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Planview Customer Success Center

Value Stream Funding

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Value Stream Funding

The Value Stream Funding capability supports defining financial targets for a value stream. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Definition and Business Value

Definition

Set time-phased financial targets for value streams in the form of benefits and revenue, against which planned and current investments can be analyzed.

Business Value

We can set the value stream budget and define benefits or revenue targets that the portfolio must yield. This provides the context for analyzing and prioritizing investments.

Business Value

We can forecast the costs and effort required to deliver agile work, and the benefits and revenue that the work is anticipated to generate.

Best Practices

Create Guardrails for Spending

Once you align your budget with your outcomes, create guardrails that define spending policies, guidelines, capacity, and practices across the portfolio. This ensures that the right investments are made within each budget while giving teams the freedom to weigh new opportunities against long-term strategies.

Allocate Funding Strategically

Organizations must ensure the right investments are made within each budget. They must set politics aside, review business cases objectively, ascertain their potential business impact, and fund the top value streams incrementally to reduce financial risk.

Reassess Budgets Often

Reassess your budget regularly to analyze investments across value streams and reallocate funds to new initiatives. Continuously monitoring your portfolio enables you to pivot toward new opportunities or away from unsatisfactory projects with greater flexibility and ease.

Budget Collaboratively

Create a better-informed and effective system for distributing investments by involving stakeholders and business owners in the budgeting process. Participatory budgeting encourages leaders to share resources to achieve results within their initiative.

Use Scenario Planning

Scenario planning helps to forecast the cost and benefits of a given selection of product investments. Create and assess various scenarios of different product mixes to ensure the products you choose to invest in can achieve your organization’s strategic goals. For more information, see Prioritization and Scenario Analysis.

Processes and Reports

conceptual image_value stream funding.jpg

The value stream funding capability allows organizations to set financial targets for value streams in the form of benefits and revenue. A baseline is captured to monitor variance between the targets and the actual benefits and revenue the value stream generates. Financial targets support investment decision-making by providing the context against which planned and current agile work can be analyzed and prioritized, enabling you to assess your organization’s ability to take on new investments.

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Financial Targets Process Steps

           

Funding Capabilities - Financial Targets Process Flow.png
Financial targets process flow

           

Process Step Description
Define labor costs

Enter the cost targets for labor into the value stream budget.

Budgets may be created at any level of the Work or Strategy structure on the Financial Planning Detail screen then spread down to lower levels or rolled up to higher levels. Alternatively, data may be loaded using a financial load then rolled up and edited.

For more information:
Define non-labor costs

Enter the non-labor costs into the financial plan. These costs should be divided into the appropriate non-labor categories.

Non-labor data is often entered manually, then spread down to lower levels or rolled up to higher levels as part of the larger budgeting process.
Define expected benefits and revenue Enter the revenue targets and benefits for launching the value stream. These targets and benefits can be manually entered into the financial plan.
Baseline financial plan

Following the input or roll-up of financial planning budgeting and target data, a financial baseline should be taken to compare and track variances of the value stream financials across time.

 

           

Financial Targets Reports

How can we define and track the benefits and revenue expectations for the value stream?

FastTrack Power BI Showcase Dashboards – Work – Financial Summary

Power BI Dashboard

This dashboard allows you to compare strategic investments over time. You can view the total costs of a select portfolio over a given timeframe, view the breakdown of those costs by the strategic program, and identify portfolios that are meeting or exceeding approved budgets. Data for investment demand entities can be viewed and managed, allowing you to change their approval status, priority, and above or below-the-line status.

STR32 – Strategic Portfolio Financial Performance

Analytic

This report compares versions of the strategic program and summarized portfolio financial plan data, with effort represented as FTEs, days, and hours, and financials as cost, benefits, and revenue. A burndown chart is included for the portfolio and each initiative. You can run the report against each level in the strategy structure.

STR33 – Strategic Initiative Pipeline Matrix

Analytic

This report can select cost, revenue, or benefit-based measures from the financial planning data to drive bubble size and visualize the pipeline of strategic initiatives. You can configure the report to run against each level in the strategy structure.

WRK32 – Project/Work Portfolio Financial Burndown Comparison

Analytic

This report compares versions of project and work portfolio financial plan data, with effort represented as FTEs, days, and hours, and financials as cost, benefits, and revenue.

The report includes the following:

  • Burndown chart for the work portfolio and each project

  • Portfolio-based and summary time-phased chart showing the financial profile across the whole portfolio, based on versions of the financial plan

  • Project-level and time-phased chart showing the financial profile for each project, based on versions of the financial plan

  • Detailed data tables

WRK33 – Project Cost or Revenue/Benefit Bubble

Analytic

This report can select cost, revenue, or benefits-based measures from the financial planning data to drive bubble size.

Planning Portfolio – Planning Manager – Analyze Pivot View

Tile

In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view investments and make decisions based on portfolio financial targets and capacity targets.

Use the Analyze Pivot View to analyze investments by moving them above (accepted investments) and below the line (pipeline investments).

Value Stream Analysis – Work and Strategies Dashboard

PowerBI Dashboard

For organizations using a connected Planview Portfolios-Planview AgilePlace environment to manage work in a full value stream, these PowerBI reports visualize work and strategy information for value stream and epic analysis. The Value Stream Analysis – Work and Strategies dashboard includes metrics from both work and strategies in Planview Portfolios, and boards, cards, and tasks in Planview AgilePlace.

           

Related Capabilities

Supported Solutions

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