{"id":20365,"date":"2022-12-14T14:22:26","date_gmt":"2022-12-14T20:22:26","guid":{"rendered":"https:\/\/blog.planview.com\/?p=20365"},"modified":"2022-12-15T10:24:43","modified_gmt":"2022-12-15T16:24:43","slug":"3-strategies-for-starting-your-lean-portfolio-management-journey","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/3-strategies-for-starting-your-lean-portfolio-management-journey\/","title":{"rendered":"3 Strategies for Starting Your Lean Portfolio Management Journey"},"content":{"rendered":"\n<p>There are a number of benefits that come from following Lean Portfolio Management principles in your organization. That&#8217;s why over the last decade, it has become common for organizations to undertake Agile transformation initiatives to improve value delivery.<\/p>\n\n\n\n<p>Many of these organizations focused on transforming traditionally siloed teams into dedicated, cross-functional teams that leverage fast feedback loops to deliver product increments more effectively.<\/p>\n\n\n\n<p>But here\u2019s the thing. In order to achieve enterprise Agility, Lean-Agile principles and practices must also be applied to the entire enterprise well before work is delivered by Agile teams. This includes upstream processes of strategic planning, budgeting, and portfolio management.<\/p>\n\n\n\n<p>A growing number of organizations have turned to Lean Portfolio Management as a model to help modernize and align business outcome-driven strategic planning and funding practices to work delivered by Agile teams.<\/p>\n\n\n\n<p>However, as much as organizations agree with Lean Portfolio Management principles and practices, many have struggled with implementation. The reason? It requires a fundamental shift in the organization\u2019s operating model.<\/p>\n\n\n\n<p>In this article, we will examine three strategies for how an organization can effectively begin the journey to successfully adopting Lean Portfolio Management principles.<\/p>\n\n\n\n<p>But first \u2013 if you\u2019d like to learn more, check out our three-part blog series on Lean Portfolio Management.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/blog.planview.com\/what-is-lean-portfolio-management\/\">Part 1: Defining Lean and Examining the Advantages of Lean Portfolio Management<\/a><\/li><li><a href=\"https:\/\/blog.planview.com\/lean-portfolio-management-lean-budgets-and-investment-funding-part-2\/\">Part 2: Addressing the Problems with Project-Based Funding<\/a><\/li><li><a href=\"https:\/\/blog.planview.com\/lean-portfolio-management-operations-an-agile-approach\/\" class=\"ek-link\">Part 3: A Guide to Agile Operations<\/a><\/li><\/ul>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/3-strategies-for-starting-your-lean-portfolio-management-journey\/#1_Obtain_Business_Leadership_Support_for_Lean_Portfolio_Management\" >1: Obtain Business Leadership Support for Lean Portfolio Management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/3-strategies-for-starting-your-lean-portfolio-management-journey\/#2_Generate_Short-Term_Wins_by_Adopting_Lean_Portfolio_Management_in_a_Single_Line_of_Business\" >2: Generate Short-Term Wins by Adopting Lean Portfolio Management in a Single Line of Business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/3-strategies-for-starting-your-lean-portfolio-management-journey\/#3_Leverage_Enterprise_Agile_Planning_Tools\" >3: Leverage Enterprise Agile Planning Tools<\/a><\/li><\/ul><\/nav><\/div>\n<h1 class=\"wp-block-heading\" id=\"h-1-obtain-business-leadership-support-for-lean-portfolio-management\"><span class=\"ez-toc-section\" id=\"1_Obtain_Business_Leadership_Support_for_Lean_Portfolio_Management\"><\/span>1: Obtain Business Leadership Support for Lean Portfolio Management<span class=\"ez-toc-section-end\"><\/span><\/h1>\n\n\n\n<p>By now, leadership support as a key component to successful Agile transformation is well known \u2013 and the need for that support in adopting Lean Portfolio Management is no exception. But understanding the type of leadership support is critical to success.<\/p>\n\n\n\n<p>In my experience as an Enterprise Agile Transformation Coach, I\u2019ve seen many Agile and Lean Portfolio Management transformations being driven by the PMO and the company\u2019s technology leaders. Oftentimes, business leadership does not understand the benefits of Agile and Lean Portfolio Management principles enough to adequately support the transformation. And without support from the business, PMO and technology leadership cannot successfully drive Lean Portfolio Management adoption.<\/p>\n\n\n\n<p>The reason for this is that traditionally, the PMO is responsible for the governance of the processes around delivering large bodies of work (e.g., projects, programs, portfolios). They are what I call \u201cOwners of the Process\u201d because they are responsible for defining, implementing, enforcing, and improving this delivery process.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Organizations can wrongly think Lean Portfolio Management is simply installing a set of new and modern project, program, or portfolio management processes. However, Lean Portfolio Management fundamentally transforms an organization\u2019s strategic planning and funding practices and connects them to downstream execution and value delivery. Therefore, it\u2019s critical that we also obtain leadership support from the &#8220;Owners of the Strategy\u201d and \u201cOwners of the Funding.\u201d<\/p><\/blockquote>\n\n\n\n<p>These stakeholders are also accountable for the ROI of their investments.<\/p>\n\n\n\n<p>One way to obtain support from business leadership is by generating awareness and creating a sense of urgency.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Help business leaders understand the importance of key Lean Portfolio Management principles such as connecting strategy to execution and funding value streams instead of projects \u2013 and help them understand the risks of not doing so.<\/p><\/blockquote>\n\n\n\n<p>Finance leadership should also be targeted to build awareness of the benefits of Lean Portfolio Management.