Take Agile to the Next Level with Agile Portfolio Management with Scrum

As timelines on application development and delivery continue to shorten, it’s no longer enough just to ask folks to work faster. Many managers are stuck between missing deadlines or burning out their people.

This was just one of the challenges for Promontory Interfinancial Network when it chose to implement Agile Portfolio Management over three years ago to speed the deployment of new financial technology software in an IT division of over 80 employees. Since its implementation, the number successful projects has more than doubled and late-stage overload has essentially been eliminated. Along with improving productivity, project visibility, resource allocation, and clarity of prioritization, the process has also been a highlight in audits and examinations as it demonstrates management oversight and risk mitigation.

In this session, Simon Storm, Senior Director of Enterprise Applications at Promontory, and the project lead in implementing Agile Portfolio Management, shares learnings from the implementation by the IT Management Team. He discusses how to get management buy-in, tips for customizing the Agile process for your institution, and his insights of how spearheading the Agile process can significantly advance your career by putting yourself in the driver’s seat of improving your organization’s productivity and collaboration.

 
8 favorite thumb_down thumb_up 0 comments visibility_off  Remove from Watchlist visibility  Add to Watchlist
 

Outline/structure of the Session

  1. Introduction to Agile Portfolio Management
    1. Review the two major components of Agile Portfolio Management
      1. Project Backlog Grooming
      2. Project Sprints
    2. Review successful case studies
  2. Show Promontory's Evolution of Agile Portfolio Management
    1. Initial presentation that was shown to the IT Management Team and CIO
    2. Early versions of the physical task board 
    3. Evolution of process
    4. Migration to electronic task board using JIRA
    5. Continued evolution using JIRA
  3. Benefits
    1. Organizational efficiency example
    2. Regulatory example
    3. Improved collaboration example
    4. Significant benefits of Management Level retrospectives
    5. Personal growth example
  4. Things to watch out for
    1. Outward communication 
    2. Annual budget vs monthly sprints
    3. Keeping the IT Management Team engaged
  5. Review, Wrap Up and Questions

Learning Outcome

Learn a framework of a successful Agile Portfolio Management implementation

Understand the value of regular retrospectives for any management team

Learn how to leverage Agile Portfolio Management to advance your career

Learn how to perform Agile Portfolio Management with physical notecards and stickies

Learn how to evolve your Agile Portfolio Management by using JIRA (without the JIRA Portfolio Management add-on)

Target Audience

IT Management, ScrumMasters, Product Owners

schedule Submitted 1 year ago

Comments Subscribe to Comments

comment Comment on this Proposal

  • Liked George Paci
    keyboard_arrow_down

    George Paci - CardUnit: A Unit Testing Simulation

    45 mins
    Workshop
    Beginner

    It can be difficult for developers to find the motivation to write automated unit tests.  This workshop introduces a simulation that can demonstrate the value of automated unit tests to identify and localize defects.  In the simulation, participants will play the roles of programs and tests.  We will discuss barriers to creating and maintaining unit tests, and how this simulation addresses those barriers.

    Theme: Games for Learning, Code and Test

      (We have not published slides for this workshop.  "Slides" link below is to representative slides from other presentations.)

  • Liked Dan Neumann
    keyboard_arrow_down

    Dan Neumann - Improve Your Team: Explore Cognitive Bias

    Dan Neumann
    Dan Neumann
    Agile Coach
    AgileThought
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Intermediate

    Many team challenges can be tracked back to cognitive biases: our judgement gets anchored, we think we're better than we are, and we are our own favorite reference point. And even though we're encouraged to "think outside the box," there are conditions where we have a bias against creativity. If that's not a recipe for a tough team environment, I don't know what is.

    Improve your game by learning about bias! You'll leave this session with strategies for identifying and mitigating bias on your team. 

