Enterprise Services Planning: Module 1 – Portfolio Management

Enterprise Services Planning is a new modular 5-day training curriculum for managing modern businesses involving lots of knowledge work and creative services. If your organization contains people who must think and make decisions for their living then Enterprise Services Planning is the management training framework that will transform your business. While ideally taken together as 5 days of intensive emersion, ESP training is offered in 4 modules.

Map of the Enterprise Services Planning Framework

Enterprise Services Planning: Module 1: Portfolio Management

Training class for up to 24 attendees
Duration: 2 days
Pre-requisites: Informational level knowledge of kanban systems and their application to knowledge work and creative services workflows

Target Audience

“I am a business leader who needs to understand the dynamics of our environment in order to make better decisions about what to start, when to start them and the likelihood of a successful and desirable outcome for our business and our customers”
“I am a portfolio manager who needs to make decisions about risk and capacity allocation, decide when to start projects and initiatives and manage our portfolio of concurrent projects, initiatives and activities.”
“My job is to manage risk for our organization and advise our leaders and the management team in our PMO”
“I work in the PMO and I want to be more effective in my job. I’m overwhelmed and overburdened and I’m looking for simpler, more powerful ways to make decisions, take actions and work with project stakeholders.”


Day 1 – Fitness for Purpose & Cost of Delay

  • Blizzard Skis case study
  • Defining Fitness for Purpose
  • Defining Fitness Criteria Metrics (KPIs)
  • Classes of Service and alignment with market segments and fitness criteria
  • Qualitative assessment of Cost of Delay
    • Market payoff function
    • Defining cost of delay
    • Cost of Delay function shapes
    • Cost of Delay impact assessment
    • Shelf life

Day 2 – Scheduling, Sequencing, Risk & Strategic Alignment

  • Scheduling work
    • optimal start time
    • window of opportunity
  • Sequencing
  • Portfolio Risk
  • Hedging Risk
  • Risk Profiling
  • Pragmatic Philosophy for Risk Management
  • Aligning Strategy with Capability
  • Implementing a regular Strategy Review

Learning objectives

Understanding evolutionary improvement of service delivery by applying evolutionary theory to development of fitness criteria metrics (or, key performance indicators (KPIs)) by understanding what creates “fit for purpose” service delivery based on customer needs and expectations.
Understanding use of classes of services to serve specific market segments and sources of demand to enable delivery within expectations and against the defined fitness criteria metrics.
Understanding cost of delay as a concept and knowing how to classify it in a qualitative and pragmatic fashion using taxonomies.
Understanding how to apply cost of delay and lead time capability sensitivity analysis for scheduling. Learning how to determine earliest start, latest start and optimal start dates for requested work
Understanding how to use market role risk assessment to sequence work in large batch commitments (such as projects)
Understanding how to assess portfolio risk based on strategic contribution and market lifecycle stage
Understanding how to hedge portfolio risk using capacity allocation in kanban systems
Understanding how to develop a multi-dimensional risk profile for portfolio or project level use and how to visualize it and use the visualization to inform scheduling and option selection/discard decisions
Learn the 12 point pragmatic approach to risk assessment
Understand appropriate alignment of service delivery capability with strategy and risk hedging allocation
Understand the purpose of a regular Strategy Review to assess market segments, fitness criteria, risk hedging policies and alignment of strategy, risk management policy and service delivery capability
As an entire outcome attendees will have learned how to select work for a portfolio, how to align a portfolio of work with company strategy, how to insure that strategy is aligned with capability, how to schedule and sequence work within the portfolio, and how to hedge risk across the portfolio

Who should attend?

Portfolio and program managers, project managers, service delivery managers, risk managers, those responsible for corporate governance, product managers, marketing managers and strategic planners, senior executives and those responsible for strategy, risk policies and strategic decision making, management trainers, management and executive coaches, anyone interested in resilience and survivability of their business and those responsible for service delivery to customers.


This class is ideally suited to a single corporate for private delivery on premises. Typical scope should be a medium-sized entity or a product or business unit of a larger entity. The class is most suitable for the private sector but is adaptable to public sector environments.


Enterprise Services Planning classes are currently offered exclusively through David J. Anderson & Associates, Inc.
For open registration classes please consult our training listings If you don’t see a class listing near you please contact our sales department via the link at the bottom of the page
For private classes please contact sales.

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Remote Working
With Individual Kanban

30th Nov – 2nd Dec

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