Portfolio Kanban

To effectively align your organization, you must have clear goals, that connect to well-defined deliverables. By leveraging Portfolio Kanban samples, you can visualize those goals on a Kanban board and make sure that they flow to completion. The key is to connect these goals to specific high-level deliverables, that can be broken down into smaller work items to be completed in short cycles by dedicated teams of experts.

The portfolio Kanban board provides full traceability to ensure that everyone keeps their focus on what the organization deems the most valuable based on set goals. By visualizing and flowing goals (WHY) on a Strategic Kanban board and doing the same for connected deliverables (WHAT) on a Discovery Kanban board,  the teams responsible for delivering the final work items (HOW), can easily report their progress through their Team Kanban board. This is all possible by creating Kanban boards that reflect the ideal way to flow your work and linking cards between connected boards. Physical Kanban boards will hardly help you build a Portfolio Kanban. To get all the benefits of the method, you’ll need a Kanban software solution.

Are you ready to achieve your goals by using the most efficient way to flow your work across your organization?

Kanban Zone was designed to accomplish exactly that and our team of experienced coaches can help you set up the solution that meets your precise needs. Our success is your success, so let’s work together to unleash the full potential of your organization.

portfolio kanban

Design & Connect

Flow work efficiently by visualizing all layers across your organization from ideation to completion. There are different models to leverage a Portfolio Kanban system for your organization, but Kanban Zone can create the model that works best for your needs. When you purchase a plan from Kanban Zone, we include coaching services to help you set up a single board, or connected boards within your ideal Portfolio Kanban template/model.

  • For product management, you can use these levels: Initiative > Feature > Team
  • For project management, you can use these levels: Program > Project > Deliverable
  • For marketing or sales, you can use these levels: Campaign > Activity > Task
  • Scaled Agile Framework (SAFe) promotes these four levels: Portfolio > Solution > Program > Team
  • To map your enterprise using a traditional project-based approach, you could use these levels: Strategy > Program > Project > Team

Portfolio Kanban Board Example

The most common model we use when transforming large organizations to benefit from Agile and Kanban is the one below that leverages Strategy, Discovery, Teams and Communities of Practices. The full organization also includes boards to complement these four levels like a Release board to manage the way to release/communicate the work; and other functional boards to manage areas like Sales, Marketing, Finance, Human Resources, etc…