Propose Investments Stage

The purpose of the value stream stage “Propose Investments” is to prioritize a list of opportunities and associated Scope Agreements. The prioritization should be based on a scoring method that considers business value, risk, costs, time, and resource availability. Scope Agreements are evaluated to determine if there is already a solution in the Product Portfolio that can be used or modified to satisfy the business need. If it is determined that there is not an existing solution and the new demand is in alignment with the digital strategy, the Scope Agreement is assessed against other work in the Portfolio Backlog and prioritized accordingly. The prioritization criteria should also consider factors like urgency and the impact of opportunities. The deliverable for this value stream stage is updated Scope Agreements with clarifications discovered during a prioritization of opportunities.

Table 1. Propose Investments Value Stream Stage

Entrance Criteria:

  • List of gaps and opportunities and proposed Scope Agreements with related Portfolio Backlog Items

Exit Criteria:

  • Updated list of prioritized opportunities and associated Scope Agreements

Value Item:

  • Portfolio decisions based on business priorities

Activities:

  • Shall consider business value, risk, costs, time, and resource availability for opportunities

  • May complete a what-if analysis

  • May consolidate demand and ideas

  • Shall classify investment/divestment strategic themes (try something new, invest, divest, continue to support)

  • Should analyze priority, urgency, and impact of opportunities

Examples of Participating Stakeholders:

  • Enterprise Architect

  • Product Manager

  • Product Portfolio Manager

  • Security Architect

  • Vendor Manager