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Portfolio Management

Enterprise Services Planning: Module 1 – Portfolio Management

February 22, 2015 by David Anderson

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning: Module 1: Portfolio Management

Training class for up to 24 attendees

Duration: 2 days

Pre-requisites: Informational level knowledge of kanban systems and their application to knowledge work and creative services workflows

Target Audience

“I am a business leader who needs to understand the dynamics of our environment in order to make better decisions about what to start, when to start them and the likelihood of a successful and desirable outcome for our business and our customers”

“I am a portfolio manager who needs to make decisions about risk and capacity allocation, decide when to start projects and initiatives and manage our portfolio of concurrent projects, initiatives and activities.”

“My job is to manage risk for our organization and advise our leaders and the management team in our PMO”

“I work in the PMO and I want to be more effective in my job. I’m overwhelmed and overburdened and I’m looking for simpler, more powerful ways to make decisions, take actions and work with project stakeholders.”

Curriculum

Day 1 – Fitness for Purpose & Cost of Delay

  • Blizzard Skis case study
  • Defining Fitness for Purpose
  • Defining Fitness Criteria Metrics (KPIs)
  • Classes of Service and alignment with market segments and fitness criteria
  • Qualitative assessment of Cost of Delay
    • Market payoff function
    • Defining cost of delay
    • Cost of Delay function shapes
    • Cost of Delay impact assessment
    • Shelf life

Day 2 – Scheduling, Sequencing, Risk & Strategic Alignment

  • Scheduling work
    • optimal start time
    • window of opportunity
  • Sequencing
  • Portfolio Risk
  • Hedging Risk
  • Risk Profiling
  • Pragmatic Philosophy for Risk Management
  • Aligning Strategy with Capability
  • Implementing a regular Strategy Review

Learning objectives

Understanding evolutionary improvement of service delivery by applying evolutionary theory to development of fitness criteria metrics (or, key performance indicators (KPIs)) by understanding what creates “fit for purpose” service delivery based on customer needs and expectations.

Understanding use of classes of services to serve specific market segments and sources of demand to enable delivery within expectations and against the defined fitness criteria metrtics

Understanding cost of delay as a concept and knowing how to classify it in a qualitative and pragmatic fashion using taxonomies

Understanding how to apply cost of delay and lead time capability sensitivity analysis for scheduling. Learning how to determine earliest start, latest start and optimal start dates for requested work

Understanding how to use market role risk assessment to sequence work in large batch commitments (such as projects)

Understanding how to assess portfolio risk based on strategic contribution and market lifecycle stage

Understanding how to hedge portfolio risk using capacity allocation in kanban systems

Understanding how to develop a multi-dimensional risk profile for portfolio or project level use and how to visualize it and use the visualization to inform scheduling and option selection/discard decisions

Learn the 12 point pragmatic approach to risk assessment

Understand appropriate alignment of service delivery capability with strategy and risk hedging allocation

Understand the purpose of a regular Strategy Review to assess market segments, fitness criteria, risk hedging policies and alignment of strategy, risk management policy and service delivery capability

As an entire outcome attendees will have learned how to select work for a portfolio, how to align a portfolio of work with company strategy, how to insure that strategy is aligned with capability, how to schedule and sequence work within the portfolio, and how to hedge risk across the portfolio

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, marketing managers and strategic planners, senior executives and those responsible for strategy, risk policies and strategic decision making, management trainers, management and executive coaches, anyone interested in resilience and survivability of their business and those responsible for service delivery to customers.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

For open registration classes please consult our training listings If you don’t see a class listing near you please contact our sales department via the link at the bottom of the page

For private classes please contact sales.

Filed Under: ESP Tagged With: Enterprise Services Planning, Fitness for Purpose, Kanban, KanbanESP, Portfolio Management, Scaling, Strategy, Training

Enterprise Services Planning: Module 3 – Project & Capacity Planning

February 22, 2015 by David Anderson

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

Enterprise Service Planning Map
Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 3: Project & Capacity Planning

Training class for up to 24 attenedees

Duration: 1 day

Pre-requisites: Recommended KMP (Kanban Management Professional). At minimum understanding of work item type definition from the 2nd day of “Getting Started with Kanban” Foundation Level training. Knowledge of the use of Little’s Law from ESP Module 2.

A revision exercise to help understand basic work item type and demand analysis is included as an option for this class.

