Portfolio Alignment

Drive Down Uncertainty of WHY and Learn Fast

Optimizing alignment of the organization to the strategic imperatives of the enterprise ensures that effort and expense is directed at the most important goals.

Purpose

  • ​Intake process for Initiatives to be considered 
  • Product Category Team alignment to the business strategies ensures effort and expense is directed at the most important business objectives and the most valuable work.
  • Define what is needed​
  • Maximize Performance of Capabilities

Inputs

  • Capability Model Creation​
  • Impact Mapping​
  • Customer Journey Mapping​
  • Stakeholder Analysis Diagram Creation​
  • Empathy Mapping​
  • Persona Creation​
  • Evaluative Research​
  • Contextual Inquiry​

Activities

  • Epic Brief initiated 
  • Epic Brief Writing (Problem Clarity)
  • Epic Alignment
  • Epic Prioritization
  • Intake & Demand Planning Meeting

Definition of Done

Outcomes

  • Validation that the epic is aligned to strategic business intent/outcomes
  • Agreement on what business problems are being addressed by the epic
  • A shared understanding of the business value and the Cost of Delay
  • Agreement on the initial SWAG or hypothesis of the level of effort to deliver the business value
 

Epic Brief (or equivalent in ALM tool) needs to be started (following sections completed)

  • Epic Problem Statement
    • What problem is being solved by this epic?
    • Defines value
  • Desired Outcomes & Success Criteria
    • Why is this epic being built?
  • User Personas & Context of Usage
    • Who is consuming this epic? How are they using it?
  • Business Risks
    • What uncertainties exist that jeopardize the success of the epic?
  • Assumptions (about the market)
    • What assumptions are being made about the market that jeopardize the success of the epic?
  • Mapped Capabilities
    • What company capabilities are being impacted by this epic?

RACI

  • R – Product Category Team, Product Line Team
  • A – Product Category Team
  • C – Product Manager, SMEs
  • I –  Delivery Team