You Chief Marketing Officer (CMO) is getting very excited to learn that the Customer Experience Portfolio is about to go live after completion of 4 sprints, however she didn't have any time to attend the Sprint Review. She has reached out your Product Owner & You (as a Program Manager) and asked the following: Provide an update on overall Portfolio status Provide an update on overall Program status Provide an update on overall Actions, Risk at Program & Portfolio Level and what will be done. (Note this is something you will go through each project data- analyze it and derive where you can potentially identify actions items, risks) Provide an update on the Epic progress

1. Overview on Customer Experience
Portfolio v1.0
Portfolio and Program Status
By Deep Kr. Ghosh

2. Contents:
CUSTOMER
EXPERINCE
PORTFOLIO:
Structure
CUSTOMER
EXPERINCE
PORTFOLIO::
Dashboard
ANALYTICS
PROGRAM::
Dashboard
ANALYTICS
PROGRAM::
Insights
DIGITAL
PROGRAM::
Dashboard
Project
Desktop:
Overview
Project
Desktop:
Detailed
Insights
Project Mobile:
Overview
Project Mobile:
Detailed Insights
Synopsis
Action Items
2

3. Intended Audience:
1. CMO – CHIEF MARKETING OFFICER
2. PO - PRODUCT OWNER
3. LEADERSHIP TEAM
3

4. CUSTOMER EXPERINCE PORTFOLIO: Structure
Project Desktop
Customer
Experience Portfolio
Digital Program Analytics Program
Project AnalyticsProject Mobile
4

5. CUSTOMER EXPERINCE PORTFOLIO:: Dashboard
49%
Features
Delivered
41
PO
Accepted
84
Work
Items
12
EPICs
84
Work
Items
22
Critical
27
Low
17
Medium
18 High
6
7
6
9
6
7
6
9
7 7 7 7
0
2
4
6
8
10
Epic 1 Epic 2 Epic 3 Epic 4 Epic 5 Epic 6 Epic 7 Epic 8 Epic 9 Epic 10 Epic 11 Epic 12
Epic Level Status
Completed Stories Work Items
Desktop,
12
Mobile,
15
Analytics,
14
Project InComplete Work Items
Critical, 15
High, 17
Medium,
41
Low, 27
InComplete Work Items based on
Priority
22
Critical
72%
Done
16 PO
Accepted
18 High
61%
Done
35% Done
11 PO
Accepted
6 PO
Accepted
17
Medium
27 Low
29%
Done
2 Ready
for PO
Work Item Status
Risk:
41 Incomplete
Stories/Work Items.
Desktop 12
Mobile 15
Analytics 14
Critical 6 High 7 Low
17 Medium 11
Desktop Project in
HIGH RISK zone. Lots
of Critical Stories are
pending.
Analytics project has
less risk as all Critical
Stories are delivered.
5

6. ANALYTICS PROGRAM:: Dashboard
EPICS
4
Story
28
Release Done
75%
Epic 1, 100%
Epic 2, 71%
Epic 3, 14%
Epic 4, 14%
Epic Level Completion %
4
5 5
1
1
4
8
0
5
10
15
Sprint 1 Sprint 2 Sprint 3 Sprint 4
PO Accepted
PO Ready
Test Complete
Test InProgress
DevComplete
DevInPro
DevReady
Reviewready
InAnalysis
Open
14
2
4
8
PO Accepted
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
0 5 10 15
Sprint
Level
Completion
Story Level Completion
4
6

7. ANALYTICS PROGRAM:: Dashboard contd…
2
4 4
1 1
2
1
8
1 4
Sprint 1 Sprint 2 Sprint 3 Sprint 4
Story Priority in each Sprint
Critical High Low Medium
4
Sprint 1
5
Sprint 2
5
Sprint 3
1
1
48
Sprint 4 PO Accepted
PO Ready
Test Complete
Test InProgress
DevComplete
DevInPro
DevReady
Reviewready
InAnalysis
Open
4 5 5
14
PO Accepted
13
Development
InProgress
3
Ready for PO
9
Testing in Progress
2
Testing Complete
1
Story Level Status
6
7
6
9
0
2
4
6
8
10
Epic 5 Epic 6 Epic 7 Epic 8
Analytic Program -Epic Level Status
Completed Stories Work Items
Analytics,
14
InComplete Work Items
Critical
0%
High
14%
Medium
29%
Low
57%
RISKS
7

