Shouldn’t your ability to innovate IMPROVE as you scale, rather than stall out?
Do any of these sound familiar?
Decision Paralysis: Uncertainty and complexity bring your business to a standstill. Teams operate in silos, unable to adapt or innovate.
Missed Opportunities: You see competitors pivot and innovate while your organization struggles to maintain the status quo. Your cross-product process is intended to bring order, discipline, and reduce risk – but it doesn’t prevent building the wrong things, just slows the process down.
Cross-functional Hell: Despite creating “Agile / Product” teams, every meaningful innovation/transformation requires heavy collaboration – becoming a “project” or “program”.
There MUST be a better way.
Introducing The Portfolio Agility Roadmap
A practical, no-fluff email course where leaders of growing organizations and practicing portfolio leaders will learn the foundational practices of multiple-product/portfolio agility so they can start evolving from a feature factory managing scattered investments to creating a product-oriented mega-lab that drives growth, value, and resilience.
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What You’ll Learn (Course Overview)
Over 6 days, this email course will help you approach your multi-product organization with clarity, start in the right direction, and avoid costly mistakes. You’ll discover how to:
- Determine Whether You Need a Portfolio Operating Model – Learn why a Portfolio level perspective is such a powerful secret tool for starting or leveling up the product agility journey.
- Start where you are – Bringing Visibility, Focus, and Flow as a focused, low-risk initial intervention.
- Descale Your Portfolio By Organizing Around Products – Learn how to minimize dependencies and coordination overhead in a multi-product portfolio.
- Reduce Risk and Improve Outcomes by leveraging alignment, moving from outputs to outcomes, and using an evidence-driven empirical product approach to develop your most strategic cross-product and organizational initiatives.
- Develop and Evolve your Portfolio Operating Model Using a Product-oriented Approach
- Show Up As a Product-Oriented Portfolio Leader – Modeling and Leveraging Product and Agility Principles
Each lesson is focused, practical, and designed to help leaders at scale-ups, mid-size, and pragmatic enterprise organizations navigate their scaling journey.
What You’ll Get (Value and Benefits)
By the end of this course, you’ll:
- Understand the Core Concepts of portfolio agility—and how they can stabilize fast growth or reignite innovation in a multi-product organization.
- Gain Practical Tools to visualize work, align, organize around outcomes, and steer leveraging evidence and empiricism.
- Build Confidence to start small, achieve quick wins, and scale sustainably over time.
- Walk Away with an Action Plan tailor-made for your organization’s growth trajectory.
What’s Inside the Course?
Day 1: Determine Whether You Need a Portfolio Operating Model
- Explore common scenarios to identify if a portfolio approach is right for your organization.
- Determine whether your current challenges stem from scattered priorities or structural misalignment.
Day 2: Navigating the Portfolio Landscape
- Navigating the landscape of portfolio-level operating systems / frameworks.
- Discover how familiar product principles can scale effectively without unnecessary complexity.
- Focus on solutions that deliver immediate impact while staying adaptable.
Day 3: Start Where You Are—Bringing Visibility, Focus, and Flow To Your Strategic Initiatives
- The value of starting with quick, low-risk interventions such as Flow visualization and management.
- Setting up and using a Portfolio Kanban
Day 4: Descale Your Portfolio by Organizing Around Products
- Learn how to reduce dependencies and streamline coordination across teams.
- Organize work to maximize autonomy and minimize waste in a multi-product environment.
Day 5: Reduce Risk and Improve Outcomes
- Shift focus from outputs to outcomes by using Objectives and Key Results (OKRs)
- Use an evidence-driven empirical product approach to steer your strategic product and organizational initiatives.
Day 6: Continuing Your Portfolio Agility Journey
- Develop your Portfolio Operating Model like a Product – leveraging agility principles.
- Potential focus areas to consider
Why Choose This Course?
This isn’t a dense, jargon-filled course. It’s a straightforward, no-fluff introduction to portfolio agility that you can adapt to your scale-up or mid-sized tech/IT context. You’ll benefit from:
- No Overwhelm: Bite-sized lessons designed for busy leaders.
- Real-World Insight: Proven techniques and examples drawn from actual tech and product organizations.
- Immediate Practical Application: Implement new tools from Day 1—no massive reorg required.
Are You Ready to Evolve Your Multi-Product Operating System?
My name is Yuval Yeret. I’m a coach helping companies scale with agility by focusing on principles, intent, and context to decide which frameworks and practices make sense.
I find this approach drives more sustainable and successful change and enables continuous improvement. I’ve been using it to help company and portfolio leaders upgrade their operating systems as well as their capability to continue to develop their company/organization.
And now, I want to share everything I know about driving multi-product/portfolio agility with you.
Yuval helped me bring the science and mindset of agile into our world. He advised me and my team on operationalizing the best practices and applying them pragmatically and practically to our unique context – focusing on transparency, empiricism, shared understanding, and empowerment.
Vincenza Nigro – Global Franchise Lead – Hansa BioPharma
Yuval takes an incremental and highly collaborative approach to understanding the problems to be solved, and doesn’t push a cookie-cutter solution – instead, he provides insight from his deep experience across multiple methodologies and frameworks and coaches the business leaders to align on a path forwards.
Rachel Grundy – Chief of Staff – ButcherBox
Without question, Yuval is the best Lean/Agile partner I have ever worked with. Over the 2+ years of our working relationship, he has consistently brought a pragmatic and refreshingly direct approach towards problem-solving, coaching, and training.
Steve Lizotte – Engineering Leadership – NEC
Yuval understands how organizations and people operate. During our work together, Yuval constantly provided original and thoughtful insights and perspectives on the various challenges we were facing.
Roy Emek – Ex-Tech Executive
How It Works (Simple Process)
- Sign Up: Enter your email to join the course—no strings attached.
- Receive One Lesson Daily: A fresh, focused lesson arrives in your inbox each morning for 6 days.
- Take Action: Put the insights into practice immediately and watch your portfolio evolve.
I won’t send you spam. Unsubscribe at any time.