  • Liked Manjit Singh
    keyboard_arrow_down

    Manjit Singh - The Power of Mindsets and Questions in Agile Coaching

    45 mins
    Talk
    Intermediate

    “The important thing is not to stop questioning.” –Albert Einstein, because “every question missed is a crisis waiting to happen.” Discover the technique to ask the questions to make breakthrough differences in decision- making, problem-solving, innovation & culture. Typically, questions open thinking, while answers often close down thinking. Question Thinking is a tool for moving beyond limitations in perception and thinking and advancing to novel and extraordinary solutions and answers.

  • Liked David Horowitz
    keyboard_arrow_down

    David Horowitz - The 7 Secrets of Highly Effective Retrospectives

    David Horowitz
    David Horowitz
    Cofounder and CEO
    Retrium
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Intermediate

    Retrospectives are the core of agility. And yet they are the scrum ceremony that is most frequently skipped. Many teams like the idea of the retrospective but find them boring, or worse ineffective.

    This talk aims to re-energize retrospective facilitators and participants. Starting with the basics: "what's a retrospective and how do you run one?", this talk reveals 7 secrets that lead to more engaging, more effective retrospectives.

    You'll learn:

    * The best way to ensure your retrospectives lead to real change

    * The "pledge" everyone on your team should take before participating

    * How to know who to include in each retrospective

    * The single most important thing you can do to keep your team engaged during the retro

    * And much, much more!

  • Liked Mike Cottmeyer
    keyboard_arrow_down

    Mike Cottmeyer - The Executive's Guide to Leading Large-Scale Agile Transformation

    Mike Cottmeyer
    Mike Cottmeyer
    CEO & President
    LeadingAgile
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Intermediate

    A few years ago everyone wanted to know how to convince their executives to go agile. Today's executives are asking their teams how they'll get them there. While we have made significant progress changing the hearts and minds of senior leadership, executives have a fiduciary responsibility to the performance of their organizations. They demand a greater level of assurance that what you plan to do is actually going to work. Executives are sick and tired of being told to trust the team and that everything will be okay. Better than anyone, executives see the dysfunction in their organizations. They want line of sight to how agile is going to help them make things better. 

    This talk is going to explore a safe, pragmatic, and repeatable formula for leading change in large organizations. The Holy Grail for an executive is to tie dollars spent and activities performed, to internal improvement metrics and ultimately improved business performance.

  • Liked David W Kane
    keyboard_arrow_down

    David W Kane - "Hitting the Target" - Business Value in Mission-Focused Organizations

    45 mins
    Workshop
    Beginner

    In the simplest of terms, software development decisions for commercial organizations can be reduced to a calculation of whether the cost of developing the software will be outweighed by the estimated revenue generated or costs saved by the software.  However, as Mark Schwartz points out in his book, “The Art of Business Value Paperback” this simple explanation is insufficient for commercial organizations, and not applicable for government and other non-commercial organizations for whom the impact of software isn’t primarily measured in terms of revenue.  

    In this session participants will experience a simulation that has been created to explore these question of how to make decisions about investments to deliver mission and business value by examining the impact of these decisions on the performance of organizations in changing environments.

  • Liked Brian Sjoberg
    keyboard_arrow_down

    Brian Sjoberg - Let's Sharpen Your Agile Ax, It's Story Splitting Time

    Brian Sjoberg
    Brian Sjoberg
    Agile Coach
    Excella Consulting
    schedule 1 year ago
    Sold Out!
    45 mins
    Workshop
    Beginner

    Do you want to write great User Stories that provide the vehicle for conversation and confirmation that we build the right thing? Do you struggle with splitting stories so that they still provide business value but can be accomplished within a fraction of your iteration and be potentially shippable to production? We will do a quick refresher on User Story formatting to include Acceptance Criteria. Then we will dive into learning techniques for splitting stories in this interactive workshop. 

  • Liked Andy Bacon
    keyboard_arrow_down

    Andy Bacon - The Super Agile Satchel

    45 mins
    Experience Report
    Intermediate

     

    Are you a Scrum Master that has a strong affinity to sticky notes, dry erase markers, and other tools of Agile facilitation? Are you tired of seeing the same old blue painters tape on every kanban board? Want to learn some new facilitation techniques that you can use in retrospectives or to build awesome information radiators with your team?