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-2-generate-short-term-wins-by-adopting-lean-portfolio-management-in-a-single-line-of-business\"><span class=\"ez-toc-section\" id=\"2_Generate_Short-Term_Wins_by_Adopting_Lean_Portfolio_Management_in_a_Single_Line_of_Business\"><\/span>2: Generate Short-Term Wins by Adopting Lean Portfolio Management in a Single Line of Business<span class=\"ez-toc-section-end\"><\/span><\/h1>\n\n\n\n<p>Take a page from John Kotter\u2019s famous <a href=\"https:\/\/www.kotterinc.com\/methodology\/8-steps\/\">8 Steps for Leading Change<\/a> by generating short-term wins.<\/p>\n\n\n\n<p>It is easy for organizations to feel overwhelmed when approaching Lean Portfolio Management. Some organizations that I\u2019ve introduced Lean Portfolio Management principles to argued the level of change is impossible for an organization operating in the highly regulated financial industry.<\/p>\n\n\n\n<p>They believe that the only way to adopt Lean Portfolio Management is by introducing small principles and practices across the entire company, little by little. But they admit the approach will probably take a decade before they reach a level of Enterprise Agility.<\/p>\n\n\n\n<p>This way of thinking is what I call \u201craising the water level slowly.\u201d <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>It\u2019s understandable for organizations that may be rightly risk-averse due to the environment they operate in. Most of the time, these organizations will choose to optimize for stability. However, in today\u2019s fast-moving Digital Age, organizations must also optimize for innovation to remain competitive.<\/p><\/blockquote>\n\n\n\n<p>One strategy that allows an organization to <strong>optimize for stability and innovation<\/strong> is to identify a single line of business to adopt Lean Portfolio Management fully. At the same time, the rest of the enterprise continues to operate using traditional portfolio management processes.<\/p>\n\n\n\n<p>This chosen line of business should have the following qualities:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Adequate business leadership support<\/strong>: Obtain leadership support from the Owners of Strategy and the Owners of Funding<\/li><li><strong>A Foundation of Agile delivery<\/strong>: Value stream solutions delivered by teams of Agile teams incrementally<\/li><li><strong>Ability to manage strategic planning and budgeting independently<\/strong>: As the rest of the enterprise continues to operate using traditional strategic planning and portfolio management processes, the chosen line of business has the autonomy to fully adopt Lean Portfolio Management\u2019s strategic planning and budgeting principles and practices<\/li><\/ul>\n\n\n\n<p>For an organization operating in a highly regulated environment, the chosen line of business can be an area that is considered lower risk for transformation. The key is to fully adopt Lean Portfolio Management principles and practices to realize the value and benefits in this chosen line of business.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>The value realization of the short-term wins and gains from this transformation, as well as the lessons learned, can then be used to drive further Lean Portfolio Management transformation across the enterprise.<\/p><\/blockquote>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-3-leverage-enterprise-agile-planning-tools\"><span class=\"ez-toc-section\" id=\"3_Leverage_Enterprise_Agile_Planning_Tools\"><\/span>3: Leverage Enterprise Agile Planning Tools<span class=\"ez-toc-section-end\"><\/span><\/h1>\n\n\n\n<p>Contrary to what your first Agile instructor may have said, Agility at an enterprise level cannot be achieved with a whiteboard and sticky notes. Enterprise Agile Planning Tools really matter!<\/p>\n\n\n\n<p>The recent pandemic taught us that all organizations must collaborate effectively, both virtually and globally.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>It\u2019s critical for the organization to leverage a tools ecosystem that enables them to connect, visualize, and analyze data from strategy to execution to make informed decisions.<\/p><\/blockquote>\n\n\n\n<p>Without this, they will experience inefficiencies through manual data entry and unreliable manual reporting as they attempt to connect strategy to execution by adopting Lean Portfolio Management principles.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.planview.com\/products-solutions\/solutions\/enterprise-agile-planning\/\">Planview\u2019s Enterprise Agile Planning solution<\/a> provides a world-class connected and scalable enterprise-level Lean Portfolio Management, Agile Program Management, and Agile Delivery platform that enables planning and value delivery from the strategic portfolio level to the Agile team.<\/p>\n\n\n\n<p>Planview\u2019s solution effectively supports organizations operating in traditional project-based portfolio management while adopting Lean Portfolio Management for parts of their organization.<\/p>\n\n\n\n<p>If you are ready to embark on your Lean Portfolio Management journey, Planview is here to help make that journey a success. Access our <a href=\"https:\/\/info.planview.com\/enterprise-agile-planning-_demo-on-demand_lad_en_reg.html?_ga=2.16471990.1679959337.1670950330-924024942.1649689993\">on-demand Enterprise Agile Planning demo<\/a> to see how Planview can help your organization <strong>drive strategic alignment to corporate goals<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are a number of benefits that come from following Lean Portfolio Management principles in your organization. That&#8217;s why over the last decade, it has become common for organizations to undertake Agile transformation initiatives to improve value delivery. Many of these organizations focused on transforming traditionally siloed teams into dedicated, cross-functional teams that leverage fast&#8230;<\/p>\n","protected":false},"author":237,"featured_media":20375,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":4,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[7548],"tags":[],"class_list":["post-20365","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lean-portfolio-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Strategy for Implementing Lean Portfolio Management Principles<\/title>\n<meta name=\"description\" content=\"Discover three actionable 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