8. ANALYTICS PROGRAM:: Insights
Sprint 1
•100% Complete. No Spill Overs.
•All Critical stories are completed in this Sprint.
Sprint 2
•100% Complete. No Spill Overs.
•4 Critical Stories are completed in this sprint, which make 60% Critical stories are already delivered and 50% release is
already done.
Sprint 3
•100% Complete. No Spill Overs.
•All Critical stories are already Accepted by PO, so that’s a good news. So less risk involved in delivering the entire
release scope.
•75% of the whole scope as per release Base line is already completed.
Sprint 4
•This Sprint is in Starting phase. And 75% is already completed.
•All Critical & 50% of HIGH Priority Stories already delivered. But SP4 has highest number of stories compared to rest of
the 3 Sprints. That’s a LOW Risk area.
•Have less impact on the product launch.
Story Status Critical High Medium Low
SPRINT 4
PO Accepted
PO Ready
Test Complete 1
Test InProgress 1
Dev Complete
DevInPro 3 1
DevReady 2 6
Reviewready
SPRINT 3
PO Accepted 4 1
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
SPRINT 2
PO Accepted 4 1
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
SPRINT 1
PO Accepted 2 1 1
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
Risks: There are 15 InComplete Work Items. Critical 0. High 0
Medium 6 Low 9. But good news is no Critical & High Work
Items are left incomplete. So low risk is involved. 8

9. DIGITAL PROGRAM:: Dashboard
Work
Items
56
EPICS
8
100%
Done
1 EPIC
>80%
Done
1 EPIC
<30%
Done
3 EPICs
>50%
Done
2 EPICs
Desktop,
12Mobile, 15
InComplete Work Items
Critical, 22
High, 19
Medium, 26
Low, 33
InComplete Work Items
Risks: There are
total 27
InComplete items
in this program
which is nearly
50% of the entire
scope. HIGH
RISK.
Only 1 Epic is
100% Done &
another is 83%.
Rest are <50% &
<30%
respectively.
12
Project Desktop
15
Project Mobile
27
InComplete Work Items
RISK Pyramid
9

10. Project Desktop: Overview
STORIES
28
EPICS
4
EPIC Level
Completion
47.5
%
STORY Level
Completion
50%
STORY Spill
Over Rate
26.3*%
Ready for PO
2
PO Accepted
14
Ready for
Review
6
Testing
Complete
1
Testing in
Progress
2
Ready for
Development
1
Development
In Progress
2
Epic 1, 0%
Epic 2, 29%
Epic 3, 83%
Epic 4, 78%
Epic Level Completion %
Story Level Completion 10

11. Project Desktop: Overview
4
7
3
0
0
0
2
0
0
0 2
0
0
0
0
6
0
1
2
3
4
5
6
7
8
9
10
Sprint 1 Sprint 2 Sprint 3 Sprint 4
Overall Sprint vs Story Completion
Status
0
2
4
6
8
10
12
14
16
Sprint Level Completion Status
Sprint 1 Sprint 2 Sprint 3 Sprint 4
4
Sprint 1
7
Sprint 2
2, 22%
1, 11%
6, 67%
Sprint 4
PO Accepted
PO Ready
Test Complete
Test InProgress
DevComplete
DevInPro
DevReady
Reviewready
InAnalysis
Open
3
2
1
2
Sprint 3
Sprint 1 Sprint 2 Sprint 3 Sprint 4
Story Priority in each Sprint
Critical High Low Medium
Insights: All the critical stories are part of SP4. So a lot of dependency is there
on SP4. SP1, 2 & 3 are complete, but SP1 & 2 are with Low priority stories
only.
Sprint Level Progress
4
7
8
9
11

12. Project Desktop: Detailed Insights
Project Desktop: Some Insights & Data
Story Status Critical High Medium Low
SPRINT 4
PO Accepted
PO Ready
Test Complete
Test InProgress 2
Dev Complete
DevInProgress
DevReady 1
Reviewready 6
SPRINT 3
PO Accepted 1
PO Ready 2 2
Test Complete 1
Test InProgress
Dev Complete
DevInPro 2
DevReady
ReviewReady
Insights: SP1 & SP2 are already completed. But SP1 & 2 only has 7 stories with Low priority
which is only 25% of the total Project. All high priority stories are from SP3 & SP4 and they
also contain 75% i.e. 21 stories they have.
Sprint3
1. Sprint Completion Percentage 12.5%.
Spill Over Rate 87.5%
2. There are no Critical stories in SP3.
Sprint is over but only 1 story is delivered
in this sprint.
4. 4 High Priority Stories are there. And
only 2 of them is Ready-for-PO. The rest 2
are still in Development-in-Progress.
HIGH RISK. Stories are already spilled
Over.
4 No of Spilled Over stories in SP3 is 7,
among them 4 are HIGH Priority
Stories. Among them only 4 are Ready-
for-PO. If we assume, they will be
Accepted-By-PO, still there are 3 stories
which are Spilled Over in this Sprint
Sprint4
1. Among all Sprints, Sprint 4 has
highest number of Critical Stories.
6 Counts.
2. All of them are (67%) Stories
are only Review Ready. HIGH
RISK in completion of Sprint.
3. No stories are in Testing
Complete Status.
4. Development not yet started for
any other stories in Parallel.
Only 1 Story is Dev Complete at
present.
12