Target Audience

“I am a portfolio manager and I want to know if we have enough capacity to complete our commitments from our strategic plan”

“I am a function manager and I want to know how to allocate capacity across our kanban systems in order to deliver on our commitments and meet expectations”

“I am a service delivery manager and I’d like to know how to make plans and estimates and communicate realistic expectations”

“I am a project manager and I’d like to know how to make plans and estimates and communicate realistic expectations”

Curriculum

Day 4 – Project & Capacity Planning

  • Demand Analysis
    • work item type definition
    • recognizing patterns of demand
    • classifying demand: value-adding or not; refutable or not; planned or not; speculative or not; disruptive or not
  • Demand Shaping
    • using risk management policy to shape demand
    • studying the risk tradeoffs of demand shaping
  • Capacity Planning
    • using Little’s Law to align Kanban system capacity allocation with desired go-to-market or strategic outcomes
    • outcome-driven design (ODD)
  • Large Project Forecasting
    •  using Little’s Law & the s-curve to model large project delivery
  • Labor Pool Liquidity
    • understanding the concept of liquidity as a task to skills & experience matching problem
    • kanban system design strategies to increase Labor Pool Liquidity
    • tying career path and staff development to improved Labor Pool Liquidity
    • exploring the challenges of scaling Labor Pool Liquidity as a management tool
  • Kanban System Liquidity
    • understanding Kanban system liquidity as a work to worker matching problem
    • measuring liquidity
    • why Kanban system is a good metric
    • understanding how to measure volatility
    • using volatility as a method for sampling data sets for lead time distributions and probabilistic forecasts
    • validating whether the current system performance, continues to reflect the recent past, and use of reference class forecasting is still valid

Learning objectives

Learning to use advanced demand analysis to understand opportunities for improvement and how to design a Kanban system with adequate capacity and risk hedging to cope gracefully with variation in demand over time. This is particularly useful for areas such as IT operations with lots of irrefutable demand and unplanned demand.

Learning how to trade risk for capacity by using policies to shape demand.

Understanding the outcome-driven design (ODD) approach to capacity planning. Planning delivery rates of work items using WIP limits rather than allocating people, resources or units of time.

Learn how to use Little’s Law and other probabilistic approaches to make quick, cheap but highly accurate project delivery forecasts.

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

For open registration classes please consult our training listings https://kanban.university/courses/list If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Filed Under: ESP Tagged With: Capacity Planning, Estimating, Forecasting, Kanban, Kanban ESP, Planning, Portfolio Management, Project Management

Enterprise Services Planning Module 4 – Portfolios, Program & Dependencies

February 22, 2015 by David Anderson

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

esp_map_large

Map of the Enterprise Services Planning Framework

Enterprise Services Planning Module 4: Portfolios, Programs & Dependencies

Training class for up to 24 attendees

Duration: 1 day

Pre-requisites: KMPs (Kanban Management Professional) will find that about 50% of this class repeats Day 2 of “The Kanban Method” class.

Minimum pre-requisites would be “Getting Started with Kanban” (Foundation Level) or completion of ESP Module 2: Enterprise Services. ESP Module 1: Portfolio Management is recommended to be taken together with this module as there is considerable synergy.

Target Audience

“I am a portfolio manager and I want to how we can use Kanban to better manage our portfolio”

“I am a process coach and I want to know how to scale Kanban throughout our business”

“I am a project manager and I want to understand how to do retrospectives with Kanban”

“I am a program manager and I want to understand how to manage dependencies when we are using Kanban in our delivery organization”

Curriculum

Day 5 – Portfolios, Programs & Dependencies

  • Scaling Kanban
    • approaches to scaling
    • bounding unbounded queues 
  • Dependencies
    • between services
    • integration dependencies
      • peer-to-peer dependencies
      • parent-child dependencies
  • Visualizing Dependencies
  • Portfolio Kanban
  • Scaling out across an organization
  • Feedback Loops to Improve Service Delivery
  • Conducting Standup Meetings
    • lower maturity, walk-the-board right to left
    • higher maturity, larger scale, focus on exceptions
  • Conducting Service Delivery Reviews
  • Conducting Operations Reviews

Learning objectives

The primary objective of this class is to learn how to implement Kanban at scale.

Understand advanced visualization for dependencies, programs & portfolios

Understand the feedback mechanisms that allow Kanban to scale and kanban systems to adjust and evolve in response to interdependent demand

Learn how to conduct the important meetings that make Kanban work as an evolutionary approach to creating service delivery that is “fit for purpose”

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, function/line managers or team leads, management trainers, management coaches, individual contributors working in creative or knowledge work service delivery or project environment, anyone responsible for service delivery to customers, anyone wishing to learn how to scale Kanban implementations beyond a single team or a single service workflow.

Applicability

This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.

Sales

For open registration classes please consult our training listings https://kanban.university/courses/list If you don’t see a class listing near you please contact us sales@kanban.university

For private classes please email sales@kanban.university

Filed Under: ESP Tagged With: Dependency Management, Enterprise Services Planning, Kanban, KanbanESP, Planning, Portfolio Management, Program Management

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