    If so, join me for my session on the Super Agile Satchel.

    During the session, I’ll briefly talk about how the satchel came to be and its awesome contents.  Then we’ll jump right in to actual examples of information radiators that I created with the tools the satchel contains.  I'll discuss why choosing the right materials, colors, and sizes are critical to facilitation and creating information radiators that draw attention, are maintainable, and focus the team on what's truly important.

  • Liked Mathias Eifert
    keyboard_arrow_down

    Mathias Eifert - Don’t assume you’re creating value – prove it!

    45 mins
    Talk
    Beginner

    Does your organization find it hard to determine “the right thing” to build? You are not alone – studies show that even in very high performing organizations only 10-35% of initial ideas actually generate business value. Agile development should make it easier to obtain early customer feedback, but in most organizations Agile approaches are limited to software development teams with little connection to the rest of the business. In addition, Agile methods by themselves offer few guidelines on how to translate organizational goals and customer needs into the backlog’s content and relative priorities in the first place. As a result, there is a significant, but often underappreciated risk that Agile teams end up very efficiently building “the wrong thing right.”

    In this session, we explore how Lean Discovery and experimentation can expand the scope of Agile’s “inspect and adapt” feedback loops to systematically identify and validate critical assumptions about our product’s value proposition. Based on the Lean Startup and Lean UX approach to product development as a series of hypotheses about customers’ behaviors and value perceptions, we discuss ways to derive testable assumptions from organizational goals to enable validated learning. Finally, we explore the implications of this approach on project planning and budgeting to support increased business agility.

  • Liked Paul Boos
    keyboard_arrow_down

    Paul Boos - Mind Meld: Why Pair Programming Works

    Paul Boos
    Paul Boos
    IT Executive Coach
    Excella
    schedule 1 year ago
    Sold Out!
    45 mins
    Workshop
    Beginner

    So why does pair programming (or any form of pairing really) work? Well rather than tell you why, let's experience it! 

    This is a simple 3 round exercise that you can do with your teams and managers to demonstrate the benefits of pairing. It will show the linkage between having a shared mental model through collaboration and ease of integrating the resulting work.

  • Liked Matt Barcomb
    keyboard_arrow_down

    Matt Barcomb - Improve decisions using a value-focused prioritization framework

    Matt Barcomb
    Matt Barcomb
    Principal Consultant
    odbox
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Beginner

    Does prioritizing your development portfolio seem unclear or mired in politics? Ever feel like the decisions for what gets worked on when are somewhere between arbitrary and emotional? Ever get tired of providing cost estimates for work of uncertain value?

    If you answered yes to any of the above questions, this session is for you! Matt Barcomb will open with introductory concepts about shifting from a cost focus to a value focus for development work. Next, providing business value for user stories will be debunked. Then, a collaborative framework for prioritization, Benefit Mapping, will be discussed. Finally, Matt will end with ways to simplify the cost evaluation of work and risk.

  • Liked Trent Hone
    keyboard_arrow_down

    Trent Hone - DevOps Darwinism: Advancing our Art through Safe-to-Fail Experimentation

    45 mins
    Talk
    Beginner

    Static designs and monolithic structures are brittle and prone to failure. How can we progress beyond them? By understanding the nature of our challenges and applying the right tools at the right time. This talk will describe how to use evolutionary principles to foster changes in your architecture and infrastructure so that you can create antifragile systems.

    Nassim Nicholas Taleb spoke to these ideas in “Antifragile: Things That Gain from Disorder.” Join us as we describe how we can:

    • Move beyond planning for known failure modes and instead develop antifragile systems that are safe-to-fail in unanticipated ways.
    • Leverage the Cynefin framework and its 5 sense-making domains to better frame problems and drive action.
    • Employ microservice architectures to make the variability of our environments work for us, not against us.
    • Gain knowledge more rapidly through multiple parallel experiments.
  • Liked Amber King
    keyboard_arrow_down

    Amber King - Forming Self-Selected Teams: How to Create Happy, Empowered, and Effective Teams

    45 mins
    Talk
    Intermediate

    How do you create excited, engaged, happy, and effective teams? Start them off right by letting your engineers choose their own teams and projects! Through a proven technique called self-selection, Opower was able to turn a tribe of 40 engineers, many of whom were unexcited about continuing to work on the same old products, into six high-performing teams with engineers who were excited to embark on a new adventure, acquire new skills, and ship awesome code.

