In today’s fast-paced world, outdated portfolio management methods create significant roadblocks to innovation and impact. If any of these sound familiar, you’re feeling the pain:
Imagine a portfolio where every dollar invested directly contributes to strategic outcomes, where teams are empowered to deliver value faster, and where you can pivot quickly based on real market feedback.
Connect portfolio investments directly to business strategy through value stream mapping and outcome-based metrics that matter to your stakeholders.
Replace heavy-weight processes with lightweight, frequent decision-making that keeps pace with market changes and empowers teams to act.
Identify and eliminate bottlenecks in your value delivery system, ensuring maximum throughput of valuable features to market.
Implement leading and lagging indicators that provide real-time visibility into portfolio health and ROI performance.
From assessment to optimization, we’ll transform your portfolio from a cost center into a strategic advantage that drives measurable business outcomes.
This phase is crucial for understanding your current state – your pain points, strategic goals, existing structures, and funding models. We work closely with your leaders to educate them on Lean-Agile principles and clearly articulate the strategic ‘Why’ behind adopting LPM. This phase also includes identifying your initial set of value streams, around which your portfolio will be organized.
Based on the foundation built, we collaboratively design your target LPM state. This involves defining how you will connect Strategy & Investment Funding, establish Agile Portfolio Operations, and implement Lean Governance. We also define the key roles and responsibilities needed to operate the system.
This is where we launch your new LPM practices, potentially starting with pilot value streams before scaling. Agile Velocity provides hands-on coaching and facilitation, guiding your teams and leaders through the practical application of the new ways of working. Crucially, we establish feedback loops and emphasize continuous inspection and adaptation to ensure your LPM system evolves and improves over time, delivering sustained results.
Without clear strategic alignment and data-driven prioritization, you risk investing heavily in initiatives that no longer matter or provide minimal return, draining valuable budget and effort.
The inability to quickly adjust priorities and funding means you're slow to react to new trends or emerging customer needs, causing you to miss critical windows of opportunity in the market.
A lack of clear direction, shifting priorities, and perceived wasted effort leads to employee frustration, decreased morale, and a disengaged workforce struggling to see the impact of their work.
Implementing Lean Portfolio Management requires navigating organizational change, coaching leaders, designing tailored processes, and building new muscles for strategic planning and governance.
This is where Agile Velocity excels. We are not just consultants; we are hands-on guides with deep expertise in both Agile transformation and enterprise-level strategic execution.
Streamlining painful annual planning into effective, predictable events.
Quick, rolling 6-month estimation for strategic initiatives and resource visibility.
Achieving consistent estimation practices at scale.
Seamlessly linking finance, accounting, capacity, and portfolio management.
Facilitating longer-range strategic reviews and executive steering.
Effective Lean Portfolio Management relies on objective data, clear visualization, and a systematic approach to connect strategy with execution. Agile Velocity leverages powerful tools to enhance your LPM journey, including our Path to Agility® Navigator SaaS platform.
The Navigator provides the data-driven insights and strategic roadmap needed to manage your portfolio with confidence.
By integrating the Path to Agility Navigator into your LPM implementation, you gain enhanced visibility, improve decision-making speed, and ensure your strategic investments are delivering maximum return. It’s a vital tool for building a truly high-performing, adaptable portfolio.
Connect with our experts today to discuss your portfolio management needs and jumpstart your next sprint.
