Lean Portfolio Planning

Do More for Less with Lean Portfolio Planning & Management

Better than simply maximizing productivity and utilization, Lean Portfolio planning & management approaches focus on relentlessly prioritizing and accelerating highest value work. Learn how to treat your portfolio of products or projects as investments you continuously balance & optimize to maximize your value.

Audience: Managers, Directors, VPs,
& CXOs driving large organizational changes / transformations

Available Formats & Related Outcomes

Executive Retreat

one day or half day (either virtual or on-site)

$2,800 CAN / $2,000 US *

Foundational Knowledge

  • How Lean Portfolios are different from traditional approaches
  • Discover relevant principles, approaches, & artifacts

Hands-on Workshop

2 full days (on-site or virtual) or 4 half-days (virtual)

$13,000 CAN / $10,000 US *

Foundational + Applied Knowledge

  • Items covered in Executive Retreat plus…
  • Create Lean Business Cases
  • Create Lean Business Roadmaps
  • Create Program boards

6-Week Leader Series

6 sessions * 2-3 hrs. each (only virtual / on-site extra)

$26,000 CAN / $20,000 US *

Knowledge, Application, & Mindset

  • Items covered in the Executive Retreat & Hands-on Workshop plus…
  • Step-by-step coaching & peer assistance as you experiment & implement approaches learned

* Taxes, customizations, travel, room & board are extra. Location / workshop space is provided by the client.

Let us help you do more with less…