Step 5: Implement Lean Budget and Guardrails
Replace project-based annual funding with Lean Budgets for Value Streams.
- Allocate budgets by Value Stream
- Establish Guardrails: spending limits, innovation allocations, and approval thresholds.
- Introduce Participatory Budgeting – collaborative funding decisions made periodically (e.g., quarterly).
Step 6: Align Execution with Agile Portfolio Operations
- Use Portfolio Kanban to visualize and manage Epics (Strategic Initiatives)
- Connect Portfolio work to Agile Release Trains (ARTs) and Teams
- Synchronize with PI (Program Increment) Planning cycles for transparency
