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Adaptive Program and Portfolio Management



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3 Days

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In today’s fast-paced business environment there is a need for an adaptive, responsive approach to managing the pipeline of work to be done, constantly measuring the investment against the potential and actual returns and rapidly changing direction without disrupting the flow of the organization.

This course looks at enterprise value management in the context of portfolios and programs – how do we ensure the organization's resources are being spent in the most effective way, that people are doing things that are of the most importance to the organization, and that interwoven streams of work are delivered successfully? This program draws on ideas from the latest thinking, blends these with tried and proven techniques and will provide you with tools and techniques to ensure you are able to help maximize value returned to their organization.

This course is part of two ICAgile certification tracks. View the ICAgile Certification & Training Roadmap ›

You Will Learn How To

  • Establish and engage the roles and responsibilities involved in portfolio management
  • Apply a variety of techniques for identifying value in an initiative
  • Make investment decisions using effective identify metrics
  • Align outcomes from an initiative with organizational strategy, and how the strategy needs to be adaptive
  • Build a value model to help guide investment decisions
  • Visualize and present a portfolio using portfolio Kanban
  • Measure progress and delivered value in an initiative
  • Adapt the flow of work- when to increase investments, pause, and stop
  • Propagate portfolio decisions across the delivery teams and manage the resultant impact
  • Scale to larger initiatives: how to structure teams and programs for the most effective throughput and value delivery

Important Course Information


  • This course builds on your existing knowledge of Agile. Ideally, you will have a foundation knowledge of Agile and it is valuable for you to have an understanding of the Agile Product Owner roles and responsibilities.

Certification & Exam Information:

  • This course is accredited with the Project Management Institute (PMI)® for 18 PDUs (Professional Development Units). Register your PDUs in your PMI account by using the PMI course code: 003645.
  • ICAgile dual-accredited course: Upon successful completion of the course and the end-of-course exam, both the ICP-PPM and ICP-EPO Certifications are granted.
  • Scrum Alliance Education Units: This course has been approved for Continued Education Units (SEUs). Sign in to your Scrum Alliance account and add 1 SEU (on your Dashboard, under "Manage SEUs") for each hour of in-class time under Category B.5. If you do not have a Scrum Alliance account, contact Learning Tree and we will register you for your credits.
  • This course can help you earn ICAgile certification. Click to view our options for ICAgile Certification Training ›

Course Outline

  • Why Adaptive Portfolio Management
  • Organizational paradigms
  • Breakthroughs in collaboration
  • Optimizing throughput
  • Setting up best environment for teams
  • Distributed team considerations
  • Defining Value
  • Calculating the cost of value
  • Constraints, Quality, Value Triangle
  • Stakeholders of value
  • Frameworks, Portfolios, Programs, and Initiatives
  • The differences between them
  • Why an agile portfolio is managed differently
  • Why an agile program is managed differently
  • Adaptive Portfolio
  • Governing the pipeline
  • Iterative Flow
  • Standing up for value, and how value is created
  • Adaptive Portfolio Lifecycle
  • Breakdown differenced between traditional and Lean/Agile approach
  • Mindset changes that are needed
  • Sources of waste
  • Building a Value Model
  • Heed and understand the ever-changing voice of your customer
  • Value life cycle
  • Using an enterprise value model to guide decisions
  • Estimate value based on model weights
  • From PMO to Value Delivery Office
  • New roles relationship structure
  • Value management as a team sport
  • Product management
    • Scaling Across Programs
    • Factors to determine your context
    • Considerations to scaling each factor
    • Options for frameworks available
    • Strategy and Alignment
    • Strategic hierarchy
    • Elements of the 7-S Model
    • Purpose alignment model
    • SWOT
    • Identify the Value
    • Value stream mapping
    • Alignment and Scope as elements of value
    • Money and Constraints as elements of value
    • Identify the impact
    • Understanding the Cost of Delay
    • Calculating risk
    • Turning risk in to potential costs
    • Weighted Shortest Job First
    • Metrics that Matter
    • What to measure
    • When to measure it
    • Kanban metrics
    • Possible business value dials
    • Governance with a Light Touch
    • Empowered teams aligned with organizational goals
    • Facilitating the flow of value
    • Defining Done
    • Importance of operational excellence
    • Producing a Roadmap
    • The value proposition
    • Kano analysis
    • Elements of a roadmap
    • Funding Models
    • Make valid comparisons between investments
    • Financial considerations (ROI, NPV, IRR)
    • Present Value Analysis
    • Knowing when to stop
    • Reinvestment decision making
    • Beyond Budgeting Model
    • Making Value Visible - Portfolio Kanban
    • Creating an agile portfolio planning Kanban wall
    • Make policies explicit
    • Setting realistic WIP
    • Creating a portfolio execution Kanban wall
    • Lean Startup
    • Build-Measure-Learn
    • Learning and Adapting
    • Delivery in small slices
    • Acting on feedback
    • Avoiding waste
    • Allow space for innovation
    • Iterative change roadmap
    • Leadership over the pain of change
    • Creating an adaptive business checklist
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    Course Tuition Includes:

    After-Course Instructor Coaching
    When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

    Free Course Exam
    You can take your Learning Tree course exam on the last day of your course or online any time after class.


    Training Hours

    Standard Course Hours: 9:00 am – 4:30 pm
    *Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

    Enhance Your Credentials with Professional Certification

    Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

    Earn 18 PDUs

    PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
    and PMBOK are marks of the Project Management Institute, Inc.

    This course is approved by PMI® for 18 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.

    Technical : 14 PDUs
    Business & Strategic : 4 PDUs

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