Project Management Institute

The Agile Portfolio Manager: Advanced Lean-Agile Practices - CANCELLED


Topics: Agile | Portfolio Management | Strategic Planning and Implementation

The transition from project-centric portfolio management towards customer-centric product and service and value streams is accelerating with every Agile implementation in IT and beyond. After all, every company is a software company, and IT drives everything we touch. Balancing long term strategy with the ever-changing demands of your customers and new organizational agile capabilities will be our focus. Welcome to the Creative Economy. Industrial age portfolio processes are no match for the dynamics and demands of value creation in today's Creative Economy. As Agile transforms the ways our teams deliver solutions, so too is the Agile mindset transformation the way we align our investment strategies, analyze and initiate projects, plan and monitor work, and evaluate results through customer-value focused delivery.

An Agile Enterprise requires Agile Portfolio Management and Agile Portfolio Managers. This seminar is a bold step away from the status-quo, focusing on advanced Agile Portfolio Management knowledge and practices derived from the most successful Agile frameworks in use, such as Scaled Agile Framework for the Enterprise (SAFe), Disciplined Agile Delivery (DA), Large Scale Scrum (LeSS), [email protected], and DAFLEX.

This seminar is based on real-world implementations and provides a playbook for traditional program and portfolio managers to align their practices to support the Agile enterprise transformation that is most likely already in progress. This program bridges the gap between the traditional static roadmaps and the dynamic backlogs used by hyper-productive value stream teams.

Our focus will be on advanced Agile Portfolio Management practices that align with the Agile Values and Principles through the implementation of a LEAN Portfolio Management process aligned to strategic themes and derived Value Streams. You will learn you how to quantify business value for ranking Portfolios. Our focus will be on practices that translate the strategic and customer voices from Personas and Customer Journeys all the way to MVP Roadmaps and ultimately actionable Backlogs utilizing MBIs. Together, we will develop advanced practices that balance the strategic long term objectives with the new found agility as part of an Agile Enterprise Transformation. Drop the five-year roadmap for a day and join us to learn what's next. You won't find this stuff in books. Not yet.

What You Will Learn

Upon completion of this course, participants will be able to:

  • Demonstrate how you can quantify business value and prioritize work.
  • Define your weighted shortest job first approach to continuous delivery of value.
  • Investigate how best to connect Products, Projects, and Agile Value Stream Teams (VSTs).
  • Design your Agile Portfolio Management Approach: From Strategic Themes to a Portfolio Kanban to Delivery as a continuously repeatable process.
  • Examine real-world case studies of Agile Portfolio Management success and how to apply it to your business and the role of Agile Portfolio Manager.
  • Evaluate how DevSecOps will help your organization to optimize your value streams.

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Leadership and Strategic PDUs apply evenly across all credentials and Technical PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials.
Technical Leadership Strategic Total
CAPM / PMP / PgMP 3 1 10 14.00
PMI-ACP / Agile* 3 1 10 14.00
PMI-SP 3 1 10 14.00
PMI-RMP 3 1 10 14.00
PfMP 3 1 10 14.00
PMI-PBA 3 1 10 14.00
pmi_talent-triangle_alignments_technical_rgb pmi_talent-triangle_alignments_leadership_rgb pmi_talent-triangle_alignments_strategic_rgb pmi_talent-triangle_alignments_rgb

Seminar Instructor(s)


Karlheinz Muenchow PMP

Drew is an Enterprise Agile/DevSecOps Transformation Leader, Coach, and Agile Trainer veteran of 13 years, first starting as a Scrum Master in the early days of Scrum's explosive growth across information technology, on up to now specializing in standing up Agile Centers of Excellence and Business Agile Leadership.

From leading missile launch systems to mechatronics engineering, Karl’s passion has always been to find better ways to innovate, design, and ultimately empower teams that produce the extraordinary.

While Karl primarily work hands-on and on-site directly with clients, he trained over 3,000 executives, project managers, and engineering leaders across the globe on organizational agility and emergent systems design and mentored hundreds of high-performance teams. His Lean-Agile/DevOps programs based on my experiences have been hosted again in 2020 by PMI SeminarsWorld as advanced programs in Lean-Agile transformations, Lean-Agile Portfolio Management, and DevSecOps operations.

“As a Systems Engineer by profession - and a Lean-Agile/ DevSecOps transformation leader and mentor by passion - I believe that business agility is only attainable by aligning corporate culture focusing equally on business expectations and engineering excellence of the underlying technology to make it so. Business agility without de-coupling the underlying monolithic architectures is not achievable. My focus is on effective agile value stream design, team building, DevSecOps (CI/CD pipeline optimization), and developing scaling solutions utilizing elements from SAFe, Scrum at Scale, LeSS, Disciplined Agile, FLEX, and other Lean fundamentals as appropriate. The process has to fit your work, not the other way around. ”

Karl’s track record includes critical roles in Agile/DevOps journeys at companies such as HSBC, Cigna, Universal Orlando, Randstad, Comcast, GE, Siemens, CNN, Broadridge Financials, CNBC, Cubic Defense Systems, UMPQUA Bank, PepsiCo, Rubbermaid, Lowes, Danger (T-Mobile Sidekick), Panasonic (X-700), and other organizations ready to take it up a notch in today’s creative economy.


Drew Clark

Drew Clark is currently the Enterprise Agile Transformation Coach at Universal Orlando Resort where he manages a team of Scrum Masters and Agile Professionals in career growth and the continuous adoption of the Agile mindset and methods, and the expansion of an Lean-Agile Center of Excellence to bring agility to the entire organization, within IT and beyond.

He has been an Agile Transformation consultant in industries such as Banking, Video Games, Insurance, Telecom and Entertainment. Drew has worked with all four major Agile consulting firms, helping organizations adopt the Agile values and working methods to achieve business and technical agility. Throughout his 20+ year in IT and Software Development, Drew has mentored over 100 Agile Teams through coaching, training and certification, along with Program and Portfolio-level Agile adoptions.

Drew is a Scaled Agile Framework for the Enterprise implementation consultant as well as a PMI certified PMP and ACP. Drew is an evangelist for the Agile values and principles as the method of culture-based Enterprise Agile Transformation strategies. His focus is on collaboration and the constant delighting of customers through frequent delivery of Products and Projects.

Course Information

2 Days
6 - 7 April 2020


Member Price
(US$1456.00 before 24 February)
Non-Member Price
(US$1612.00 before 24 February)
Government Pricing

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