    In this session we will cover the self-selection process: what it is, generating buy-in & excitement, preparing your teams, running a self-selection event, dealing with concerns throughout the process, and measuring the success of your process. This talk is for anyone who wants to create better teams including Agile Coaches, Release Train Engineers, Program Managers, individual contributors, and other organizational change leaders.

  • Liked Thomas Cagley
    keyboard_arrow_down

    Thomas Cagley - Storytelling: Developing the Big Picture for Agile Efforts

    45 mins
    Tutorial
    Intermediate

    Agile reminds us that the focus of any set of requirements needs to be on an outcome rather than a collection of whats and whos.  Storytelling is a powerful tool to elevate even the most diehard requirements analyst from a discussion of individual requirements to a discussion of outcomes. Outcomes are the big picture that acts as an anchor for whole efforts and which is continuously broken down into more and more detailed backlogs. The onion metaphor that is popularly used in agile planning (Cohn’s Planning Onion) can be used to describe the evolution of backlogs. Building an initial backlog is much like peeling through the layers of an onion to get to the core. There are many mechanisms for developing and maintaining the detailed backlogs, including asking, observing, showing and all sorts of hybrids. Using the onion metaphor, techniques for developing and splitting user stories are the second layer of the onion. However, before getting to the center of the backlog evolution onion, composed of features, epics, and user stories, we need to understand the big picture. 

     Presentation:

    Provide an overview of storytelling in a business context and a lean change canvas framework.

    Exercise

    The room will be broken into teams (aisles will be used if auditorium seating).  Each team will be seeded with a common product change scenario. Based on the scenario the teams will be asked to tell the story of the change and capture the story on a small change canvas.  The exercise and session will culminate in by sharing ideas and lessons learned.

    (Note the longer workshop would break the changing canvas into epics and stories)

     

  • Liked Marie Dingess
    keyboard_arrow_down

    Marie Dingess - Using Visuals to Master the ART of SAFe/Release Planning

    Marie Dingess
    Marie Dingess
    Agile Coach
    Capital One
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Intermediate

    A well-facilitated large-scale Planning event (such as a SAFe PI Planning) can leave you feeling energized and more confident in your team and your direction. Poorly facilitated events have the adverse effect and can leave you feeling like you’ve just been run over by a Mack Truck.

    There is not a lot of guidance from SAFe on how to facilitate this critical event from their website, other than an example agenda and program board. This session will focus on how information radiators and other visual tools can make a tremendous difference in increasing engagement and collaboration amongst teams in order to orchestrate a thoughtful plan with high confidence.

    We will show battle-tested ways on how visuals are critical to...

    • increase collaboration across teams
    • reinforce development practices & standards
    • track team progress through the day
    • highlight dependencies
    • increase the confidence vote
    • motivate teams to strive for success

    Participants will leave this session with some visual tools and tips they can immediately put to use in their designing their next PI Planning or ANY large-scale planning event.
    “There is no magic in SAFe… except for maybe PI Planning” - SAFe authors

  • Liked Andrea Goulet
    keyboard_arrow_down

    Andrea Goulet - Vulnerability: The Key To Successful Agile Adoption

    Andrea Goulet
    Andrea Goulet
    CEO
    Corgibytes, LLC
    schedule 1 year ago
    Sold Out!
    45 mins
    Talk
    Beginner

    Software development culture has been dominated by the hero. Rock stars, ninjas, and 10Xers have been the center of attention, giving the skewed perception that great software is the result of a single amazing developer. But this couldn't be further from the truth.