13. Project Mobile: Overview
STORIES
28
EPICS
4
EPIC Level
Completion
50 %
STORY Level
Completion
46%
STORY Spill
Over Rate
54*%
Ready for PO
9
PO Accepted
13
Ready for
Review
0
Testing
Complete
1
Testing in
Progress
2
Ready for
Development
0
Development
In Progress
3
Story Level Completion
Epic 1, 0%
Epic 2, 29%
Epic 3, 83%
Epic 4, 78%
Epic Level Completion %
13

14. Project Mobile: Overview
Insights: All Critical stories
are part of SP1 and they are
completed already.
Sprint Level Progress
8
5
1
2
3
1
8
0
2
4
6
8
10
Sprint 1 Sprint 2 Sprint 3 Sprint 4
Overall Sprint vs Story Completion
Status
13
9
1
2
3
Story Completion Status -All Sprints
Cumulative PO Accepted
PO Ready
Test
Complete
Test
InProgress
Dev Complete
DevInPro
DevReady
Reviewready
6
2
5
1
8
6
Sprint 1 Sprint 2 Sprint 3 Sprint 4
Story Priority in each Sprint
Critical High Low Medium
8
Sprint 1
5
Sprint 2
1
2
3
1
Sprint 3
8
Sprint 4 PO Accepted
PO Ready
Test Complete
Test InProgress
DevComplete
DevInPro
DevReady
Reviewready
InAnalysis
Open
14

15. Project Mobile: Detailed Insights
Insights: All Critical & High
Priority Stories are delivered. So
Less risk involved.
Story Status Critical High Medium Low Insights
SPRINT 4
PO Accepted
Probable Spill Over might be there
but the Stories are all LOW In
priority. So Failure rate of the
project will be LOW. Less RISK
Involved.
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady 8
Reviewready
SPRINT 3
PO Accepted
100% Spill Over but all MEDIUM
Priority Stories are in this Sprint.
No HIGH or Critical stories are
involved.
PO Ready
Test Complete 1
Test InProgress 2
Dev Complete
DevInPro 3
DevReady 1
Reviewready
SPRINT 2
PO Accepted 5 Completed Sprint with no Spill
Overs. And all are HIGH priority
stories.
50% of HIGH & CRITICAL stories
in this Project are already
accepted by PO in the first 2
Sprints. So that’s a great news for
the Product Launch. Less amount
of risk is involved.
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
SPRINT 1
PO Accepted 6 2
All Critical stories are in this
Sprint. And all are done. That’s a
GREAT achievement. Project
Mobile success rate is HIGH.
PO Ready
Test Complete
Test InProgress
Dev Complete
DevInPro
DevReady
Reviewready
15

16. Synopsis
Almost half of the
features of the
entire portfolio is
already delivered.
But due to
Project Desktop
the entire
portfolio might
be in jeopardy.
CUSTOMER
EXPERINCE
PORTFOLIO
Project Analytics
is on LOW RISK
as All Critical
Stories Complete.
Best Project
compared all of
them. Expected
to be delivered
on Time.
Probable High
Success Rate in
Analytics
Program.
ANALYTICS
PROGRAM
As Desktop
Project is in HIGH
RISK ZONE, with
26% Spill Over
Rates and Critical
Stories pending,
the overall
DIGITAL Portfolio
is at RISK, though
Project Mobile
has completed all
the Critical Work
Items.
DIGITAL PROGRAM
47% Done ~ HIGH RISK
- Most Critical Stories
Pending
Project
Desktop
46% Done ~ LOW RISK
- All Critical Stories
Complete
Project
Mobile
75% Done ~ Low Risk - All
Critical Stories Complete. Best
Project compared all of them.
Expected to be delivered on
Time.
Project
Analytics
16

17. Action Items
More focus on Project Desktop - Complete the
Critical & High Priority Work Items.
Need to prioritize Work Items based on Epics/Feature that
are crucial for the overall Portfolio & Program. The PO needs
to intervene here more to jump to a proper decision on
which Work Items to be chosen first.
Project Analytics also required a focus as 50% of the Work Items also
are undelivered.
Need to check the Spill Over rates on Sprint Level, identify the RCA
and mitigate them asap.
Risk Mitigation Plans
17

18. Thank You