Agile Portfolio and Product Management


Agile Portfolio and Product Management
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The objective of the course is to provide knowledge about scaling agile projects to the product and portfolio levels. At the product level, students will learn to manage activities that involve multiple teams working for the same purpose, sharing the same context and backlog. At the portfolio level, this course will teach students how to manage and coordinate activities that impact programs which share the same allocation of resources and priorities (even if there are only partial dependencies between them).


At the end of this course students will be able to:

  • Empower the Enterprise Product Owner Role to take a leadership role
  • Have awareness of the skills and behaviors needed to drive business value and good product ownership
  • Understand scaling frameworks and coordinating actions of multiple teams to achieve value
  • Understand the purpose, objectives, and dynamics of portfolio management
  • Be able to seek value in organizational initiatives and lead for value achievement
  • Understand that initiative value is often only achieved via delivery of a program or portfolio
  • Be able to use analysis to determine how to drive valuable outcomes
  • Be able to help decision-making for initiatives for ‘go’ or ‘no-go’ decisions.
  • Understand how to align initiatives with strategic value
  • Understand how to track value across the life cycle of a product
  • Understand, apply, and interpret portfolio metrics

Student Profile

  • People who in work in a Product Owner or Business Analyst role on agile teams for projects, or other titles including: Product Managers, Product Leaders, Value Managers, Portfolio Managers, or any other roles that are responsible for delivering value at scale.
  • Anyone seeking to transform their organization from an output-based approach to an outcome-based approach.
  • Anyone seeking to become certified in ICAgile Enterprise Product Owner (ICA-EPO).


There are no prerequisites to attend this course.

Course Materials

Student handbooks with the full course materials.


Engaging and interactive course. Our instructors teach all course materials using the demonstrative method; the participants learn new concepts through exercises and real application practices.


There isn’t an official certification associated with this course. However, students will earn 21 credit hours for their attendance.


A certificate of attendance will be issued to students who attend at least 75% of the course duration.

Course Outline

  1. Introduction to the Enterprise Product Owner
    1. The Agile Manifesto and Principles
    2. Scrum basics: values, roles, ceremonies and artifacts
    3. Scaled Agile Basics: SAFe & LeSS
    4. Programs and Portfolios defined
    5. Measuring Business Success
    6. Outcomes versus Outputs
  2. The Enterprise Product Owner Role
    1. Roles in an Agile Organization
    2. Characteristics / responsibilities of EPO
    3. Understanding the organization’s needs
    4. Understanding stakeholder needs
    5. Challenges faced by an EPO
  3. Agile Releases
    1. Epics, features, and user stories
    2. Release planning
    3. Risks and dependencies
    4. Planning/Big Room Planning
  4. Program Ceremonies
    1. Program Increment Planning
    2. Estimation
    3. Synchronization
    4. Review
    5. Retrospective
    6. Refinement
  5. Planning for Business Value Through Portfolios
    1. Identifying business value
    2. Understanding portfolios & portfolio value
    3. Managing portfolio risk
    4. Analyzing value streams
    5. Identifying issues & waste
  6. Discovering and Assessing Initiatives
    1. Techniques for discovering initiatives
    2. Understanding trade-offs
    3. Assessing initiatives
  7. Visualizing the Portfolio
    1. Understand organizational direction
    2. Visualize the organization & its portfolios
  8. The EPO and Scaled Agile
    1. Building the backlog
    2. Initiative ceremonies
  9. Change Management
    1. Responding to change
    2. Organizing for change
  10. Prioritization of Initiatives and Epics
    1. Prioritization techniques
    2. Decision-making approaches
  11. Review – Retrospective – Closing

Public Classes

Currently, we don't have any public sessions of this course scheduled. Please let us know if you are interested in adding a session.

See Public Class Schedule

Course Details


JJM 491


3 days

Delivery Mode

Virtual, Face-to-Face
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