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In this two-day workshop-style course, attendees gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations and Lean Governance.

Participants in the course have the opportunity to capture the current and the future state of their portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. Participants also explore methods to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance..

Course Schedule:

Orientation: 4/19 – 10:00 am – 11:00 am (CT)
Workshop Hours: 4/20 – 8:00 am – 5:00 pm (CT)
 4/21 – 8:00 am – 5:00 pm (CT)

Your Instructor: Phil Gardiner

Phil Gardiner

As leader of Applied Frameworks’ SAFe Practice, Phil is responsible for large-scale transformations and guiding change agents as they learn to apply the Scaled Agile Framework. Phil has served as a leader, coach, and consultant at some of the world’s largest companies as well as government organizations such as the US Department of Defense.

Background & Credentials
Prior to becoming a consultant in 2015, Phil spent sixteen years at AT&T as a leader and internal change agent, working to bring products and services to market faster through the use of technology and Lean-Agile methodologies.

Phil is a Certified SAFe Program Consultant Trainer® (SPCT), one of less than 100 people who hold this certification globally.  He is an active collaborator within the Scaled Agile Community and is cited as a subject matter expert in a variety of topics including Lean Portfolio Management and Agile Product Management.

In addition to his SAFe expertise, Phil is an agile coach with experience in a variety of other Lean-Agile methodologies and approaches.

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