BexleyThomas

Agile & Portfolio Planning

Give teams and leaders a shared view of priorities, dependencies and delivery without creating a second reporting job.

What we can help with
  • Align team backlogs, programme structures and portfolio views.
  • Configure planning tools to suit your delivery model and existing licences.
  • Make dependencies, risks, ownership and capacity assumptions visible.
  • Define practical planning and review routines with useful measures of progress.

Talk to us about your project →

Designed around your team
  • A clearer connection between strategic priorities and work in progress.
  • Earlier conversations about blocked work and cross-team dependencies.
  • Views that are useful to delivery teams as well as management.
  • A planning process people can keep current as priorities change.
Practical delivery
  • Agree the questions each roadmap or dashboard needs to answer.
  • Prototype with a small group of teams before scaling up.
  • Keep hierarchies, fields and status reporting proportionate to the need.
  • Coach teams and administrators using their own working examples.
Relevant experience
Jaguar Land RoverEnterprise planningDefined Atlassian architecture, governance and portfolio views for a large user estate.
AB AgriTemplates and reportingIntroduced programme templates and dashboards for cross-team visibility.
CitySprintInitiative trackingConnected initiative-level planning with delivery work and management reporting.

Read our case studies →