Ensure long-term success with a balanced portfolio
Portfolio management, with its origins in the financial and real estate industries, is the "art and science of making decisions” about the distribution of capital or investments with the purpose of profit maximization. It’s an act of continuous trade-offs between potentially greatest returns and appropriate risk exposure.
In a broader sense, portfolio management considers a wide range of investments of a firm, including products and services, and certainly projects. The goal and the challenge of portfolio management is thereby to ensure long-term survivability of the firm by taking a holistic view of the organization, balancing demand and capabilities across e.g. strategic, operational and regulatory initiatives, while maintaining a healthy mix of investments in existing and new capabilities.
In this workshop, you will learn how Kanban can help raise the maturity of portfolio management through visualization, explicit policies and collaboration, resulting in improved organizational decision making. You will also learn how portfolio construction can be linked to organizational strategy, and how Portfolio Kanban drives strategy execution.
After attending this workshop you will be able to:
- Know and understand portfolio management better
- Describe different views and levels of portfolio management
- Apply Kanban techniques for effective portfolio construction
- Apply Portfolio Kanban to align objectives and investments