio management to drive value at scale.
As organizations move beyond a single Agile Delivery Team a challenge around managing value within a Portfolio and across multiple teams emerges. Aligning Delivery efforts to the overall strategy will drive improved prioritization around what should be delivered when by each team. Factors to consider can include strategic alignment, scope, cost/budget, people staffing, timing, dependencies and other elements.
For an Agile Portfolio to function it requires key supports like Collaboration Events, Visibility via a ‘Big Board’, and a Roadmap, all on a platform of tools. With these in place, decisions can be taken around Portfolio Intake, Work-In-Progress vs Capacity, and various Prioritization techniques.
Learning Objectives
Agile coach, product and portfolio manager
Sarah has deep experience as practitioner and consultant in the public, private and non-profit sectors, helping teams and organizations transform from the inside out. She deploys a wealth of skills in visual facilitation, team building, stakeholder engagement, workflow management, analysis and outcome measurement.
When coaching individuals, product delivery teams, and portfolio leaders, her passion is helping people clearly see their current reality and design their future. Sarah’s values are clarity, flexibility, and trust.
Explore product goals, value metrics (OKRs, KPIs), and how to iterate towards outcomes.
If you are involved in developing user-centered products, having a clear Product Goal and Success Metrics is crucial. This course focuses on techniques for creating and communicating a Product Goal to users, stakeholders and the delivery team. From there, understand how the Product Backlog is the vehicle for achieving the Product Goal.
Using real world examples and exercises to understand what makes a good Product Goal and what doesn’t, that can then be applied in your work.
What is a Product Goal?
The Product Goal describes a future state of the product which can serve as a target for the Delivery Team to plan against. The Product Backlog emerges to define “what” will fulfill the Product Goal. The Product Goal is the long-term objective for the Scrum Team.
“ A product is a vehicle to deliver value. It has a clear boundary, known stakeholders, well-defined users or customers. A product could be a service, a physical product, or something more abstract.”
What are Success Metrics?
Success Metrics for product development are empirical data points that a team and organization can track to gauge the product’s overall success. These could be based on user adoption, churn rate, revenue per customer, number of active users and can be characterized as OKRs (Objectives and Key Results) or KPIs (Key Performance Indicators).
Learning Objectives
Agile transformation coach and Certified Scrum Trainer
As a Certified Scrum Trainer, Petra has taught thousands of students through in person and virtual classes in North America and Europe. As Gap Inc’s Chief Agilist, and as a Scrum Master, Iteration Manager, Agile Project Manager, and Senior Consultant for a variety of global organizations, Petra brings an invaluable breadth of real-world experience to her work. She learned Scrum from Scrum co-founder Ken Schwaber in 2002.
Petra understands that all change—especially at the organizational level—comes directly from individuals; people’s choices are directly influenced by their motivations, be they external or internal. Petra build trust with teams by seeking to understand each individual’s perspective and leading them in a direction where they see value for themselves, their product and their organization. Petra’s values are integrity and respect for people.
Deepen your skills leading high value product planning workshops using the User Story Mapping approach
Alignment is fundamental to the success of any team, product or project. Without alignment, there can be duplication of work, misunderstanding, conflict, lack of trust and ultimately, can result in the waste of time, resource(s), and people. Inceptions (which can also be known as kick-offs, discovery, Sprint Zero, etc.) bring team members, leadership, users and interested parties together in a collaborative workshop at the start to build that alignment and trust before any development begins.
In this session we will explore the main aspects of an Inception Workshop (ie: vision, success metrics, mapping of interested parties, story map, etc) while also diving into some aspects of how to facilitate an Inception workshop for a team. As a large component of Inceptions, this workshop will also give participants a hands-on introduction to story mapping. We will learn how story mapping builds alignment on what to build, what not to build, and on the prioritization of work.
Learning Objectives
Agile coach, trainer and graphic facilitator
Drawing from 8 years of public sector consulting experience, Kristi excels in dynamic facilitation, leading large group sessions (80+), product increment planning, and discovery workshops. She is passionate about coaching Product Owners in best practices.
