Master Agile Portfolio Management: 1 Day Workshop in San Francisco, CA

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About This Course

• Duration: 1 Full Day (8 Hours)
• Delivery Mode: Classroom (In-Person)
• Language: English
• Credits: 8 PDUs / Training Hours
• Certification: Course Completion Certificate
• Refreshments: Lunch, snacks, and beverages provided

Course Overview

This practical 1 Day training provides the skills needed to manage portfolios in agile environments. You will explore prioritization frameworks, capacity planning methods, portfolio Kanban, Lean budgeting principles, and agile governance rules. The course also covers value stream mapping to align strategy with execution and ensure continuous delivery of value. Through real-world examples, hands-on exercises, and agile decision-making techniques, you will learn how to optimize portfolio flow, respond quickly to change, and build alignment across teams and stakeholders.

Learning Objectives

By the end of this course, you will be able to:

• Manage portfolios effectively within agile environments
• Apply prioritization frameworks for value-driven decisions
• Use capacity planning and flow-based resource allocation
• Implement portfolio Kanban for visibility and speed
• Apply Lean budgeting for flexible funding
• Strengthen governance while enabling agility
• Map value streams to improve alignment and outcomes

Target Audience

• Agile leaders
• Project managers
• Product owners
• PMO professionals
• Scrum masters transitioning to portfolio roles

Why Choose This Course?

This course is designed by an expert in agile transformation, portfolio governance, and Lean-Agile delivery frameworks. You gain practical tools, templates, prioritization models, Kanban structures, and real-world examples used in modern agile organizations. The training focuses on actionable skills, not theory.

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Want to train your entire team?
We provide tailored in-house programs for PMOs, agile teams, leadership groups, and enterprise transformation units. Sessions can be customized to your frameworks—SAFe, Scrum@Scale, LeSS, or hybrid environments. Training can be conducted on-site with examples from your actual portfolio challenges.

📧 Contact us today to schedule a customized in-house session:

Info: • Understand portfolio roles and agile value principles
• Explore strategic alignment and portfolio visioning
• Learn how portfolios support enterprise agility
• Icebreaker

Info: • Apply WSJF, MoSCoW, and value-based prioritization
• Evaluate demand vs. impact using scoring methods
• Balance short-term needs with long-term goals
• Case Study

Info: • Allocate capacity across teams and value streams
• Manage demand, bottlenecks, and work-in-progress limits
• Use rolling wave planning for adaptability
• Simulation

Info: • Visualize work using Portfolio Kanban
• Improve throughput with flow metrics
• Reduce delays and optimize end-to-end delivery
• Activity

Info: • Understand dynamic funding and guardrails
• Align budgets with evolving priorities
• Shift from project-based to value-based funding
• Group Exercise

Info: • Build lightweight governance structures
• Implement governance checkpoints and risk visibility
• Ensure compliance without slowing down delivery
• Role Play

Info: • Identify value streams and end-to-end workflow
• Remove waste and improve delivery flow
• Connect strategy, execution, and customer value
• Action Plan Review

Event Venue & Nearby Stays

Mid-Market, 1390 Market Street, Suite 200, San Francisco, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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