The map / Portfolio / Portfolio Sync
Portfolio Sync
A monthly check of every Epic against its hypothesis and the guardrails.
01What it's for
Portfolio Sync reviews the leading indicators of running Epics and the capacity split against the guardrails. It is the moment to change course within the quarter when waiting for the QBR would cost more than deciding now.
Customer evidence arrives here first: the dashed line from the customer ends at this event.
02What it turns into on the old system
It becomes monthly budget control: spend against plan, variance explanations and a new forecast. “On track” means on budget.
03How you notice
- The discussion is about burn rate, not about leading indicators.
- No Epic ever changes course between QBRs.
- Epic Owners explain variances instead of presenting evidence.
04How to make it work
Epic Owners bring evidence: the leading indicator, what the MVP taught, what the customer did.
Flag Epics that need a pivot or stop for the QBR, or decide now when the cost of delay is higher than the cost of deciding.
Adjust guardrails when needed; leave the delivery plan to the ARTs.