Using a visual facilitation approach across all offerings, Kristi cultivates collaborative environments, propelling teams and organizations toward innovative solutions and actionable outcomes, empowering them to achieve their goals effectively. Kristi’s values are meeting people where they are at, honesty, and cultures that encourages people to be their authentic self.
Learn how to work big and use visuals to enhance communication, collaboration and learning for face-to-face meetings and workshops.
As individuals and organizations grow increasingly comfortable with in-person interactions, there has been a significant shift towards holding workshops, events, and meetings face-to-face. After spending the past few years adapting to the virtual environment, this class is designed to enhance your visual facilitation skills for in-person sessions. Note: If you’re interested in learning how to incorporate visuals into your remote work, please check out our virtual visual facilitation class: https://alluvial-visual-facilitation-dec-6.eventbrite.ca
What you will learn
Who is this for?
This workshop is ideal for anyone who works in teams, collaborates on ideas, or leads groups through meetings, workshops, training sessions, or events. It’s an introductory course to in-person visual facilitation, so no prior experience with drawing or using visuals in meetings is necessary. Visual facilitation isn’t about being an ‘artist’—visuals can take many forms, including using photographs to spark conversation and alignment, which doesn’t require any drawing skills. If you’re unsure if this course is right for you, please contact us for more information.
What you will get:
Agile coach, trainer and graphic facilitator
Drawing from 8 years of public sector consulting experience, Kristi excels in dynamic facilitation, leading large group sessions (80+), product increment planning, and discovery workshops. She is passionate about coaching Product Owners in best practices.
Using a visual facilitation approach across all offerings, Kristi cultivates collaborative environments, propelling teams and organizations toward innovative solutions and actionable outcomes, empowering them to achieve their goals effectively. Kristi’s values are meeting people where they are at, honesty, and cultures that encourages people to be their authentic self.
Learn the key aspects of estimation and planning for Agile teams working in Scrum, Kanban or other Agile methods
In the Agile Estimation and Planning training class, participants will focus on the key aspects of estimation and planning for Agile teams working in Scrum, Kanban or other Agile methods.
The class will focus on the underlying principles about how Agile Estimation is different from doing so in traditional projects. From there, participants will see various ways of conducting Agile Estimation at the Sprint and Release and what should be happening in key ceremonies.
Then, getting more granular into concepts like Planning Poker, using Ideal Days, how to effectively deploy Spikes, and managing complexity/uncertainty when sizing work.
With a mix of theory, facilitated discussions, hands-on exercises, participants will be able to directly apply the concepts and practices from this training class to their team environments.
Areas of focus
Agile coach, product and portfolio manager
Sarah has deep experience as practitioner and consultant in the public, private and non-profit sectors, helping teams and organizations transform from the inside out. She deploys a wealth of skills in visual facilitation, team building, stakeholder engagement, workflow management, analysis and outcome measurement.
When coaching individuals, product delivery teams, and portfolio leaders, her passion is helping people clearly see their current reality and design their future. Sarah’s values are clarity, flexibility, and trust.
Ever wondered what should take place before the first sprint even begins? Product discovery in Agile is the process of collaborating with your cross-functional team to identify and validate what a product should be before development kicks off.
By following a validated learning cycle, the discovery team focuses on understanding customer needs, identifying market problems, and aligning on business goals to ensure that the product is designed to solve the right issues and deliver real value.
This course will guide you through the key stages of product discovery, from identifying customer needs and defining the problem statement to establishing success metrics—all before development starts. We’ll explore the use of various tools, such as problem statements, interest holder maps, product discovery canvases, and hypothesis and assumption statements. You’ll learn practical techniques to facilitate product discovery tailored to your team and specific context.
Learning objectives
What you will get
Recommended Pre-requisite
Agile coach, trainer and graphic facilitator
Drawing from 8 years of public sector consulting experience, Kristi excels in dynamic facilitation, leading large group sessions (80+), product increment planning, and discovery workshops. She is passionate about coaching Product Owners in best practices.
Using a visual facilitation approach across all offerings, Kristi cultivates collaborative environments, propelling teams and organizations toward innovative solutions and actionable outcomes, empowering them to achieve their goals effectively. Kristi’s values are meeting people where they are at, honesty, and cultures that encourages people to be their authentic self.