HeptaMS Lean-AI Portfolio Expert

Learning objectives in detail

1. 1 Name the systemic error of starting more than can be finished, and draw the parallel to WIP overload in a team.
2. 2 Formulate strategic themes and measure an initiative against them, including the consequence when it contributes to none.
3. 3 Distinguish classic and lean portfolio management and draw the hybrid boundary for their own organisation.
4. 4 Set up lean budgets with guardrails and justify to the finance function why value streams rather than undertakings are funded.
5. 5 Set up a portfolio kanban and prioritise with WSJF.
6. 6 Select portfolio metrics that support decisions rather than producing reports.
7. 7 Formulate a lean business case as a hypothesis and set checkpoints for refutation.
8. 8 Set up lean governance that steers rather than administering reports.
9. 9 Make the three blind spots visible in their own portfolio.
10. 10 Justify and enforce a stop signal.
11. 11 Facilitate an OKR cascade from portfolio to team without it turning into goal assignment.
12. 12 Set up partner governance at three levels and judge whether the organisation leads its partners or is led by them.
13. 13 Design an SLA with three to five metrics and effective consequences.
14. 14 Identify the multi-vendor no-man's-land and take the integration points into their own responsibility.
15. 15 Position agentic delivery as a governance question and assess their own organisation's maturity.