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Participatory Budgeting

Lean Portfolio Management (LPM) uses participatory budgeting (PB) as a method to distribute the entire portfolio budget to its value streams.

Understand and apply Participatory Budgeting (PB) principles in Lean Portfolio Management

Learn to implement Agile budgeting, Scrum finance, and Lean budgeting principles

Develop skills in collaborative Agile budgeting, ensuring active stakeholder contribution for transparent and strategically aligned budget allocations.


Duration : 4 hrs

Time: 9 am - 5 pm in all time zones

$ 500

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Lean Portfolio Management (LPM) leverages participatory budgeting (PB) as a strategic approach to allocate the entire portfolio budget among its value streams. This comprehensive method incorporates principles like Agile budgeting, Scrum finance, and Lean budgeting, emphasizing iterative budgeting, collaborative budgeting in Agile, adaptive financial management, and agile financial decision-making. Through this collaborative process, stakeholders actively contribute, ensuring transparent and aligned budget allocations with strategic goals in the dynamic Lean-Agile portfolio landscape.

Preparing the Content

  • Initial step involving the preparation of relevant content for budget discussions.

  • Total Portfolio Budget and Guardrails

  • Baseline Solution Investments

  • Proposed Solution Initiatives

  • Establish Budget Time Horizons

  • Determine Proportional Epic Costs for Each Value Stream

Assemble the participants

  • Gathering key individuals for effective participation in the Lean Portfolio Management (LPM) process.

  • LPM

  • Product and Solution Management

  • Epic Owners

  • Enterprise and Solution Architects

  • Business Owners Other relevant stakeholders, such as finance, marketing, or sales

Conduct the Forum

  • Facilitating forums as a part of the participatory budgeting process.

  • Standard Agenda

  • Participating in a Forum

Analyze results

  • Evaluating outcomes and insights gathered from the participatory budgeting process. The analysis of participatory budgeting forums' aggregated results is conducted to identify proposed funding patterns.

  • Adjusting Value Streams Dynamically within Approved Budgets


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Our Team

Our company revolves around people. At the heart of our organization are individuals—those comprising Advance Agility and the clients we cater to.

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Our Proficiency  

We encompass a comprehensive range of expertise, providing 360 guidance in established frameworks to our clients. 

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Our Dedication  

Rather than viewing ourselves merely as a vendor or provider, we see ourselves as dedicated partners in success, actively paving the way for our clients' future achievements.

Take the Next Step in the Participatory Budgeting Path

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