Portfolio Management Solutions
- Decide what initiatives to invest in
- Decide who will work on initiatives
- Determine the ROI you will see
Ready to take control of your Portfolio?
Get started the right way!
Portfolio Kickoff Package
Portfolio Assessment and PlanningAn experienced Agile Solution Architect identifies key pain points along with current and desired state of organization in order to create a scaling backlog and Portfolio solution to optimize your organizational structure and culture
Portfolio TrainingA 2-Day Portfolio Management Training course for C-Level Executives, PMO Directors, Product Managers, and others who make critical decisions about where to invest an organization’s resources when developing products and services. This course focuses on how to develop Portfolios of business initiatives, how to define selection criteria for initiatives, techniques for selecting and scheduling initiatives, and techniques for monitoring and revising initiatives chosen for development.
Portfolio CoachingExperienced Enterprise Agile Solution Architect works with your organization to define and utilize a set of standardized elements: Roles, Ceremonies, Metrics, and Governance Points at the different levels of an organization, starting at the Portfolio down.
Single Service Portfolio Offerings
Portfolio AssessmentOur Portfolio Assessment provides guidance with a specific set of recommendations required to close the gap between the current and desired states of your organization. Working side-by-side with you, an experienced Agile Solution Architect will identify key pain points within your current tools, roles, ceremonies, governance points, and artifacts to build a Portfolio solution to optimize your organizational structure and culture. In addition, the Agile Architect will offer advice and a transformation plan based on proven techniques and industry Best Practices.
Portfolio CoachingYou don’t have to have a big budget to benefit from Portfolio Management coaching, but the larger your budget, the more critical these skills become. Portfolio Management is about defining, prioritizing, authorizing, budgeting, implementing, tracking, and controlling the scope of major business initiatives. Portfolio Management is ground zero for the crucial investment decisions that can make or break a company. Effective Portfolio Management is the foundation for business success. Ineffective Portfolio Management wastes precious resources, and can sink a company.
Our Consultants can help you to create an effective Portfolio Management process from scratch, or improve the process that you have. We provide simple but powerful techniques that get your portfolio process off the ground quickly. Our Portfolio Management framework provides enough structure to produce the clarity and insight you need for effective decisions and governance, without adding burdensome overhead.
We offer several packages: One-Day Coaching: This Q&A-oriented session is ideal for a small organization that just needs some understanding of the fundamentals.
Two-Day Coaching and Workshop: This session combines Q&A with focused work on your initiatives and your process. The Consultant will facilitate development of your Business Cases, and walk you through the practicalities of planning and tracking their implementation.
Four-Day Training and Workshop: This is an ideal solution for a large organization where many people have to collaborate in the effort of planning tens to hundreds of initiatives. Our two-day Portfolio Management class provides the large-scale, formal structure needed by large organizations. The remaining days focus on identifying the concrete steps the organization needs to take to implement Portfolio Management on this large scale.
Custom Coaching: This option is tailored to the needs of your organization. It can include our Portfolio Management class, and/or any number of coaching days.