Main steps:
- Assess
- Prepare
- Launch
- Accelerate
- Sustain and improve
Assumptions to agree on:
- LPM is a full eco-system: forums, roles, best practices, guardrails, constant connection with value streams, RTEs, Business Owners, Epic Owner
- Sponsorship of top management is essential: cascading decisions, agree set-up, ensure roles and responsibilities at LPM level
- Decentralization of decision making based on guardrails, otherwise it's killing the LPM empowerment
| Steps | Ideal timeline before launch | Topic | Jira epics | Notes |
Assess | 6 months | Need for change set
| N/A | |
| Assess | 6 to 4 months | Connection with SAFe. (tools and goal: lean/agility) Establish and Agree on the Portfolio Flow Initiatives vs epics | N/A | Agreed on the flow with : LEMOS, Barbara to see the complexity of adding a delivery state into the tool - no impact on Agility cycle. FYI MERTENS, Simon |
Prepare/ | 3 months | Agree on format for request. Align on the selected value stream. (SAFe journey) Value stream = full stream Agree and schedule ceremonies Agree on the KPIs. (SAFe journey) Have the tools set Trainings on LPM and how it connects to SAFe? | Epic cycle set (phase 1):
| This is the right time time to define the training for the teams . MERTENS, Simon to confirm the epic template. |
| Prepare | 2 months | Agree and schedule ceremonies Agree on the KPIs. (SAFe journey) |
| Ceremonies will feed into the PI planning and should be schedule around 1 month before the PI to discuss feedback and final prio. LEMOS, Barbara Discussed with MERTENS, Simon on the cadence to be aligned with PI planning and it seems feasible. To agree on the PI planning cadence : at least 4 sprints of 2 weeks + 1 retribution week . |
| Launch | Launch day | Launch day! | ||
| Accelerate | Better prioritization | Train Teams on WSJF Ensure all teams understand the WSJF concepts and calculations. Provide training, examples, and make sure there is consistency in how job estimates and other inputs are derived.
| ||
Better KPIs |
Establish Portfolio Flow
- Funnel: Contains all the EPICs proposed that could be candidate one day to enter in a PI
- Reviewing: This column contains all the EPICs to give focus on. Epic owner is assigned. Hypothesis statement & Acceptance criteria are defined.
- Analyzing: This column contains all the EPICs being refined. A potential feature can be created at this stage that will be completed in next PI to assess the context and create a mutual agreement stage.
- Ready: This column will contain EPICs that are ready to be prioritized for next PIs.
- Implementing: This column contains the EPICs that are already started (One of its child Features is In progress). This step should be automatized
- Done: This column contains the EPICs that are completed (All child Features are in Done - Accepted or Archived status).

