Portfolio Management with Atlassian with Align, Focus and Talent

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Description

This immersive 2-day course is designed for leaders and portfolio professionals seeking to modernise portfolio management through the Atlassian ecosystem. You’ll learn how to drive alignment, prioritise with confidence, and empower your talent using tools like Jira Align, Jira Software, Atlas, and Confluence. Go beyond dashboards — this course helps you unlock strategic execution, enable outcome-led investment decisions, and elevate the human side of delivery at scale.

Led by Atlassian-certified enterprise experts, this hands-on course mixes leading practice frameworks with practical tooling walkthroughs and real-world case studies.

Outline

Day 1 – Aligning Strategy to Delivery

  • Foundations of modern portfolio management
  • Mapping strategy into themes, initiatives, and Jira Epics
  • Jira Align portfolio capabilities: Program boards, Epic progress, Objectives, and Dependencies
  • Value stream alignment, ARTs, and cross-cutting planning
  • OKRs, KPIs, and evidence-led reporting
  • Portfolio Kanban: visualising flow and prioritisation
  • Portfolio syncs, lean governance, and cadence alignment

Day 2 – Focus, Flow & Talent Enablement

  • Balancing demand, capacity, and funding
  • Spotlight on Focus: surfacing risk, flow, and productivity signals
  • Metrics that matter: throughput, predictability, DORA, cycle time
  • Talent alignment: team-of-teams visibility, role clarity, and accountability
  • Managing dependencies, blockers, and constraints across portfolios
  • Building a feedback-led culture with Atlas, Confluence and delivery data
  • Executive decision-making in Jira Align and enterprise reporting ecosystems
Audience
  • Heads of Portfolio, Transformation, or Agile Enablement
  • PMO Directors and Portfolio Analysts
  • Jira Align Champions and RTEs
  • Strategy, Finance and Business Unit Leaders
  • Agile Coaches and Enterprise Architects
Learning Outcomes

By completing this course, participants will be able to:

  • Design and lead a modern portfolio operating model using Atlassian tools
  • Use Jira Align and Atlas to improve alignment, flow, and transparency
  • Interpret delivery and capability signals for data-informed decision-making
  • Understand how to shape lean governance, investment decisions, and OKRs
  • Embed performance conversations that support autonomy and accountability
  • Confidently lead portfolio ceremonies, tooling walkthroughs, and stakeholder alignment
Accreditation / Learning

There is no formal exam for this course. Graduates are invited to join the XLR8 Atlassian Associate Program, unlocking exclusive access to the Atlassian Technical Delivery Professional Track — tailored to deepen your strategic tooling expertise and advance your role as a modern portfolio leader.

Custom Training

Training customized for your operating model and context.

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On Demand Training

On-demand videos supported with guides, and assessments.

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