Mastering the Portfolio Sync: Evaluating Epic Proposals in SAFe

Which function of strategy and investment funding occurs during the portfolio sync?

• A. Finalizing budgets for projects
• B. Evaluate Epic proposals
• C. Conducting team retrospectives
• D. Setting performance targets

Answer: (B)

The function of strategy and investment funding that occurs during the portfolio sync is evaluating Epic proposals. This stage is crucial for aligning investments with the strategic objectives of the organization. During the portfolio sync, stakeholders come together to review potential Epics—significant initiatives or projects that require funding and support. Evaluating these proposals means assessing their alignment with the organization's vision and strategic goals, understanding the expected value they will deliver, and determining their feasibility. This process allows for prioritization, ensuring that the most valuable and strategically aligned Epics receive the necessary resources. Finalizing budgets for projects is typically handled in separate budget planning sessions rather than during the portfolio sync. Conducting team retrospectives focuses on continuous improvement at the team level and is not part of portfolio management activities. Setting performance targets usually occurs at the organizational or program level, ensuring that the overall strategy is measurable, but is not directly tied to the activity of the portfolio sync itself. Thus, evaluating Epic proposals is the key activity that aligns with the objectives of the portfolio sync.

When diving into the Scaled Agile Framework (SAFe), one of the key practices you'll encounter is the portfolio sync. You might be asking yourself, what’s the big deal about this? Well, it’s all about aligning your investments with the strategic vision of your organization—a crucial step that can drive success or lead to systemic issues if overlooked.

So, let’s focus on one pivotal function that takes place during the portfolio sync: evaluating Epic proposals. This isn't just a fancy term thrown around during meetings; it actually plays a vital role in your framework. If we think of a portfolio sync like a family gathering where everyone pitches in their ideas for the biggest holiday event, evaluating Epic proposals is ensuring the ideas presented actually fit your vision and capability, rather than just throwing anything at the wall to see what sticks.

Now, why is this evaluation process so important? Well, during the portfolio sync, stakeholders come together to scrutinize potential Epics—those big, bold initiatives that require considerable funding and support. Imagine it as a filter that ensures every project not only aligns with the company's strategic goals but also offers expected value. You know what’s fascinating? This stage is where you really grasp the expectations about what’s impactful versus what could be a potential drain on resources.

Let’s not get too ahead of ourselves, though. While evaluating Epic proposals is crucial, don’t confuse it with a few other activities that tend to swirl around in the same conversation. For example, finalizing budgets typically happens in separate budget planning sessions—it’s not something you hash out during a portfolio sync. Think of it as planning a vacation on a budget where you first choose the destination (the Epic proposals) before deciding how much you’re willing to spend.

Another aspect that might pop up is conducting team retrospectives, which focuses mostly on continuous improvement at the team level. While this is incredibly valuable—imagine a well-oiled machine discussing what went wrong to make it run smoother—it's not a part of portfolio management activities. Similarly, setting performance targets generally occurs at higher organizational levels. Yes, it's critical for measuring the success of your strategy, but it doesn’t directly relate to the wonderful chaos of the portfolio sync.

So, what really sets the portfolio sync apart is its unique focus on evaluating Epic proposals. This process allows for prioritization—aligning time, effort, and resources toward those high-value projects that not only promise significant returns but also resonate deeply with the essence of your organization's mission and vision. It’s the moment where clarity and strategic vision collide.

In essence, if you want to navigate your way through the intricacies of SAFe and emerge victorious, embracing this element of the portfolio sync can be your secret weapon. After all, it’s not just about the innovation itself; it’s about ensuring every initiative supports the broader goals of your organization. Step confidently into that next portfolio sync, knowing you hold the key to unlocking aligned strategies and fruitful investments.