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Course Outline

Lead Projects Successfully

Kanban for Portfolio Management Training Course

Rating

9/10

Duration

2 Days

Course Overview

This course focuses on applying Kanban practices to portfolio management, enabling organizations to balance demand and capacity effectively while optimizing strategic initiatives. Participants will learn to visualize portfolio workflows, manage dependencies across projects, and prioritize work to align with organizational goals. Through practical exercises and real-world examples, attendees will gain the skills to implement Kanban for portfolio-level decision-making and continuous improvement.

Format of Training

  • Instructor-led sessions with portfolio management-specific insights.
  • Hands-on lab exercises to design and manage portfolio-level Kanban systems.
  • Group activities to practice prioritization and workflow management.
  • Real-world case studies to explore Kanban applications in portfolio management.

Course Objectives

  1. Understand the principles of Kanban applied to portfolio management.
  2. Visualize and manage portfolio workflows to track strategic initiatives.
  3. Balance demand and capacity across multiple projects.
  4. Prioritize work to align with organizational objectives and constraints.
  5. Monitor portfolio performance using key Kanban metrics.
  6. Manage dependencies and risks across projects using Kanban boards.
  7. Foster a culture of continuous improvement in portfolio management.

Prerequisites

  • Familiarity with basic Kanban principles is helpful but not mandatory.
  • Open to portfolio managers, team leads, Agile practitioners, and decision-makers.
  • Willingness to participate in hands-on activities and discussions.
  • Basic understanding of portfolio management concepts is recommended.
Course Outline

Day 1
Session 1: Introduction to Kanban for Portfolio Management

  • Overview of Kanban principles applied to portfolio-level workflows.
  • Benefits of Kanban for managing strategic initiatives and capacity.

Session 2: Visualizing Portfolio Workflows

  • Setting up Kanban boards for portfolio management.
  • Hands-on lab: Designing a portfolio Kanban board to track initiatives.

Session 3: Balancing Demand and Capacity

  • Techniques for managing demand and aligning it with available capacity.
  • Hands-on lab: Configuring WIP limits for a portfolio workflow.

Day 2
Session 1: Prioritizing Strategic Initiatives

  • Tools and techniques for prioritizing work at the portfolio level.
  • Group activity: Applying prioritization frameworks to a Kanban system.

Session 2: Managing Dependencies and Risks

  • Identifying and resolving cross-project dependencies.
  • Using Kanban to visualize and mitigate risks.

Session 3: Monitoring Performance and Continuous Improvement

  • Key metrics for portfolio management: flow efficiency, cycle time, and throughput.
  • Hands-on lab: Analyzing portfolio performance using Kanban metrics.

Session 4: Real-World Applications and Case Studies

  • Examples of successful Kanban implementations in portfolio management.
  • Group activity: Designing a Kanban system for a multi-project portfolio.

Bespoke Option

We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

Course Enquiry

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Kanban for Portfolio Management Training Course

Course Name: Kanban for Portfolio Management Training Course

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