Portfolio

• Align strategy with execution
• Organize the solution development around the flow of value streams

Portfolio Roles

• Lean portfolio management
• Individuals with highest level of decision-making and financial accountability
• Epic Owner
• Responsible for coordinating the epics
• Enterprise Architects
• Technical directions across value streams
• Optimize portfolio outcomes

Portfolio Artifacts

• Portfolio Backlog
• Highest-level backlog in SAFe
• Epics required to create a portfolio solution
• Guardrails
• Describe portfolio policies for budgeting, spending and governance
• Portfolio Vision
• Description of the future state of a portfolio's value streams and solutions
• It's defined by the strategic themes
• Business and Enabler Epics
• Cooperation across value streams
• Business level
• Broad view of activities
• Portfolio Canvas
• Critical inputs to the vision

Portfolio Events

Portfolio Sync

• Visibility into how well the portfolio is progressing towards the strategic objectives

Strategic Portfolio Review

• Achieve and advance the portfolio vision
• Quartely cadence. One month before next PI planning

SAFe Participatory Budgeting

• Group of stakeholders decide how to invest the portfolio budget across solutions and epics