Portfolio, Program and Value Stream Management

trainings - Portfolio, Program and Value Stream Management
Portfolio, Program and Value Stream Management
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This course presents an integrated view of organizational systems leading to value realization (financial and non-financial). The Value Stream is well suited to complex and ever-changing environments as it integrates strategy, portfolio, programs, projects and operations into a continuous and iterative flow.

The goal of any business is to be able to allocate its resources to the most valuable initiatives, so on Day 1 we will discuss the organizational context and how to generate value through an integrated process from strategy to value realization for the business and its customers.

Day 2 will demonstrate how to integrate the various elements of the Value Stream and prioritize its various initiatives.

Finally, on Day 3, we will see how to manage these activities on a day-to-day basis; allocate resources, realign as needed, deploy and support integration

Finally, a reminder of governance systems, the need to consider corporate culture, and the relationship with other organizational systems.

This training is intended for :

  • Project managers working on strategic projects
  • Program or organizational change managers
  • PMO or portfolio managers
  • Business managers working in project or agile mode

Once the training is completed, you will be able to:

  • Increase your ability to analyze and select organizational initiatives and allocate resources in an organized manner to generate value.
  • Take responsibility for change and decisions to achieve business and organizational objectives.
  • Recognize why, when and how to use portfolio, program and value stream management within a framework and culture designed to create value. 

Formula and logistics

  • 3-day training course(s)
  • Virtual / face-to-face
  • Practical exercises on a real case 

Course outline

Day 1 

  • Organizational Context
    • Organizational Dynamics
    • Organizational Structures
    • Business Strategy Alignment
    • Business Strategy Development
  • Organizational Value Stream
    • Portfolio Management
    • Value Control
    • Lean budgeting and annual budgeting 

Day 2 

  • Managing the Value Stream
    • Portfolios/programs/projects/operations
    • Create a business backlog
    • Develop MBIs
    • Evaluate portfolio, categorize components
    • Prioritize initiatives
    • Create development backlog (CSFs/KPIs)
    • Evaluate the value of initiatives 

Day 3 

  • Implement the Value Stream
    • Activities Pipeline - Allocate resources
    • Continual appraisal & realignment
    • Change management (formalized)
  • Integrated Organizational System
    • Governance System
    • Culture Change (Mindset/Values)
    • Relationship with other systems
  • Summary & Conclusions 


  • 21 PDUs 
  • Training certificate
  • Discussion, real-life case studies, experience sharing 

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