Organizational Change – Government Health Agency

Scaling Agile to a Lean Portfolio Management

Government Agency Scaling to LPM

Services Delivered:

  • Assessment for engagement acceleration
  • Value Stream Mapping
  • Jira Dashboard development and administration
  • Agile Coaching


This government agency portfolio comprises 5 Divisions that utilize data analytic solutions to prevent fraud, waste, and abuse in public health services. The agency had previously launched multiple ARTs in each Division however the ARTs objectives lacked alignment to the strategy. The agency did not have a shared understanding of LPM amongst Divisions and Directors.

Other challenges faced included:

  • Lack of agile governance, cadences and KPIs
  • Normalized tooling and dashboards at the Division level
  • Lack of shared Portfolio strategy and initiatives
  • Lack of visibility of real-time Portfolio progress


□Synergistic Agility conducted a division-wide Assessment to accelerate coaching to scale to the Lean Portfolio Management operating model

□Conducted multiple Value Stream mapping sessions to align Business workflow and associated services within the agency

□Partnered with the leadership to compose portfolio-level initiatives that led to OKR and Division level Epics using approved agency tools (Jira)

□Launched Strategic and Business Review meetings on a cadence to identify future initiatives and provide transparency on current initiatives


  • Accelerated engagement from the Assessment results by creating a Coaching Plan with a near, mid, and long-term coaching objectives.
  • Increased product alignment to OKRs throughout the portfolio by conducting value stream mapping
  • Created and launched dashboards for different roles from the executive level to the team level to provide complete transparency and KPIs
  • Provided data-driven decision making in Strategic and Business Review meetings
  • Established portfolio-wide common cadence calendar.


  • Date
  • Client
    Federal Government
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