Requires the following solution to be installed:
- Requirement Enablement (eaf4ecf8-6dfc-43a7-84b7-e637c70a487e)
- SAFe OKR (Objective & Key Results) (9ff3fb3c-e007-4f91-997e-ddd21ff4c3d9)
- Epic Hypothesis Statement (783b1d3c-edd9-49ae-9952-5cb8eb011a25)
Can be extended with the following solution:
- Lean Budgeting: Portfolio Epic MVP Cost (03b2ead1-4496-4c10-bb88-4dfbd1d4c627)
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Solution Overview
The result of the Portfolio Epic analysis is a Lean business Case. The solution enables Lean Business Case template (a new tab) to capture the important information about a Portfolio Epic. Read more details here.
The LPM reviews the Lean Business Case to make a go/no-go decision for the Portfolio Epic. Once approved, Portfolio Epics move to the Ready state of the Portfolio Kanban. When capacity and budget become available from one or more ARTs, the Portfolio Epic is pulled into implementation. The Portfolio Epic Owner is responsible for working with Product and Solution Management and System Architects to split the epic into Features or Capabilities during backlog refinement. Portfolio Epic Owners help prioritize these items in their respective backlogs and have ongoing responsibilities for their development and follow-up.© Scaled Agile, Inc.
Lean Business Case tab contains sections with the following information:
- Funnel Entry Date – shows the date that the Portfolio Epic entered the funnel, i.e. have been created.
- Key Stakeholders – defines a list of Portfolio Epic stakeholders. By default, you'll see here the list of roles responsible for a Portfolio Epic. To add Key Stakeholder and Portfolio Epic Owner roles for a Portfolio Epic, please follow the steps described here.
- Go or NoGo – Go or No Go recommendation.
- Go Date – the Date when a Portfolio Epic go live
- Epic Hypothesis Statement – describes a Portfolio Epic from hypothesis statement perspective. Read more details here.
- Business Outcomes – defines how the success of the Portfolio Epic will be measured. For example, 50% increase in shoppers under 25; Availability increases from 95% to 99.7%, etc.
- Leading Indicators – establishes innovation accounting metrics to provide leading indicators of the outcomes hypothesis. For example: A measurable change in purchaser demographics within 30 days of feature release.
- In Scope Overview – overview of what's in scope of the Portfolio Epic
- Out of Scope Overview – overview of what's not in scope of the Portfolio Epic
- Non-Functional Requirements - Non-Functional Requirements (NFRs) associated with the Portfolio Epic.
- TShirt Size – initial estimate of a Portfolio Epic size. You can adjust the values in the field to match your company values in Settings -> Custom Fields.
- Minimum Viable Product (MVP) – Features and Capabilities (Epics) included in MVP
- Additional Capabilities and Features – Features and Capabilities (Epics) not included in MVP
Note: if you would like to additional see the estimated cost for MVP, please install the following solution:
- Lean Budgeting: Portfolio Epic MVP Cost (03b2ead1-4496-4c10-bb88-4dfbd1d4c627)
- Analysis Summary – brief summary of the analysis that has been formed to create the business case.
- Forecasted Returns – describe the return forecast, can be market share, increased revenue, improved productivity, new markets served, etc.
- Development Strategy – details of the development strategy.
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Version 1.1
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