Epics, funding and value on the Portfolio Kanban

Watch

You will be able to

• Raise, size and assess epics on the Portfolio Kanban
• Get funding approved at a Portfolio Review
• Review value: persevere or stop early

Step by step

1. Open the Portfolio Kanban Organisation or portfolio › Work › Portfolio Kanban
   Strategic epics of six months or more, sized S, M or L and ordered by the DelPulse Value Index: Funnel, Review, Analysing, Approved, Implementing, Done.
2. Assess feasibility Epic › Feasibility assessment
   The problem, a hypothesis, the smallest useful first step, the cost, the value expected, and technical, operational, financial, and safety and compliance feasibility.
3. Request funding Epic › Funding
   The whole epic or a first tranche. No epic moves to Approved or Implementing until funding is approved.
4. Decide at the Portfolio Review Portfolio Review › Funding and value
   The Executive Sponsor or Portfolio Lead approves, defers or rejects; never the person who assessed it.
5. Break it into features Epic › Child items › Feature in a product
   Add each feature to the product that will deliver it.
6. Review value Portfolio Review › Funding and value
   Spend against funding, delivery and benefits. Persevere, or stop early because enough value is delivered; features not started are returned.

Try it yourself

Practise as Ben Carter in the demo.
View as Ben Carter. Open the next Portfolio Review. Approve or defer the funding for Safer medicines across the hospital, and review Faster discharge for value.

Open the demo as Ben Carter Password pulse-demo-2026. The demo resets every night.

The examples use a made-up healthcare organisation. DelPulse is not only for healthcare: it can be set up for any industry, with your own names for every portfolio, programme, product and team.

Part of

Product Managers and Product Owners · SROs and Executive Sponsors · PMO and assurance