Moving From Annual Planning to a More Agile Continuous Planning Model
The set-it-and-forget-it approach to planning is no longer sufficient.

Adopting a more agile approach to managing portfolios does not necessarily mean implementing a 100% Agile execution methodology – that might also require adherence to a scaled Agile framework in order to make sense of all the information and actually see the woods for the trees. For most organizations, a bi-modal reality exists, with a variety of execution styles. This requires a portfolio management technique that allows you to control all work throughout the year, regardless of how it is executed.

It’s no longer enough to set-it-and-forget-it

Techniques are required to provide PMOs with the agility they need to make changes as variables change. Organizations and their practitioners are growing increasingly frustrated with the old, static approach to annual planning, which has been primarily driven by the needs of the enterprise financial team. This set-it-and-forget it approach doesn’t provide an organization with the agility needed to turn on a dime and adapt to changing variables or evolving market conditions.

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Adopting a more dynamic mindset

Smart organizations are choosing to move to a continuous or rolling-wave planning model that supports quarterly, annual and multi-year planning and re-planning. This technique, when married to the right investment approach – like program-driven or capability-driven – ensures the organization is able to effectively manage near-term and long-term roadmaps of investments which are always aligned to strategic imperatives.

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Make better decisions, on-the-fly

A more dynamic process allows you to continuously assess your inflight portfolio performance in cost vs. benefit analyses and make changes in the near-term and long-term to ensure all investments align with strategy. It’s also critical that this process provides a variety of stakeholders – including the strategy, finance and execution teams – with the right controls to assess the value of each investment without impacting any team’s ability to execute the way they want to.

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