Capability-based Planning in 7 moves! (7/7)

Move #7: Design change portfolio

After defining all required actions to upgrade BC dimensions, the final move is to consolidate and package the actions into a portfolio of transition projects and programs. As with any other migration planning process, it depends on some contextual factors like the organization’s program/project management framework, change readiness assessment, available resources, time and cost limitations, etc.

There are some general strategies to bundle actions in form of projects:

1. Capability-based: all actions related to a certain BC during an increment are bundled in a single project. For example, the establishment of the Product Management unit and processes (2022-23).
2. Dimension-based: some actions related to a certain dimension, but for different BCs, are bundled in a project. For example, Process design for Product Management and Strategic Management (2023-24).
3. Hybrid: projects/programs might be defined with multiple impacts on different dimensions of some BCs. For example, the implementation of an ERP solution could improve ML of both process and technology dimensions of multiple BCs.

To conclude the migration planning phase, you must add details to project definitions and complete project charters.

That’s it! You just finished your first CBP task. Run the transition projects, monitor the BCs ML regularly, and iterate the CBP cycle when needed. Enjoy!