Portfolios

Shaping Agility

Applying Lean and Agile techniques at scale to bring about effective, sustainable improvement in Culture, Execution and Business Results.

Bring Clarity and Traction to Your Product Organization With Product Operations

Do your Product Managers spend more time managing work than maximizing outcomes? The product organization works hard to write artifacts, prioritize roadmaps, and manage deliveries. However, despite good intentions, communication between Product, Engineering, and Design is inconsistent or full of friction. Without clear visibility into product performance and user experience, your product teams are left …

Agility Strategy Workshop

Are you looking at going Agile but not sure what’s the right approach? For organizations looking to use agile techniques to improve their business agility, my Agility Strategy Management/Leadership Workshop is an interactive deep-dive approach to creating or re-aligning a strategy for scaling agility in your organization. Going beyond training, this workshop starts with the …

SAFe™ Agility Strategy Workshop

SAFe™ Training is great but not enough For organizations looking to use the Scaled Agile Framework (SAFe™) to improve their business agility, my SAFe™ Agility Strategy Management/Leadership Workshop is an interactive deep-dive approach to create or re-align a strategy for scaling agility leveraging SAFe in your organization. Going beyond training, this workshop starts with the …

Breaking the SAFe Season 1

Is SAFe good? Is SAFe agile? What are SAFe’s strengths? Weaknesses? How does SAFe see the Scrum Master and Product Owner roles? What are the benefits and challenges of the PI Planning practice? Ryan Ripley and I recorded Breaking The SAFe, a series of videos dissecting SAFe. Do you want a cliff notes version? It …

Bringing Business, Clinical Operations and IT together to deliver faster better Business Outcomes at Spectrum Healthcare

Overview Spectrum Healthcare, a multispecialty medical practice in Maine, wanted to improve operational efficiency across surgical operations, quality, marketing, clinical operations, physiotherapy champions, compliance, medical staff services, billing, and IT. IT, clinical and operational leaders aimed to enhance collaboration across departments and improve their ability to drive operational changes effectively. When/Why Spectrum was looking at …

Fixing Your OKRs - Back to First Principles

Fix Your OKRs: Back to First Principles Video

In this video, I explore the core issues many organizations face with their OKR (Objectives and Key Results) practices. We’ll revisit the fundamental principles that often get lost in the process of setting and tracking OKRs and explore how to fix misaligned strategies. Tune in for actionable insights to help you reset your approach, align …

From Fingerprints to Frameworks: NEC’s Agile Journey with Scrum and Kanban

The journey for NEC with Scrum, Kanban, and agility illustrates the effectiveness of these practices in transforming complex, real-world environments. By starting small, defining their products, having greater focus by having teams understand what their products were, and engaging leadership in transparent decision-making, NEC addressed immediate operational challenges and laid a strong foundation for sustained growth and innovation. Being pragmatic and approaching their agility journey with an agile mindset was key to enabling this sustainable, sticky change in a hectic, high-stakes operational environment.

Check out NEC’s agile journey in this recent episode of the Scrum.org Community podcast, where Scrum.org’s Dave West interviews Steve Lizotte, VP of Engineering at NEC, and Yuval.

Mastering Agility Podcast – Lean Portfolio Management and OKRs with Yuval Yeret

In this conversation, Jim, Sander, and their guest, Yuval, discuss various topics, including SAFe, lean portfolio management, and OKRs. They explore the misconceptions and polarizing nature of SAFe, the difference between a traditional PMO and a lean portfolio, and the challenges of managing different ways of working within a global organization. They also delve into …

Interview on the Private Equity Funcast -Understanding the Agile/Agility Ecosystem

I’ve been an avid listener of the Private Equity Funcast for a while. I find the Private/Growth Equity space fascinating—there are lots of potential synergies with my agility practice, interesting conversations, and exciting opportunities. On the Funcast, ParkerGale partners Jim, Devin, Paul, and their guests share their culture-oriented perspective and approach. True to the name, …

Portfolios

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