PortfolioLead

Maintain a clear portfolio vision aligned to business strategy

and enterprise priorities

Translate strategic themes into portfolio‑level priorities and ensure alignment across sponsors

Ensure all work entering the portfolio meets strategic relevance and clear value justification

Lead the Portfolio Kanban including intake

readiness assessments

and sequencing of work

Support development and review of Lean Business Cases

including problem statements

and financial impacts

Ensure Epic Owners and business partners meet intake

and definition standards before passing items to solutioning and delivery

Facilitate or support portfolio ceremonies: Portfolio Syncs

prioritization rounds

and quarterly or PI‑aligned governance checkpoints

Track portfolio progress

and financial adherence across all initiatives

Provide structured portfolio reporting and insights to senior leadership

highlighting constraints

and required decisions

Own and continuously improve the intake process to ensure submissions meet quality standards and reflect business urgency

Apply prioritization criteria (strategic alignment

capacity) to determine what moves forward

Support ARTs and Epic Owners by ensuring approved portfolio items are clearly communicated

and aligned prior to PI Planning

Monitor flow of Epics across teams and ARTs

ensuring dependencies are understood and mitigation plans exist

Escalate systemic risks

or resource constraints impacting delivery

Establish and track portfolio KPIs including flow metrics

delivery predictability

Ensure each Epic has measurable success criteria and value support post‑delivery reviews and benefits realization

Provide data‑driven insights for strategic adjustments

and investment shifts

Serve as a trusted advisor to senior leaders on portfolio health

and investment recommendations

Build working relationships across business

and transformation teams

Coach and support Epic Owners

and contributing teams in lean‑agile portfolio practices