    In this talk, Andrea Goulet, the CEO of Corgibytes, will share her experiences using vulnerability and empathy as drivers for Agile adoption and culture building. 

  • Liked Ken Furlong
    keyboard_arrow_down

    Ken Furlong - Upgrade Your Metrics – Cumulative Flow Diagrams and Beyond

    45 mins
    Talk
    Intermediate

    When dealing with metrics, most Agile or Lean teams begin with a Burndown Chart.  Unfortunately, that is also where most of them stop.  While a Burndown Chart is a great first step, it only provides a small sliver of the information the team has access to.

     

    In this talk, we’ll be starting at the beginning with what a Cumulative Flow Diagram is, how it relates to a Burndown Chart, its advantages, and where it too ultimately stops.  We’ll then look at additional information radiators that the team can easily use based on existing data to provide transparency to stakeholders and the raw material for continuous improvement.

  • Liked Melinda Solomon
    keyboard_arrow_down

    Melinda Solomon - Creating Compelling Agile Training: Not Just Butts in Seats

    45 mins
    Experience Report
    Beginner

     Training is often the first step in implementing an Agile transformation within an organization.  Often an agile coach will corral resistant staff members in a room and sell the virtues of Agile with disappointing results.  But at the United States Citizenship and Immigration Services, students are clamoring to voluntarily attend full day sessions and recommending classes to their colleagues.  The organization has successfully grown the Agile Training Program to include 10 courses taken by 2200+ attendees from 25+ federal agencies.  The training is not required on anyone’s mandatory curriculum, but instead is taken because students feel it provides real value enhancing their ability to work well in the organization.  Effective training doesn’t just educate, but instead changes behavior.  

     

    The masterminds behind the USCIS Agile Training Program will unpack the secrets to their success.  Mash Eslami, USCIS Section Chief of Agile Training, and Melinda Solomon, USCIS Agile Training Lead explore 10 factors that make students receptive to learn.  Part Experience Report, part Case-Study, this session will explore:

    • How to choose your initial audience
    • What to do with resistant students
    • How to structure a course that changes behavior
    • Ways to grow the program
    • And much more…
  • Liked Ben Morris
    keyboard_arrow_down

    Ben Morris - DevOps for the Rest of Us, Reprise

    45 mins
    Demonstration
    Beginner

    (This talk was well-received in 2015, so we can do an updated version for 2016)

    DevOps as a buzzword is gaining traction, but what does it really mean? Managers, non-techies, and developers-new-to-devops will get a guided demo of development automation. See all the cool tools in action - continuous integration, automated testing, cloud deployment, etc. More importantly, we'll walk through what they do, and why that adds value to a project. 

    This talk will...

    • Break down the buzzwords and define some key technical practices in plain english.
    • Uncover the pain that leads teams to seek greater automation.
    • Demonstrate a continuous integration pipeline working in practice via live demo.
    • Diminish the knowledge gap between technical practitioners and managers/analysts/coaches.
    • Level-up the vocabulary of non-technical attendees.
    • Introduce practices to developers who don't yet work in an automated environment.
    • Spark "ah-ha" moments to convert skeptics into DevOps believers!

    By the way, all of the tools in the demo are some combination of free and/or open source. DevOps doesn't have to cost a lot.

  • Liked Katy Saulpaugh
    keyboard_arrow_down

    Katy Saulpaugh - The Agile Reorg: A Survival Guide

    45 mins
    Talk
    Intermediate

    Reorganizations are notorious for being "a wonderful method for creating the illusion of progress while producing confusion, inefficiency, and demoralization" (credit to Charlton Ogburn). Yet in many cases they are necessary to create the cross-functional, self-organizing teams that succeed the most with the agile mindset. Because reorgs are so painful, many teams and organizations are reluctant to look at team structure at all, and the agile journey is over before it even begins. The result? Organizations and teams are siloed, hierarchical, and process-heavy. If an organization is structured right, it can create fertile ground for a truly agile enterprise. This talk will outline how to approach reorgs for agile teams and minimize the pain using change management techniques.